Pay (A Lot) Less In Taxes -- Legally! Top Accountant Explains How | Tom Wheelwright

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  • Опубликовано: 16 ноя 2024

Комментарии • 209

  • @Wealthion
    @Wealthion  Год назад +10

    To learn more about Tom Wheelwright's tax advisory & preparation services, visit wealthability.com/

  • @TheSpottedArtist
    @TheSpottedArtist Год назад +6

    I’m going to use this video to discuss business and investing with my kids of 15 and 20 years old.
    You touched on sole proprietorships, businesses, investments, asset classes, liabilities, tax incentives, deductions and credits, protecting wealth from pirates and politicians, and SO much more.
    Oh yes, and we’ll discuss the system for maintaining wealth inequality, which props up capitalism, too. (Isn’t that the answer to “Why isn’t this being taught?”)
    Fantastic interview! Definitely one of your best. Much thanks to you both and your teams.

  • @alexisye
    @alexisye Год назад +37

    Anyone and everyone in the US should be running some sort of business. The US tax code is built for entrepreneurs, and having a business, however small, is an amazing way to take full advantage. Fascinating video and like all Wealthion videos I immediately want to know more from the guest!

    • @echo3527
      @echo3527 Год назад +1

      Yeah but you want to be careful about how you set it up. Starting small with sole proprietorships or single member LLC will save you on compliance costs early on. I'll hit my head on the wall sometimes with entity formation but its something you want to think twice about.

    • @JohnDaniels
      @JohnDaniels Год назад +1

      I started a small LLC sole proprietorship company and as far as I can tell through the taxes it's the same as a individual it's called passed through taxes so your taxes. I think in order to get the benefits that this gentleman's talking about on the video you would have to have like a larger company.

    • @echo3527
      @echo3527 Год назад +1

      @@JohnDaniels Either you have an LLC or a Sole Proprietorship. The breaks mainly have to do with depreciating assets and including them rather than expensing them.

    • @maplenook
      @maplenook Год назад

      And a home to rent!

  • @linger2001
    @linger2001 Год назад +4

    This had to be one of the most enlightening interviews you’ve done Adam. Excellent!!! Have him back for sure.

  • @florianewu7256
    @florianewu7256 Год назад +3

    Highlighted Tom’s Tax free wealth book; and implemented several strategies with my own local CPA. Total mindset shift and new perspective on taxes, as an active partner with the government.💪🏻 Ty.

  • @marcgerges1380
    @marcgerges1380 Год назад

    Tom is so elegant in his delivery and makes the tax issue so simple to understand.

  • @priscillasilverhouse3
    @priscillasilverhouse3 Год назад +2

    Omg please bring Tom Wheelright come back on! What a fantastic interview. Wow! Thank you so much. Oh just bought 2 books on Amazon.

  • @joeharvie8362
    @joeharvie8362 Год назад +1

    I wish I'd heard Tom speak when I was 18 years old!!!

  • @RevitupPhil
    @RevitupPhil Год назад +1

    Yes, bring Tom back. I was always schooled on its not what you make but what you keep.

  • @walterski8377
    @walterski8377 Год назад +1

    Clarifying deferring taxes (depreciation has recapture eventually) vs eliminating taxes permanently.

    • @aaron159r2
      @aaron159r2 Год назад

      No kidding, if you sell a fully depreciated real estate asset, your lower cost basis mean more taxes on the sale.

  • @garonkiesel1646
    @garonkiesel1646 Год назад +3

    Wonderful guest!! Tax-Free Wealth should be required reading for every student in America. PLEASE do a show on Infinite Banking. It would probably turn into your most watched episode.

  • @tonykollar6870
    @tonykollar6870 Год назад +1

    Best guest so far... Bring more of tax advisor on the show

  • @chaotic_coder
    @chaotic_coder Год назад +3

    I loved Tom's book - thanks for having him on.

  • @ipeteagles
    @ipeteagles Год назад +10

    Excellent guest choice, Adam. High value contributor, no question. Thank you for your time, Tom!

  • @nitrous2234
    @nitrous2234 Год назад +2

    Being on the younger side, the length of the interviews at first were a bit intimidating and beefy for a lower attention span millennial. However, the format keeps me engaged until the end. Very useful info

  • @danteracioppo
    @danteracioppo Год назад +1

    Great knowledge! I like how he included other countries in what I can do to pay less tax!

  • @echo3527
    @echo3527 Год назад +1

    The doubling up on the solar credit as a business credit beyond the above the line 26%?? deduction is you could write off a greater portion off your home install if you have a business enterprise operating there. Home business....home office....partial home rental as a business. Its especially legitimized if you are using professional companies for accounting and not quick books. My business tax schedules arrive in my account and they also went to the IRS. I have told from mom+pop business types these accountants are taking my money but you can write it off as a business expense.

