Tax PlanningBradford Tax InstituteTax deductions put cash in your pocket and make you smile. Capitalized business...
Search Results
Results for "Capital Gains"
Related Articles
Your Co-Owned Business Probably Needs a Buy-Sell Agreement
Tax PlanningBradford Tax InstituteSay you’re a co-owner of an existing business. Or you might be buying an existing...
Real Estate Rentals: Recent Tax Insights
Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a...
Family Loans: Only Path to a Decent Home Loan Interest Rate
Tax PlanningBradford InstituteYou may want to help a family member buy a home by making a loan to that person. That...
Holding Real Property in a Corporation: Good or Bad Idea?
Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values...
EP 0010. Roth Math
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of The Financial Independence Now podcast...
Last-Minute Year-End Tax Deductions for Existing Vehicles
Tax PlanningIt's time to examine your existing business and personal (yes, personal) cars, SUVs, trucks, and vans for...
A Handy Checklist for Year-End Planning
Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may...
The Smart Tax Planning Newsletter May 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...
The Smart Tax Planning Newsletter February 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Principal Residence Gain Exclusion Break
Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What...
The Smart Tax Planning Newsletter August 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Intergenerational Transfers: Helping Adult Children
Estate PlanningWhen a parent is considering giving or lending a child money, the key question is whether it’s...
Retirement Income: Which Accounts to Tap First
Retirement PlanningMany people assume that when retirement rolls around, they should draw cash from their taxable...
Tax Considerations When a Loved One Passes Away (Part 1)
Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly,...
The Smart Tax Planning Newsletter March 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Monthly Client Newsletter December 2020
Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and...
The Smart Tax Planning Newsletter November 2020
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
5 Year-End Strategies for Charitable Giving
Tax PlanningWith these year-end giving strategies, you can make charitable donations in ways that are most beneficial...
Section 199A – A 20% Tax Deduction You Want To Get Right!
If you operate your business as a pass-through entity, such as a proprietorship, a partnership, or an S corporation,...
EPISODE 7 – Alternatives to the 1031 Exchange
Financial IndependenceA Better PerspectivePodcastEpisode 7Presented by Lance Edwards and Randy LuebkeA 1031 Exchange...
The Fed Changes The Rules
The Fed stress-tested the economy and issued new rules for banks in Q3. The Fed is taking action to ensure high...
What Tax Bracket Will You Be During Your Retirement?
The Smart Income Independence Planning Newsletter What income tax bracket do you think you will be in when you...
The Smart Tax Planning Newsletter – November 2019
The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly...
The Smart Tax Planning Newsletter – October 2019
The Smart Tax Planning - October 2019 Below is a fairly detailed review of several important Tax Topics. I will...
Monthly Tax Newsletter – February 2019
IRS Issues Final Section 199A Regulations and Defines QBI Your ownership of a pass-through trade or business can...
Monthly Tax Newsletter – January 2019
TCJA Tax Reform Sticks It to Business Start-Ups That Lose Money The Tax Cuts and Jobs Act (TCJA) tax reform added an...
Shedding Doubts About Selling Your Home to Your S Corporation
Are you looking to make some cash by turning your home into a rental property? If you do this the right way, you can...
Financial Edification
Educational BlogFinancial EdificationLatest NewsBrowse All Articles, Videos, PodcastsBrowse By Element
Sell Your Home to S Corporation and Then Make It a Rental Property
Used with permission from the Bradford Tax InstituteAre you upgrading to a new home? Would your previous home make a...
Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major...
The Smart Tax Planning Newsletter June 2023
Tax PlanningIn this issue: Act Now to Qualify for your 2020 and 2021 ERC Money Claim Your 2020 Covid Sick and Family...
A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementMarket highlights Inflation appears to be...
8 Ideas That Help You Manage a Financial Windfall
Estate PlanningHave you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have, at...
Live Events
FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...
The Practical Guide to S Corporation Taxes
Tax PlanningAn exclusive report from Bradford Tax Institute.Topics Included in this Special Report: Lock in the...
2020 Portfolio Review and Market Update
Retirement Planning As an Independent Fiduciary Advisory, we at Lifetime are very proud to work with Synergy Financial...
The Smart Tax Planning Newsletter August 2020
The Smart Tax Planning NewsletterAugust 2020Every month we provide you with a fairly detailed review of several...
IRS Throws Salt in the SALT Deduction Limit Wound
The Tax Cuts and Jobs Act of 2017 introduced a limit for deductions on state and local taxes. Some states hoped to get...
- Baby Boomers
- Benefits
- Budget
- Capital Gains
- Charity
- Children as employees
- College
- Consumers
- Corporations
- Cost Segregation
- Cybersecurity
- Crypto
- Depreciation
- Disability
- Divorce
- Education
- Employees
- Entertainment
- Estates
- Extensions
- Filing tips
- Form 1099
- Gifts
- Health Care
- Health Savings Account
- Home Office
- Home-Based Business
- Independent Contractor
- Insurance
- Investments
- Investment Properties
- Leases
- Life Insurance
- Loans
- Losses
- Medical
- Parents
- Professionals
- Quick Guide and Checklist
- Real Estate
- Rental Properties
- Retirement
- SECURE Act 2.0
- Self-Employment Tax
- Shared Equity
- Small Business Owner
- Social Security
- Spouse
- Strategies
- Tax Credits
- Tax Exemptions
- Tax Planning
- Tax Tips
- Travel
- W2 Employee
- Vacation