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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 highlighted topics noted below.  In This Month's Newsletter We Review:...

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 Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA?...

Cybersecurity Monthly Newsletter April 2022

Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. Read on to learn more about: 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 highlighted topics noted below.  In This Month's Newsletter We Review: Health...

9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon

SECURITIESWith evidence of inflation all around us mortgage rates are, predictably, up.  Does this mean home prices will now decline?  I don’t think so and here are 9 reasons why.  Echo boomers, 75...

Why Open a 𝙢𝙮 Social Security Account?

Retirement PlanningYou might assume it's safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security account is an...

Shifting into High Gear – Profit Margins in Focus

SECURITIESPeter Lynch once said “I always thought if you looked at ten companies, you'd find one that's interesting, if you'd look at 20, you'd find two, or if you look at hundred you'll find ten....

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, and friends all the key financial deadlines heading our way over the next three...

Cybersecurity Monthly Newsletter March 2022

Asset Protection In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more...

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 highlighted topics noted below.  In This Month's Newsletter We Review: New Hope...

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The Smart Tax Planning Newsletter May 2022

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 highlighted topics noted below.  In This Month's Newsletter We Review: Donor-Advised Funds: A Tax Planning Tool for Church and Charity Donations...

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Tax-Smart Strategies to Pay for College

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 Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College Savings Strategies for Parents Paying for College—a...

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Cybersecurity Monthly Newsletter April 2022

Cybersecurity Monthly Newsletter April 2022

Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. Read on to learn more about: The urgent need for cybersecurity whistleblowers New Rules on Cybersecurity...

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The Smart Tax Planning Newsletter April 2022

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 highlighted topics noted below.  In This Month's Newsletter We Review: Health Savings Accounts: The Ultimate Retirement Account Partnership with...

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Shifting into High Gear – Profit Margins in Focus

Shifting into High Gear – Profit Margins in Focus

SECURITIESPeter Lynch once said “I always thought if you looked at ten companies, you'd find one that's interesting, if you'd look at 20, you'd find two, or if you look at hundred you'll find ten. The person that turns over the most rocks wins the game.”Synergy...

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Cybersecurity Monthly Newsletter March 2022

Cybersecurity Monthly Newsletter March 2022

Asset Protection In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: Cyber threats related to the Russia and Ukraine conflict Data...

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The Smart Tax Planning Newsletter March 2022

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 highlighted topics noted below.  In This Month's Newsletter We Review: New Hope for Restoring and Fixing the Employee Retention Credit IRAs for Kids...

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Essential Tax Tips for IRAs

Essential Tax Tips for IRAs

Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it's best...

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