  • @echo3527
    @echo3527 Год назад +1

    I've been doing taxes since the days I would go down to my local library and fill everything out by hand then mail them in. I'd make sure to have a dummy copy that I'd go through in case if I made mistakes and then send in a polished version. One year a decade later I realized I messed up, walked back through my records and submitted an amended return. Its good to have that familiarity before you get to that stage where you want to bring in an accountant. I still am not at that stage yet as I started working on them in December before I even had the tax forms. But now its online and I'm finding that when in question creating test business entities to see the effect of different accounting methods on different assets. If still confused at least it will help your understanding when you do meet with your CPA instead of dump the tax forms and run approach we all wish we could get away with.

    • @byronfuentes1281
      @byronfuentes1281 Год назад

      So true they make it tough enough so that most peeps don’t try. I had to read two long pamphlets to work up the courage to file my own 1099 & C. And I had paid for ten previous returns by cpa

  • @jonahsmith2282
    @jonahsmith2282 Год назад +1

    Gotta love central planning! Embrace the system.

  • @wh8416
    @wh8416 Год назад +2

    I would love a deep dive into business taxes and setting up a business well.

  • @jigardedhia
    @jigardedhia Год назад +3

    Tom, Please share some more examples next time. Thanks.

  • @barbarabrown7149
    @barbarabrown7149 Год назад +1

    Note: You CAN get large tax credits for solar on your home. And a few other energy-related improvements on you home provide credits.

  • @danstar455
    @danstar455 Год назад

    Insurance always tries to sell whole life because it makes them the most money. From what Tom said it’s sounds like the only time you should get whole life is when you can use it to generate income such as using whole life loan to buy solar panels in AZ.

  • @desireeodonahue4278
    @desireeodonahue4278 Год назад +1

    Excellent interview. Would definitely like to see Tom regularly.

  • @jenniferwu7965
    @jenniferwu7965 Год назад +9

    Tom has provided so much tax information in this talk. Just bought his book "the Tax-Free Wealth" from Amazon. Can't wait to see Tom in another Wealthon show.

    • @faithsrvtrip8768
      @faithsrvtrip8768 Год назад

      Added to my Amazon buy list!

    • @aaron159r2
      @aaron159r2 Год назад

      Is this a real post? Did you actually buy this book based on this presentation? Your comment reads like a fake online review, a bot chat or a paid endorsement of a paid endorsement. I just don’t believe that anybody would go out and buy a tax book. I smell a sales pitch…

  • @joepschmobly
    @joepschmobly Год назад

    Yes! Please have him back to go into detail about energy and agriculture.

  • @Mike-fx4nu
    @Mike-fx4nu Год назад +1

    As someone who runs a 13 year 25% net profitable business, there is no way for me to deduct my way out of taxes. Even an office deduction only knocks like $800 off the bill. There are no credits except if I am driving all over the place, healthcare and charity deductions are obviously expenditures rather than tax benefits. Supplies deductions are the only ones otherwise.
    This idea that government is a business partner only works if you're willing to pay someone to gerrymander your financial asset gains. Wage earners have no way through this, small businesses only have a way through this if they are set up to be broke.

  • @atrip3900
    @atrip3900 Год назад +1

    Your interviews are always top notch. Tom was awesome. Definitely have him back please. Thank you 😊👍🍿🍿🍿

  • @stevelanyon1339
    @stevelanyon1339 Год назад +2

    Yes for more Tom Wheelwright. Absolutely fascinating!

  • @bcutler001
    @bcutler001 Год назад +2

    Tom is awesome. Have been following him and Wealthability for a few years now.

  • @Chisca22
    @Chisca22 Год назад +3

    This was a great interview thank you for leaning into this topic Adam

  • @shawndagan7760
    @shawndagan7760 Год назад +4

    SO HELPFUL!! SO VALUABLE! Thank you!

  • @Miranda3730
    @Miranda3730 Год назад +1

    Yes, bring Tom back. 💯

  • @davidlong4000
    @davidlong4000 Год назад +1

    Great stuff, Tom! I bought your first book... and now your second one too! Thanks for sharing your wisdom!

  • @richardweinberger2756
    @richardweinberger2756 Год назад +6

    There's only 2 ways to legally pay less taxes.
    1. You have less earnings.
    2. You have more credits and deductions.

  • @AuntPeggy1019
    @AuntPeggy1019 Год назад

    I'm a sole proprietor and thinking about another business structure. He named exactly all the questions and thoughts I have, Very helpful. Thank you!

  • @Radio39628
    @Radio39628 Год назад +1

    Yes, bring him back!!!

