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A Quick Guide to Retirement Plans for Small Business Owners
ProfessionalsAs a business owner, you may be surprised to find that offering the right retirement plan may...
Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings
Tax PlanningBradford InstituteIf you start a small business or buy a rental property using a new limited liability...
2023 Health Insurance for S Corporation Owners: An Update
Tax PlanningBradford InstituteIf you operate your business as an S corporation, you continue to enjoy good news in...
Six Answers for Small and Solo Businesses about Health Insurance
Retirement PlanningBradford Tax InstituteIn this article, we answer some questions that will benefit small and...
Retirement Savings Plans for Business Owners
Business OwnersRetirement Savings Plans for Business OwnersBusiness owners are always looking for more ways to reduce...
How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries
Tax PlanningBradford Tax InstituteEstimated Tax Tip Savings: Depending on your own salary and profit distribution...
Creating More Business Meal Tax Deductions After the TCJA
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
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
Tax PlanningBradford Tax InstituteAre you thinking about starting a new business? If so, congratulations. We know it...
Tax-Deductible Business Expansion Beats Capitalization
Tax PlanningBradford Tax InstituteTax deductions put cash in your pocket and make you smile. Capitalized business...
Know These Four Magic Business Mileage Rules
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
Tax PlanningBradford Tax InstituteSince 1986, lawmakers have limited business meal deductions: first to 80 percent,...
How To Deduct Medicare As A Business Expense
Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if: You have high...
10 Ways To Protect A Small Business from Hackers
As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue...
The Smart Tax Planning System for Business Owners
— ServicesThe Smart Tax Planning System for Business Owners ℠Helping you minimize the taxes your business pays.Our...
The Smart Tax Minimizer (For Consumer & Home-Based Businesses)
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Retirement Savings Plans for Consumers
ConsumersRetirement Savings Plans for ConsumersIf you are employed as a W-2 employee, you are likely considered a...
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-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...
RSP Professionals
ProfessionalsRetirement Savings Plans for ProfessionalsIf you are a professional (CPAs, Attorneys, and other Financial...
Retirement Savings Plans
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FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...
Resource Directory
ResourcesResource DirectoryPROFESSIONAL RESOURCE DIRECTORYAttorneys KKOS Lawyers CPAs Kohler & Eyre Self-Directed...
Factors To Consider When Updating Your Insurance Coverage
The Smart Asset Protection Planning Newsletter With government health care policies always uncertain and the memory of...
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...
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Retirement PlanningOur unique and proprietary systems and services will take you from where you are today, to your...
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About UsWe are a team of Registered Financial Consultants and Independent Fiduciary Advisors dedicated to serving a...
13 Answers on the New 2024 CTA Required BOI Reporting to FinCEN
Tax PlanningBradford Tax InstituteIt’s here. The Corporate Transparency Act (CTA) became effective on January 1, 2024....
Securities Market Update for Q1 2024 with Synergy
Recorded: April 30, 2024Lifetime Financial's 2024 Q1 market update with Synergy Asset Management's CIO, Joe...
2024 Federal Tax Calendar
Financial GuidesKnow Your 2024 Tax Deadlines with This Useful PDF Tax Calendar For small businesses, staying on top of...
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...
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
March 5, 2024RECORDED August 26, 2021Investing in real estate can be one of the best investments you can make....
Cybersecurity Monthly Newsletter December 2023
Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to...
Cybersecurity Monthly Newsletter November 2023
Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software...
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...
Act Now! Get Your Safe-Harbor Expensing in Place
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
Tax PlanningBradford InstituteYou may want to help a family member buy a home by making a loan to that person. That...
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...
The Smart Tax Planning Newsletter August 2023
Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for...
Self-Directed IRA Summit 10
Hosted by Mat Sorenson, Directed IRAThe 10th Self-Directed IRA SummitOctober 20th & 21st, 2023Why attend the...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
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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...
Taxpayer Penalties 2023
Tax PlanningBradford Tax Institute, January 2023REASONPENALTY RELIEFIRC SECTIONFailure to pay0.50% of unpaid balance...
