The Tax Return Trap Today my team and I are wrapping up the month of October with our annual Halloween office party. It's a nice way to end the month, which is always one of the busiest months at the ProVision office. One of the reasons October is always a busy month is because of the October 15th tax deadline. It's one of the biggest deadlines because for many, it is the absolute last date to timely file many types Keywords:
Tom Wheelwright, Tax Planning, Tax Return, Wealth Strategy, Tax Strategy Scarcity v. Abundance There are two schools of thought about money. One is that we need to protect our money, save it for a rainy day, because there is a limited amount of it. In other words, money is scarce. Opportunities are also scarce, so we need to protect the opportunities we have, keep them to ourselves, and never share. This is the theory of scarcity. Since there is only so much to go around, we better protect what we have and keep it to ourselves.Keywords:
Tom Wheelwright, Investments, Partnerships, ProVision The Big Reporting Mistake What I find missing most often in wealth strategies is reporting. I find it amazing how so many people think they don't need reporting. Some think they will be so successful that they don't need a report to tell them that. Others think that reporting is just for their accountant to do their taxes. And, others think they aren't big enough to need reporting.Keywords:
Tom Wheelwright, Tax Return, Accounting, Wealth Strategy, Tax Strategy
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