  • @evenbiggeral5089
    @evenbiggeral5089 Год назад +1

    Wow best video yet, Adam.

  • @peteschammann4117
    @peteschammann4117 Год назад +2

    Great interview! Just ordered the book.

  • @landacrossamerica
    @landacrossamerica Год назад +1

    Hi Adam. Please do a deep dive both on private placements in energy and agriculture and also in utilizing a whole life policy to buy investments. Thank you.

  • @travis3050
    @travis3050 Год назад +1

    Very informative. Would love more insurance on the infinite banking as well

  • @brianjoneshiredgun3308
    @brianjoneshiredgun3308 Год назад

    Adam, this is very quickly becoming my favorite RUclips channel. Great job!

  • @joehack5896
    @joehack5896 Год назад +1

    Please ask Tom if he would suggest basic ways to reduce taxable stock trading income. Thanks

  • @susancheung5334
    @susancheung5334 Год назад +1

    Thank you for another great video, Adam! Absolutely love having Tom back.

  • @c.trotter4416
    @c.trotter4416 Год назад +1

    Thanks Adam. This has been most informative tax interview I have seen or been a part of.

  • @isaaclowe3431
    @isaaclowe3431 Год назад +1

    Loved this interview. Who knew taxes could be interesting and not torture! Just ordered his book!

  • @HoldenMcCash
    @HoldenMcCash Год назад +2

    Thank you for the great advice and the positive perspective!

  • @TH4Peace
    @TH4Peace Год назад +2

    Great show! Would love to hear more interviews with Tom!

  • @rivermac8508
    @rivermac8508 Год назад

    Tom's brilliant, share more videos! Thank you Wealthion!

  • @mrroora40
    @mrroora40 Год назад +1

    Great guest. Please have Tom in more often. I might check out his firm.

  • @HS-lb8kv
    @HS-lb8kv Год назад

    Thanks for choosing related but different topics than markets.

  • @Nina-rv7ci
    @Nina-rv7ci Год назад +1

    Would love to hear more from Tom, real estate topic for self management of properties

  • @ThetaBurnVictim
    @ThetaBurnVictim Год назад +2

    Great interview. A wealth of information. Will be buying his book for sure.

  • @raulsanchez7870
    @raulsanchez7870 Год назад

    I really got a lot out of this video. Thank you 🙏

  • @davem7553
    @davem7553 Год назад

    Would love to see a video about life insurance. For example, whole life versus universal index life? Pros and cons? Thank you.

  • @michaelpetrus19
    @michaelpetrus19 Год назад

    Excellent info, I have to buy his books. I knew a little about taxes in my 20's but if I had to go back in time I would have made sure to learn the subject in and out. So important.................thanks. Yes more Tom would like to hear the benefits of LLC's for real estate and beyond.

  • @sng4ever899
    @sng4ever899 Год назад +1

    GREAT interview. Love to see more!

  • @wilburabc8634
    @wilburabc8634 Год назад

    Tom is great. Plz hv him on ur podcast again, thx a lot

  • @jayr.taylor210
    @jayr.taylor210 Год назад +1

    Amazing interview. Thank you!

  • @badnomad357
    @badnomad357 Год назад +2

    Sooooo your saying I have a business partner. I didn't really pick him but I'm stuck. This partner is hugely powerful, duplicitous, careless, sometimes evil and can change the rules of the partnership anytime they want. If we have a dispute I'm taked to a group of his friends paid by him to judge me where I'm guilty until I prove my innocence?
    Well that is an analogy. A more accurate one would be a mafia protection racket.

  • @dinalarocca5974
    @dinalarocca5974 Год назад

    Would love to hear more from Tom!!! Great advice, even as a CPA I learned a lot and just bought his book 😊

  • @michaeltollen588
    @michaeltollen588 Год назад +1

    Yes, get Tom back. More specific strategies for the average Joe (not business owners).

  • @michaeltollen588
    @michaeltollen588 Год назад +1

    Most people work for other businesses or corporations. What do these people do? Take on the stress and hard work of a side job? That's a lot of additional work just to save on the taxes from that side business.

  • @peterchirico2153
    @peterchirico2153 Год назад +1

    Yes have Tom back.

  • @tallstacker
    @tallstacker Год назад +2

    I would love a farming tax advantage video

  • @GinaMartinelli-lh2sf
    @GinaMartinelli-lh2sf Год назад +1

    Amazing interview! Loved Tom's book and the interview!

    • @aaron159r2
      @aaron159r2 Год назад

      Gina, are you real? Your comment seems fake. I sense this commentary has been hijacked by a paid bot farm to pump a book sale.

