Wealthion - Be Financially Resilient
Business:Investing
Join Andrew Brill and tax expert Tom Wheelwright for a conversation that will transform your view on taxes. As Tax Day approaches, discover innovative strategies to not just survive but thrive by turning obligations into opportunities.
Tom unveils the hidden incentives within tax laws, offering a blueprint to minimize your burden while maximizing wealth. Whether it's reshaping how you invest or understanding the power of deductions, this episode is your guide to navigating the tax season with confidence.
Dive into a conversation that demystifies tax laws and arms you with knowledge to safeguard and grow your wealth. Don't miss out on these expert insights – your wallet will thank you!
Timestamps:
0:00 - Introduction and Welcome
1:09 - The Simplicity of Taxes
2:19 - Changing Your Tax Mindset
3:23 - The Tax Law as a Wealth Guide
5:17 - Practical Examples of Reducing Taxes
10:42 - Benefits of Being a Business Owner
14:17 - Understanding Deductions
20:03 - Strategies for Mortgages and Real Estate
22:41 - Finding a Competent Tax Advisor
27:16 - Navigating IRS Audits
30:26 - Life Events and Tax Planning
32:31 - Investing in Your Future
35:05 - Health Savings and Spending Accounts
36:45 - Where to Invest for Tax Benefits
43:25 - Estate Planning Insights
46:36 - Exploring Energy and Agriculture Investments
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