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Real Estate Investing in the “OZ” for Tax Savings and Good Returns
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How To Materially Participate in Real Estate
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Holding Real Property in a Corporation: Good or Bad Idea?
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Why You Need an Estate Plan
Estate PlanningWhoever won that ginormous $997.6 million cash value Powerball jackpot last November needs some serious...
7 Estate Planning Things You Must Do In the Time of Coronavirus
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EPISODE 11 Protecting Your Estate Plan
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Estate Planning Under The New Tax Act: Everyone Needs A Review
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New IRS Crypto Tax Reporting Rules Coming Soon
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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...
Investing in Apartments via Private Placement
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Self-Directed IRA Summit 11
Hosted by Mat Sorenson, Directed IRAThe 11th Self-Directed IRA SummitApril 19th - 20th, 2024Dallas, TexasWhy attend...
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...
Tax and Legal 360 Conference
Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahDiscount Code: "LIFETIME10" to...
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EP 0010. Roth Math
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Q2 2023 Quarter End Securities Update
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A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a...
EP 0003. The Perfect Investment
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EP 0002. My 3 Favorite Investments
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Inflation Update February 2023
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A Securities Market Update for You – January 2023
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The Smart Tax Planning Newsletter May 2022
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The Smart Tax Planning Newsletter April 2022
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9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon
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The Smart Tax Planning Newsletter January 2022
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Principal Residence Gain Exclusion Break
Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What...
RSP Professionals
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How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries
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A 60/40 Portfolio Can Be Hazardous to Your Financial Health
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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
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The Delaware Statutory Trust with Joe Maas of Synergy Financial Management
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Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)
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FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...
Episode 19 Getting Started
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
EPISODE 18 Good and Bad Debt from a Financial Planning Perspective
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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
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Unlock Tax Deductions With A Rental Property Home Office
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EPISODE 13 Cost Segregation
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July 2020 Home Sales Soared
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Register – Saving Taxes in Retirement
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EPISODE 9 – Life Insurance: Is It a Miracle, Misunderstood, or Simply a Monster?
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EPISODE 7 – Alternatives to the 1031 Exchange
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Key Tax Changes From The Tax Cuts And Jobs Act
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EPISODE 2 – Working From Home/Cybersecurity
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EPISODE 1 – Cash Is King
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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.
Having the Force of Law On Your Side for Significant Asset Protection
It’s sad but true, if you have something of value, someone may try to take it from you. Sometimes this can be the...
The New Tax Deduction for Freelancers and Self-employed
It’s tax season. There is a new deduction that you should know about if you are a freelancer or have real estate...
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...
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Sell Your Home to S Corporation and Then Make It a Rental Property
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A Prioritized List Of Income Property Characteristics
When seeking to locate and acquire rental income property many people focus on the numbers; mostly considering the...
The Complete College Funding Matrix
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There Is A Better, Smarter, Safer Way to Plan For Your Retirement
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Securities Market Update for Q1 2024 with Synergy
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Family Loans: Only Path to a Decent Home Loan Interest Rate
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Cybersecurity Monthly Newsletter September 2023
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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...
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