Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax...
Search Results
Results for "Tax Planning"
Related Articles
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...
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...
The Smart Tax Planning Newsletter August 2023
Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for...
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...
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...
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...
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...
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...
The Smart Tax Planning Newsletter February 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
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...
The Smart Tax Planning Newsletter October 2021
Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified...
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...
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 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...
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...
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...
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...
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...
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...
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...
How Tax Planning Changes Throughout 4 Stages of Retirement
Tax PlanningPeople often pay more in taxes than expected because a confusing system treats various income types...
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 Smart Tax Planning Newsletter September 2020
The Smart Tax Planning NewsletterSeptember 2020Every month we provide you with a fairly detailed review of several...
The Smart Tax Planning Newsletter August 2020
The Smart Tax Planning NewsletterAugust 2020Every month we provide you with a fairly detailed review of several...
The Smart Tax Planning Newsletter July 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
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 Planning Newsletter June 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
The Smart Tax Planning Newsletter May 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
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...
The Smart Tax Planning Newsletter March 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
The Smart Tax Planning Newsletter February 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
The Smart Tax Planning Newsletter – January 2020
The Smart Tax Planning Newsletter January 2020 Every month we provide you with a fairly detailed review of several...
The Smart Tax Planning Newsletter – December 2019
The Smart Tax Planning Newsletter December 2019 Every month we provide you with a fairly detailed review of several...
The Smart Tax Planning Newsletter – November 2019
The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly...
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...
Tax Planning for Consumers or Business
The Smart Tax Minimizer (For Consumer and Home-Based Businesses)Create a tax reduction plan and pay less in...
Tax Planning
Tax PlanningAt the core of our financial philosophy lies the awareness that taxes represent life's most significant...
EPISODE 14 Year-End Planning and Reducing Your 2020 Tax Bill
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
Estate Planning Under The New Tax Act: Everyone Needs A Review
The Smart Estate Planning NewsletterWhen was the last time you examined your will or trusts? How about power of...
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...
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...
Real Estate Rentals: Recent Tax Insights
Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a...
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...
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...
The 10 Basic Questions of Estate Planning
Estate PlanningIt’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs,...
Last Chance Financial Planning Checklist 2023
Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your...
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...
Tax and Legal 360 Conference
Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahDiscount Code: "LIFETIME10" to...
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...
5 Tax Gotchas In Retirement
Tax PlanningIf you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create...
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...
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...
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...
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...
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...
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...
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...
Building Health Care Costs into Retirement Planning
Retirement PlanningHealth care planning is a sensitive subject that often takes you and your advisor places you don’t...
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....
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...
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...
Tax Free Discount on Your Estate Tax Liability
Estate PlanningIf you have or will have an estate tax liability . . . watch this short video to learn how you avoid...
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...
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...
Tax-Deductible Business Expansion Beats Capitalization
Tax PlanningBradford Tax InstituteTax deductions put cash in your pocket and make you smile. Capitalized business...
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...
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...
Work Opportunity Tax Credits
Tax PlanningThe Work Opportunity Tax Credit rewards your good deeds. And now, because of new legislation, the rules...
Financial Planning for the Generations
Estate PlanningIn most families, the needs and interests of family members overlap. Even if your money is separate,...
Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)
Estate PlanningA financially comfortable loved one has passed away. During this time of seemingly endless bad news,...
Tax Considerations When a Loved One Passes Away (Part 2)
Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, that's...
Tax Considerations When a Loved One Passes Away (Part 1)
Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly,...
Birthday Milestones Present Special Tax and Investment Questions to Consider
Key BirthdaysLet’s make sure that all of us retire as well as we possibly can and make those “golden years” that much...
Savvy Social Security Planning
Live Virtual Workshop Savvy Social Security Planningfor Professionals Recorded July 15, 2021Social Security can...
Key Changes to the Tax Cuts & Jobs Act
Tax PlanningWhile the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review...
Key Planning & Investment Deadlines Spring 2021
Financial GuidesFor this reason, I want to share our reference card entitled, "Key Changes from the Tax Cuts and Jobs...
The Practical Guide to S Corporation Taxes
Tax PlanningAn exclusive report from Bradford Tax Institute.Topics Included in this Special Report: Lock in the...
The Year In Review and a Look Ahead: Six Planning Ideas for 2021 and Beyond
Educational Free Webinar The Year In Review and a Look Ahead: Six Planning Ideas for 2021 and Beyond RECORDED...
Key Planning & Investment Deadlines Winter 2021
Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the...
8 New Tax Breaks
Tax PlanningAs you doubtlessly know, Congress recently passed a massive new stimulus bill that was enacted into law on...
EPISODE 17 Year-End Tax Savings for W2 Employees and Self-Employed
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
7 Estate Planning Things You Must Do In the Time of Coronavirus
Estate PlanningIf you get sick and require hospitalization due to COVID-19, you will be immediately isolated from...
EPISODE 16 The Tax Saving Logic Behind Roth IRAs
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
2020 Last-Chance Financial Planning Checklist
It's that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family,...
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,...
Section 199A – A 20% Tax Deduction You Want To Get Right!
If you operate your business as a pass-through entity, such as a proprietorship, a partnership, or an S corporation,...
Estate Tax Liquidity
If you have a current net worth of at least $5,000,000 growing faster than inflation, and want to minimize the estate...
Register – Saving Taxes in Retirement
Saving Taxes in Retirement June 4, 2020 Presented by Randy LuebkeWhich Statement Do You Believe To Be True? Taxes in...
- Baby Boomers
- Benefits
- Budget
- Capital Gains
- Charity
- Children as employees
- College
- Consumers
- Corporations
- Cost Segregation
- Cybersecurity
- Crypto
- Depreciation
- Disability
- Divorce
- Education
- Employees
- Entertainment
- Estates
- Extensions
- Filing tips
- Form 1099
- Gifts
- Health Care
- Health Savings Account
- Home Office
- Home-Based Business
- Independent Contractor
- Insurance
- Investments
- Investment Properties
- Leases
- Life Insurance
- Loans
- Losses
- Medical
- Parents
- Professionals
- Quick Guide and Checklist
- Real Estate
- Rental Properties
- Retirement
- SECURE Act 2.0
- Self-Employment Tax
- Shared Equity
- Small Business Owner
- Social Security
- Spouse
- Strategies
- Tax Credits
- Tax Exemptions
- Tax Planning
- Tax Tips
- Travel
- W2 Employee
- Vacation