4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement

4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement

by | Feb 16, 2024 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning 4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here...
Real Estate Rentals: Recent Tax Insights

Real Estate Rentals: Recent Tax Insights

by | Jan 26, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning Real Estate Rentals: Recent Tax Insights An Exclusive Report fromBradford Tax Institute Key Topics Include: How to Project If a Rental Property Is a Winner Defining “Real Estate Investor” and “Real Estate Dealer” Real Estate Investment Boot Camp Holding...
Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings

Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings

by | Jan 17, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings Bradford Institute If you start a small business or buy a rental property using a new limited liability company (LLC) this year, you can trigger the need to file new federal reports and keep...