You searched for Home-Based Business

The Smart Tax Minimizer (For Consumer & Home-Based Businesses)

Jul 21, 2020 |

— ServicesThe Smart Tax Minimizer ℠ (For Consumers and Home-Based Businesses)Create a tax reduction plan and pay less...

Your Co-Owned Business Probably Needs a Buy-Sell Agreement

Apr 24, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteSay you’re a co-owner of an existing business. Or you might be buying an existing...

Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings

Jan 17, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford InstituteIf you start a small business or buy a rental property using a new limited liability...

2023 Federal Tax Calendar for Small Business Owners and Self-Employed

Sep 8, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those...

Creating More Business Meal Tax Deductions After the TCJA

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteHere’s good news for business meals: the Tax Cuts and Jobs Act (TCJA) removed the...

When the Second Office In a Home is a Principal Place of Business

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteWhen possible, you want to claim that your office in your home qualifies as a...

How to Deduct the Costs of Thinking about Starting a New Business

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteAre you thinking about starting a new business? If so, congratulations. We know it...

Tax-Deductible Business Expansion Beats Capitalization

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteTax deductions put cash in your pocket and make you smile. Capitalized business...

Know These Four Magic Business Mileage Rules

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteWhen you know the rules related to business mileage, you: protect yourself in the...

Deduct 100 Percent of Your Business Meals Under New Rules

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteSince 1986, lawmakers have limited business meal deductions: first to 80 percent,...

5 Rules for Turning Your Vacation – Even a Luxurious One – Into Tax-Deductible Business Travel

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteEstimated tax tip savings: When you convert your vacation into a business trip, your...

A Quick Guide to Retirement Plans for Small Business Owners

Apr 22, 2021 | Blog Posts, CPA/Tax Provider, Newsletter

ProfessionalsAs a business owner, you may be surprised to find that offering the right retirement plan may...

Tax Planning for Consumers or Business

Sep 19, 2017 |

The Smart Tax Minimizer (For Consumer and Home-Based Businesses)Create a tax reduction plan and pay less in...

2024 Corporate Transparency Act – Required Beneficial Ownership Information Reporting to FinCEN

May 15, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteThe Corporate Transparency Act (CTA) is upon us. It took effect on January 1, 2024,...

13 Answers on the New 2024 CTA Required BOI Reporting to FinCEN

May 15, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteIt’s here. The Corporate Transparency Act (CTA) became effective on January 1, 2024....

2024 Federal Tax Calendar

Apr 30, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Financial GuidesKnow Your 2024 Tax Deadlines with This Useful PDF Tax Calendar For small businesses, staying on top of...

Cybersecurity Monthly Newsletter March 2024

Apr 27, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: How to beat the password paradox Cybersecurity Shorts Software Updates Welcome to your...

Big Tax Changes to Know for 2024

Apr 9, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Financial Guides2024 has brought some big tax changes with it. It’s essential to stay informed about these...

New IRS Crypto Tax Reporting Rules Coming Soon

Mar 19, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteMarch 2024The IRS released over 280 pages of proposed regulations intended to...

Cybersecurity Monthly Newsletter February 2024

Feb 29, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: Your Email Address: The Key to Your Digital Life Cybersecurity Shorts Software Updates...

Cybersecurity Monthly Newsletter January 2024

Jan 30, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to...

Real Estate Rentals: Recent Tax Insights

Jan 26, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a...

Cybersecurity Monthly Newsletter December 2023

Dec 30, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to...

Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners

Dec 17, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford InstituteIRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any...

Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE

Nov 29, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford InstituteTravel to a Fancy Resort Hotel Where You Use Your Laptop for CE You may have stumbled on...

Cybersecurity Monthly Newsletter November 2023

Nov 29, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software...

Cybersecurity Monthly Newsletter October 2023

Oct 31, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity...

Last Chance Financial Planning Checklist 2023

Oct 23, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your...

Act Now! Get Your Safe-Harbor Expensing in Place

Oct 20, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford InstituteHere are two tax words that you have to love: "safe harbor." And here are five...

Family Loans: Only Path to a Decent Home Loan Interest Rate

Oct 20, 2023 | 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

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?

Oct 9, 2023 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values...

The Smart Tax Planning Newsletter September 2023

Sep 26, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into...

Cybersecurity Monthly Newsletter September 2023

Sep 20, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to...

Big Tax Changes to Know for 2023

Sep 13, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and...

Main Street Certified Tax Advisors

Sep 8, 2023 |

CertificationWe take immense pride in our Main Street Certified Tax Advisor certification. But what exactly does that...

Tax and Legal 360 Conference

Sep 1, 2023 |

Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahDiscount Code: "LIFETIME10" to...

Helicopter View of 2023 Meals and Entertainment

May 5, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningAs a tax consultant, I want to provide you with the latest updates on the business meal deduction for the...

Taxpayer Penalties 2023

Feb 6, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax Institute, January 2023REASONPENALTY RELIEFIRC SECTIONFailure to pay0.50% of unpaid balance...