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...
Last Minute Retirement Reminder
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
Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...
Live the Dream – The Financial Freedom Workshop
Hosted by Mark J KohlerLive the Dream - The Financial Freedom WorkshopNovember 18th & 19th WORKSHOP INFORMATION...
The Truth About Retirement Plans: What You Need to Know Now (for Professionals)
Recorded: April 2022What you and your clients need to know now. Watch our 36-minute webinar to learn...
The Truth About Retirement Savings Plans: What Employees, Just Like You, Need to Know Now
Recorded: September 1, 2022Watch our webinar, "The Truth About Retirement Savings Plans: What Employees, Just...
How Today’s World Geopolitical Events Affect Your Investments
June 7, 2022 at 3:30 PM PacificInflation? War? Recession? Invest 30-minutes of your time to learn about how...
The Smart Tax Planning Newsletter April 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Consulting and Coaching
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The Smart Tax Planning Newsletter March 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Life After Work: How to Create a Less Stressful and More Fulfilling Life in Retirement, at Any Age
March 18, 2022RECORDED August 26, 2021Whether you plan to stop work all at once, or ease into retirement by...
Deducting Meals and Entertainment in 2021 -2022
Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and...
The Smart Tax Planning Newsletter January 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 September 2021
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
Tax PlanningIn June's Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed....
Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)
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
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
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
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
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?
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
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
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Real Estate Investing in the “OZ” for Tax Savings and Good Returns
Recorded: July 29, 2021WEBINAR Real Estate Investing in the “OZ”for Tax Savings and Good Returns...
The Delaware Statutory Trust with Joe Maas of Synergy Financial Management
FREE WEBINAR The Delaware Statutory Trust with Joe Maas of Synergy Financial Management RECORDER June 16,...
Delaware Statutory Trusts
— Financial Products & SolutionsDelaware Statutory TrustsA simple and often better solution than a...
The Smart Tax Planning Newsletter June 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Is a Captive Insurance Company a Good Fit For Your Company Too?
LIVE WEBINAR Is a Captive Insurance Companya Good Fit for Your Company Too? RECORDER June 15, 2021All...
The Smart Tax Planning Newsletter May 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Savvy Social Security Planning
Live Virtual Workshop Savvy Social Security Planningfor Professionals Recorded July 15, 2021Social Security can...
8 Reasons Not To Do a Roth Conversion
Tax PlanningThe Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road....
The Smart Tax Planning Newsletter April 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Episode 20 Seller Financing and Other Ways to Fund your Real Estate Investments
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
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...
The Smart Tax Planning Newsletter February 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Captive Insurance Companies
— ServicesCaptive Insurance CompaniesA tool to help business owners reduce their insurance premiums and grow wealth in...
The Smart Tax Planning Newsletter January 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Bitcoin: New IRS Cryptocurrency Guidance
Tax PlanningThe IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold...
Financial Products & Solutions
Lifetime ServicesFinancial Products & SolutionsWe focus on helping successful business owners, real estate...
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 December 2020
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
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...
EPISODE 14 Year-End Planning and Reducing Your 2020 Tax Bill
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
EPISODE 13 Cost Segregation
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
The Smart Tax Planning Newsletter October 2020
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
The New Tax Act – Issues and Opportunities Everyone Must Address
Educational Tax Webinar The New Tax Act Issues and OpportunitiesEveryone Must AddressThis Webinar Begins Tuesday,...
Webinars
FeaturedWebinarRecorded: March 18th @ 6:30 PM Pacific Time to put 2020 behind us and look forward to an amazing new...
The Smart Tax Planning Newsletter September 2020
The Smart Tax Planning NewsletterSeptember 2020Every month we provide you with a fairly detailed review of several...
Cost Segregation
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The Super(k)
— ServicesThe Super(k) ℠Super-Size Your Retirement Plan!More Tax Savings Today Create Significant Tax Deductions and...
The Smart Tax Planning Newsletter August 2020
The Smart Tax Planning NewsletterAugust 2020Every month we provide you with a fairly detailed review of several...
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