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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...
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EPISODE 10 – Effective Team Management, Delegation & Implementation Strategies
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2024 Corporate Transparency Act – Required Beneficial Ownership Information Reporting to FinCEN
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
Tax PlanningBradford Tax InstituteIt’s here. The Corporate Transparency Act (CTA) became effective on January 1, 2024....
Developing a Realizable Vision for Retirement
Retirement PlanningBy Richard AtkinsonRetirement is a totally new stage of life. With some careful prioritizing—and...
Retirement Savings Plans for Consumers
ConsumersRetirement Savings Plans for ConsumersIf you are employed as a W-2 employee, you are likely considered a...
2024 Federal Tax Calendar
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Cybersecurity Monthly Newsletter March 2024
Asset ProtectionIn this issue: How to beat the password paradox Cybersecurity Shorts Software Updates Welcome to your...
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
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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
Financial GuidesSpring is coming and to keep you financially organized for Q2, we are providing you with our Spring...
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...
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
Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay...
Self-Directed IRA Summit 11
Hosted by Mat Sorenson, Directed IRAThe 11th Self-Directed IRA SummitApril 19th - 20th, 2024Dallas, TexasWhy attend...
Cybersecurity Monthly Newsletter January 2024
Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to...
Real Estate Rentals: Recent Tax Insights
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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...
2024 Key Financial Data Guide
Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024...
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
Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the...
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
Tax PlanningBradford InstituteIRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any...
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
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
Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software...
Why a Credit Freeze is the Best Response to a Data Breach
Asset ProtectionThe latest data breach may have you worried about your personal information. Learn about a simple step...
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....
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...
Cybersecurity Monthly Newsletter October 2023
Asset ProtectionIn this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity...
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
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...
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
Retirement PlanningMedicare and health insurance open enrollment starts on October 15th. To help you find the best...
Holding Real Property in a Corporation: Good or Bad Idea?
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
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
Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to...
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...
Main Street Certified Tax Advisors
CertificationWe take immense pride in our Main Street Certified Tax Advisor certification. But what exactly does that...
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
Retirement PlanningSome parents are obsessed with getting their children into top-ranked schools no matter the cost....
Tax and Legal 360 Conference
Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahDiscount Code: "LIFETIME10" to...
Cybersecurity Monthly Newsletter August 2023
Asset ProtectionIn this issue: AI and Phishing: The New Threats Cybersecurity Shorts Software Updates Welcome to your...
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...
EP 0010. Roth Math
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of The Financial Independence Now podcast...
EP 0009. The Four Sequential Steps
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode, Randy Luebke, president and founder of...
Tax Exempt Cash Reserve for Elder Care Expenses
Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing...
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...
EP 0008. The Four Essential Elements
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of the Financial Independence Now podcast,...
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...
Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major...
Cybersecurity Monthly Newsletter July 2023
Asset ProtectionIn this issue: Building Powerful Cybersecurity Habits Cybersecurity Shorts Software Updates Welcome to...
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...
EP 0007. Disciple vs Desire
The Financial Independence Now PodcastHosted by Randy LuebkeWelcome to Episode 0007, "Discipline vs Desire." In this...
When a Bad Executor Ignores Your Will
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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...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a...
EP 0006. What is a Fiduciary?
The Financial Independence Now PodcastHosted by Randy LuebkeIn episode 0006 we dive into the often-misunderstood world...
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...
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...
Cybersecurity Monthly Newsletter May 2023
Asset ProtectionIn this issue: Goodbye to the password? Cybersecurity Shorts Software Updates Welcome to your May...
EP 0005. The Three States of Money
Financial Independence Now PodcastHosted by Randy LuebkeDo you remember back in high school when you were taught that...
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...
Cybersecurity Monthly Newsletter April 2023
Asset ProtectionIn this issue: Cybersecurity and AI: The Bad Cybersecurity Shorts Software Updates Welcome to your...
Social Security: The Important Questions
Retirement PlanningThose “How much do you know about Social Security?” quizzes you see online are fun and interesting,...
SECURE 2.0 Adds New Escapes from the 10% Early Withdrawal Penalty
Tax PlanningIn late 2022, Congress passed the SECURE 2.0 Act, which made several changes to tax-advantaged retirement...
EP 0004. The Penny Story
Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of the Financial Independence Now podcast,...
EP 0003. The Perfect Investment
Financial Independence Now PodcastHosted by Randy LuebkeAre you searching for the perfect investment that will pave...
EP 0002. My 3 Favorite Investments
Financial Independence Now PodcastHosted by Randy LuebkeDiscover the secrets to becoming Financially Independent;...
EP 0001. What is Financial Independence?
Financial Independence Now PodcastHosted by Randy LuebkeThis is the inaugural episode of "Financial Independence Now",...
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
Tax PlanningIf you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create...
Alert: A Massive New FinCEN Filing Requirement is Coming
Tax Planningby Bradford InstituteDo you own or advise a corporation, limited liability company (LLC), limited...
Podcasts
Financial Independence Now Hosted by Randy Luebke, RFC, Independent Fiduciary AdvisorFinancial Independence Now...
Podcast – Financial Independence Now
PodcastFinancial Independence Now Podcast Today’s retirement is about obtaining financial independence. Financial...
Rules for Divorced-Spouse Benefits
Retirement Planning: Social SecurityRules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse...
Inflation Update February 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementCPI Components Before diving deeper into what CPI...
Cybersecurity Monthly Newsletter February 2023
Asset ProtectionIn this issue: An Update on Tax Identity Theft Cybersecurity Shorts Software Updates Welcome to your...
State Tax Department Contact Information
Financial Guides We know you are busy and don't have time to waste searching for a State Tax Department's contact...
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...
Taxpayer Penalties 2023
Tax PlanningBradford Tax Institute, January 2023REASONPENALTY RELIEFIRC SECTIONFailure to pay0.50% of unpaid balance...
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...
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