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One Ugly Rule for Owners of S Corporations Deducting Health Insurance
Tax PlanningBradford Tax InstituteAn ugly rule applies to how S corporation owners deduct the cost of health insurance...
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EPISODE 9 – Life Insurance: Is It a Miracle, Misunderstood, or Simply a Monster?
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Factors To Consider When Updating Your Insurance Coverage
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Asset-Based Long-term Care Insurance
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2024 Corporate Transparency Act – Required Beneficial Ownership Information Reporting to FinCEN
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13 Answers on the New 2024 CTA Required BOI Reporting to FinCEN
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Developing a Realizable Vision for Retirement
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2024 Federal Tax Calendar
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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...
Big Tax Changes to Know for 2024
Financial Guides2024 has brought some big tax changes with it. It’s essential to stay informed about these...
The Smart Tax Planning Newsletter March 2024
Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax...
2024 Key Planning & Investment Deadlines for Q2
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New IRS Crypto Tax Reporting Rules Coming Soon
Tax PlanningBradford Tax InstituteMarch 2024The IRS released over 280 pages of proposed regulations intended to...
Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
Learn to Invest in Notes – A Better, Smarter, Safer Way!
Recorded: March 12th, 2024Investing in Notes, or "Promissory Notes" can be a relatively safe strategy to earn...
Cybersecurity Monthly Newsletter February 2024
Asset ProtectionIn this issue: Your Email Address: The Key to Your Digital Life Cybersecurity Shorts Software Updates...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
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Real Estate Rentals: Recent Tax Insights
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Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings
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2024 Key Financial Data Guide
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2024 Social Security Quick Reference Guide
Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery...
2024 Retirement Calendar Checklist
Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories....
2024 Health Care Quick Reference Guide
Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement...
2024 Key Planning & Investment Deadlines for Q1
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Cybersecurity Monthly Newsletter December 2023
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
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What if I keep working? How will it impact my Social Security Benefits?
Retirement PlanningClients with an understanding of the correlation between earnings and benefits often inquire their...
The 10 Basic Questions of Estate Planning
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Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE
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Why a Credit Freeze is the Best Response to a Data Breach
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What’s Your Money Archetype?
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The Smart Tax Planning Newsletter October 2023
Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or...
Last Chance Financial Planning Checklist 2023
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
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Family Loans: Only Path to a Decent Home Loan Interest Rate
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Fall 2023 Key Financial Deadlines
Financial GuidesAs we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning...
Health Care Checklist for Finding the Best Coverage
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Holding Real Property in a Corporation: Good or Bad Idea?
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The Smart Tax Planning Newsletter September 2023
Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into...
Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed
Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those...
6 Factors That Predict a Student’s College Success
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The Smart Tax Planning Newsletter August 2023
Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for...
EP 0010. Roth Math
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Tax Exempt Cash Reserve for Elder Care Expenses
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EP 0008. The Four Essential Elements
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Important Updates Regarding Roth IRAs Under SECURE Act 2.0
Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the...
Summer 2023 Key Financial Deadlines
Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide....
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...
When a Bad Executor Ignores Your Will
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Inflation Update May 2023
Asset ProtectionSynergy Asset Management, LLCSummary: Consumer-focused measures of inflation, such as CPI and PCE have...
Why You Need an Estate Plan
Estate PlanningWhoever won that ginormous $997.6 million cash value Powerball jackpot last November needs some serious...
The Smart Tax Planning Newsletter May 2023
Tax PlanningIn this issue: Tax Credits for Electric Vehicles: The Latest from the IRS Using Family Loans to Secure...
A Workable Solution for Baby Boomers Near Retirement
Retirement PlanningWorried about having enough saved for retirement? Here’s a simple approach: work just a few years...
Helicopter View of 2023 Meals and Entertainment
Tax PlanningAs a tax consultant, I want to provide you with the latest updates on the business meal deduction for the...
Social Security: The Important Questions
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SECURE 2.0 Adds New Escapes from the 10% Early Withdrawal Penalty
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EP 0002. My 3 Favorite Investments
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Spring 2023 Key Financial Deadlines
Financial GuidesSpring is upon us. This means it's time for the Spring Key Planning & Investment Deadlines. Every...
5 Tax Gotchas In Retirement
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Alert: A Massive New FinCEN Filing Requirement is Coming
Tax Planningby Bradford InstituteDo you own or advise a corporation, limited liability company (LLC), limited...
Rules for Divorced-Spouse Benefits
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State Tax Department Contact Information
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A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementMarket highlights Inflation appears to be...
2023 Retirement Calendar Checklist
Financial Guides Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most...
Winter 2023 Key Financial Deadlines
Financial Guides Do you know what days the market closes for 2023? Or when different tax forms are due? Or when the...
2023 Key Financial Data Guide
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday...
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...
2022 Last-Chance Financial Planning Checklist
Financial Guides It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to...
How to Pay for Long-Term Care: 8 Strategies
Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...
Fall 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesAs we head into the fourth quarter, it's time for your Fall Key Planning & Investment Deadlines...
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Summer 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines guide. Every...
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...
Cybersecurity Monthly Newsletter April 2022
Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to...
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Retirement PlanningYou might assume it's safer to keep your personal details—especially your Social Security...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family,...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that...
Deducting Meals and Entertainment in 2021 -2022
Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and...
Cybersecurity Monthly Newsletter January 2022
Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you...
The Smart Tax Planning Newsletter January 2022
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Winter 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesDo you know what days the market closes for 2022? Or when different tax forms are due? Or when the...
2022 Retirement Calendar Checklist
Financial GuidesThis Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account...
2022 Key Financial Data Guide
Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your...
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Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)
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Tax-Saving Tip: Use Net Square Footage to Increase Home-Office Deductions
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11 Financial Tips to Make Caregiving Easier
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Cybersecurity Monthly Newsletter July 2021
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5 Rules for Turning Your Vacation – Even a Luxurious One – Into Tax-Deductible Business Travel
Tax PlanningBradford Tax InstituteEstimated tax tip savings: When you convert your vacation into a business trip, your...
Intergenerational Transfers: Helping Adult Children
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Medicare and Covid-19 Related Health Care Costs
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