Last-Minute Year-End Tax Deductions for Existing Vehicles

Dec 13, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

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

Dec 12, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may...

Last Minute Retirement Reminder

Dec 5, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningThe clock continues to tick. Your retirement is one year closer. You have time before December 31...

How to Pay for Long-Term Care: 8 Strategies

Nov 9, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...

The Smart Tax Planning Newsletter May 2022

May 23, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

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

May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...

The Smart Tax Planning Newsletter April 2022

Apr 30, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Smart Tax Planning Newsletter March 2022

Mar 28, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

Essential Tax Tips for IRAs

Mar 18, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing...

The Smart Tax Planning Newsletter February 2022

Feb 28, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

Deducting Meals and Entertainment in 2021 -2022

Feb 3, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and...

The Smart Tax Planning Newsletter January 2022

Jan 27, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

Principal Residence Gain Exclusion Break

Jan 24, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What...

The Smart Tax Planning Newsletter September 2021

Sep 28, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

14 Tax Reduction Strategies for the Self-Employed

Sep 14, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn June's Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed....

How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries

Sep 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteEstimated Tax Tip Savings: Depending on your own salary and profit distribution...

Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)

Sep 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteThe Affordable Care Act does not apply to a business that has only one employee.1...

Tax-Saving Tip: Use Net Square Footage to Increase Home-Office Deductions

Sep 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteIn its "I'm here to help you" publication on the home office, the IRS says, "You can...

The Smart Tax Planning Newsletter August 2021

Aug 31, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Reality of Self-Employment Taxes for 2021

Aug 9, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningWhat happens when lawmakers enact a new tax? It starts small. It looks easy. In 1935, the self-employment...

Hire Your Kids to Work In Your LLC or Sole Proprietorship and Put a Huge Chunk of Their Pay Back in Your Pocket

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteEstimated tax tip savings. Pay your child $8,000, for example, to work in your LLC...

Are You Cheating Yourself by Using IRS Mileage Rates?

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteAre you using IRS mileage rates for your business vehicle? I have a new tool that...

Tax Deductions for Entertainment Facility – Vacation Home

Aug 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningBradford Tax InstituteHere is a bit of good news: your vacation home can produce business deductions. But...

The Smart Tax Planning Newsletter July 2021

Jul 28, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Smart Tax Planning Newsletter June 2021

Jun 23, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Smart Tax Planning Newsletter May 2021

May 26, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

Live Events

May 16, 2021 |

FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...

The Smart Tax Planning Newsletter April 2021

Apr 26, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Smart Tax Planning Newsletter March 2021

Apr 6, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Practical Guide to S Corporation Taxes

Apr 2, 2021 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningAn exclusive report from Bradford Tax Institute.Topics Included in this Special Report: Lock in the...

The Smart Tax Planning Newsletter February 2021

Mar 4, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

2020 Portfolio Review and Market Update

Feb 11, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning As an Independent Fiduciary Advisory, we at Lifetime are very proud to work with Synergy Financial...

The Smart Tax Planning Newsletter January 2021

Feb 9, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

Bitcoin: New IRS Cryptocurrency Guidance

Feb 8, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningThe IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold...

Financial Products & Solutions

Jan 27, 2021 |

Lifetime ServicesFinancial Products & SolutionsWe focus on helping successful business owners, real estate...

8 New Tax Breaks

Jan 27, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningAs you doubtlessly know, Congress recently passed a massive new stimulus bill that was enacted into law on...

The Smart Tax Planning Newsletter December 2020

Jan 18, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

The Smart Tax Planning Newsletter October 2020

Nov 12, 2020 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...

Cost Segregation

Sep 16, 2020 |

— ServicesCost Segregation for Real Estate Investors If you are a real estate investor, you can save thousands of...

6 Wealth & Success Lessons from The Ultimate Gift

Jul 28, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningDiscover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to...

Services

Jun 4, 2020 |

Overview of Services & ProductsOverview ofServices & ProductsWe focus on helping successful business owners,...

Home

Mar 3, 2020 |

FINANCIAL INDEPENDENCE – When the assets you have provide the income you need to live the life you want and, your work is no longer a requirement, it’s an option.

Tax Planning

Jun 21, 2017 |

Tax PlanningAt the core of our financial philosophy lies the awareness that taxes represent life's most significant...

Financial Edification

Feb 24, 2017 |

Educational BlogFinancial EdificationLatest NewsBrowse All Articles, Videos, PodcastsBrowse By Element

The 4×4 Financial Independence Plan

Apr 4, 2016 |

The 4x4 Financial Independence Plan SMOur unique and proprietary financial planning system that will help you achieve...

Search Results

Related Articles

The Smart Tax Minimizer (For Consumer & Home-Based Businesses)

Tax Planning for Consumers or Business

Main Street Certified Tax Advisors

Tax and Legal 360 Conference

Live Events

Financial Products & Solutions

Cost Segregation

Services

Home

Tax Planning

Financial Edification

The 4×4 Financial Independence Plan

Contact

Follow

LIFETIME’S SERVICES

ADDITIONAL SPECIALTY SERVICES