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2022 Key Financial Data Guide

Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience...

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 withdrawals are always federal-income-tax-free—and usually state-income-tax-free...

Cybersecurity Monthly Newsletter September 2021

Asset ProtectionIn this issue: The Importance of Updating Your Software Always: Apple and Google Savvy Cybersecurity Quick Links  Cybersecurity Shorts Software Updates The Importance of Updating...

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

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 want to go. But given rising expenses, no retirement plan is complete without...

Key College Funding Data 2021-2022

Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement...

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. The ideas expressed were simply one-lines. Below you will find related articles...

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 levels, we're typically seeing cases in which the S corp. owner can legally slash...

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 This opens the door for what we are going to call the 105-HRA. We created this...

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 use any reasonable method to determine the business percentage" of your home...

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2022 Key Financial Data Guide

2022 Key Financial Data Guide

Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience without having to search the internet for numbers on tax brackets,...

read more
The Smart Tax Planning Newsletter October 2021

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 withdrawals are always federal-income-tax-free—and usually state-income-tax-free too.  What you may not know is that not all 529 withdrawals are...

read more
Cybersecurity Monthly Newsletter September 2021

Cybersecurity Monthly Newsletter September 2021

Asset ProtectionIn this issue: The Importance of Updating Your Software Always: Apple and Google Savvy Cybersecurity Quick Links  Cybersecurity Shorts Software Updates The Importance of Updating Your Software Always: Apple and Google If you ask a cybersecurity...

read more
The Smart Tax Planning Newsletter September 2021

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 highlighted topics noted below.  In This Month's Newsletter We Review: Save Your Employee Retention Credit Vaccinated? Claim Tax Credits for Your...

read more
Building Health Care Costs into Retirement Planning

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 want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines...

read more
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement plans. I don't want that to happen to you. Below you will find a link to...

read more
14 Tax Reduction Strategies for the Self-Employed

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. The ideas expressed were simply one-lines. Below you will find related articles with the nuts and bolts of implementing those tax planning strategies....

read more
Cybersecurity Monthly Newsletter August 2021

Cybersecurity Monthly Newsletter August 2021

Asset ProtectionIn this issue: Back to school: 4 Cybersecurity Trends Emerging threat: T-Mobile data breach  Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. This month we'll be talking about cybersecurity lessons for kids....

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The Smart Tax Planning Newsletter August 2021

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 highlighted topics noted below.  In This Month's Newsletter We Review: Don't Miss Out on the Employee Retention Credit Loophole: Harvest Tax Losses...

read more

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