Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing...
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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 Handy Checklist for Year-End Planning
Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may...
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...
Cybersecurity Monthly Newsletter February 2022
Asset Protection In this issue: Don't Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates...
The Smart Tax Planning Newsletter October 2021
Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified...
4 Ways to Evaluate Financial Aid Letters
Retirement PlanningFinancial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate...
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 Covid-19 Edition April 2020
The Smart Tax Planning Newsletter Covid-19 EditionEvery month we provide you with a fairly detailed review of several...
The Smart Tax Planning Newsletter – November 2019
The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly...
9 Reasons You Should Consult With Your CPA Before Year-End
Tax PlanningWhile the national focus has been on uncertainty around the new tax law, there are many individual...
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