  • @brianpierinimusic
    @brianpierinimusic Год назад +3

    Hi Adam, please do a deep dive on whole term life insurance. Thanks for all your great work!

  • @Just_a_Katie
    @Just_a_Katie Год назад +1

    Wow this was awesome! Thank you for doing this information!🤯

  • @MoonMan129
    @MoonMan129 Год назад +1

    once you can incorporate as a business owner, so many opportunities open up as well. Being in Medicine I would love how to know how I can bend the tax Law to my benefit once I run my clinic as an incorporated entity.

  • @googtv1
    @googtv1 Год назад +1

    We want more. Great interview.

  • @michaelrandel144
    @michaelrandel144 Год назад +1

    Great to hear tax advice. I found this presentation extremely helpful!

  • @Rittlesleo
    @Rittlesleo Год назад

    We learn so much from your excellent content! Your guests are top tier. Thank you!

  • @mariomader8850
    @mariomader8850 Год назад +1

    Can't wait for Q & A

  • @ExogenousBox
    @ExogenousBox Год назад +3

    More details!

  • @clyde3730
    @clyde3730 Год назад

    Great show!! All your guests are spectacular.

  • @sunilkewalramani1247
    @sunilkewalramani1247 Год назад

    This was great. Would love to learn more about how the life insurance works for saving taxes

  • @TheSpottedArtist
    @TheSpottedArtist Год назад

    Yes, please take a deep dive into real estate investment vehicles.
    I understand there’s a trap in real estate investment in that you can no longer have a business which just owns properties and rents them out. So, how do you set yourself up to own apartment buildings, for example, as a legitimate business with deductions?

  • @janemahon1523
    @janemahon1523 Год назад

    Please have Tom on your show quarterly.

  • @zonnobux3945
    @zonnobux3945 Год назад +2

    Great topic. More on tax minimization!

  • @babayagaforestdweller400
    @babayagaforestdweller400 Год назад

    How does a family farmer utilize these strategies? Especially if you’re trying to veer away from machinery & more no til farming?

  • @benjaminschneider5657
    @benjaminschneider5657 Год назад

    Awesome episode at usual. Great advice. Another tip top show Adam.

  • @synon2000
    @synon2000 Год назад

    Thanks a lot for this incredible tax details. I have learn a lot from this discussion. Continue to bring in such valuable speakers to people around the world.

  • @omartalamantes3991
    @omartalamantes3991 Год назад +3

    Love this program Adam! The guests that you bring on are usually great and you can definitely notice their passion for their field.

  • @juanluismartinez4587
    @juanluismartinez4587 Год назад +1

    Great stuff Adam 👏👏👏 thank you.

  • @pattimcd3177
    @pattimcd3177 Год назад +1

    Loved this guest. More please.

  • @joepschmobly
    @joepschmobly Год назад

    How do you purchase into an oil well?

  • @ScottCortellessa
    @ScottCortellessa Год назад +2

    Great stuff! Would love to hear more about the farm/Ag tax advantages. More specifically how the land can be utilized for tax benefits.

  • @pmstff700
    @pmstff700 Год назад

    would you get the benefits if I put solar on my rental homes in AZ?

  • @paulclawson75
    @paulclawson75 Год назад +1

    what a great interview. thank you!

  • @michaeltollen588
    @michaeltollen588 Год назад

    Can I buy a rental house inside on an LLC and put solar on it and get all three of the tax benefits (business, real estate, energy)?

  • @ahmedsaeedbj
    @ahmedsaeedbj Год назад

    So if I was a farmer (as a side hustle) and I got huge deduction on my income and my income wasn’t much from farming, I can use it against other income sources?

  • @cavscout888
    @cavscout888 Год назад

    That was a great high level. Thanks!

  • @awesomeBLT
    @awesomeBLT Год назад

    OK, question: If I have an LLC can I sell my primary residence to it and then write off everything mentioned in your podcast from the residence to the LLC.?

  • @faithsrvtrip8768
    @faithsrvtrip8768 Год назад +1

    Definitely going to buy this book!

  • @richardjanes5452
    @richardjanes5452 Год назад +1

    Great Show.

  • @jonrok9493
    @jonrok9493 Год назад +1

    Does Tom’s firm work with Canadian tax laws as well?

  • @danielmcpartlin6526
    @danielmcpartlin6526 Год назад

    Ok where do you invest in the wells?

  • @lwang5534
    @lwang5534 Год назад +1

    Yes please have him back often. Very informative interview. Need to know more details on tax planning and strategies. Thanks for finding another great expert on your guest list!🎉

  • @race29dub
    @race29dub Год назад +1

    I bet Tom would be really good at making wheels.😁

  • @LarrySarrasin
    @LarrySarrasin Год назад

    Can you also do this topic from a canadian perspective?