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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, the profits of that business can generate the Section 199A tax deduction. No-Problem Businesses You qualify for the Section 199A deduction—period,...

EPISODE 12 Self-Directing Your Retirement Options

Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss retirement accounts and the ability to self-direct by choosing your own investments...

How To Deduct Medicare As A Business Expense

Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if: You have high income, and You’re married and both you and your spouse are paying premiums.  Fortunately, the premiums can potentially help your tax situation. The dollar...

10 Ways To Protect A Small Business from Hackers

As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue threatening businesses. Identity thieves have branched out. They’re not just after individuals anymore—businesses are the new target for hackers and...

Unlock Tax Deductions With A Rental Property Home Office

With the start of a new tax year, you’re probably looking for new tax savings opportunities. As you probably know, establishing a home office for your Schedule C or corporate business creates valuable tax deductions. But it’s not available only for your...

Family Income Protection

If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence.  In this...

How To Know If You’ve Been Hacked

October is Cybersecurity Awareness Month for our Nation! We strongly believe in knowing how to protect oneself online, which is why we want to share these tips on how to be safe and secure online.   Cyber-attacks are launched at us every day. Do you know 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 important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Discuss: There's Still Time to Get $150,000 from...

Last Will & Testament: Add A Letter Covering These 14 Wishes

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a...

Home Equity Conversion

If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why you should) convert that home equity into a contract that will allow you to withdraw annual tax free income at retirement. Click here or click image...

Browse All Articles, Videos, Podcasts

Section 199A – A 20% Tax Deduction You Want To Get Right!

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, the profits of that business can generate the Section 199A tax deduction. No-Problem Businesses You qualify for the Section 199A deduction—period,...

read more
EPISODE 12 Self-Directing Your Retirement Options

EPISODE 12 Self-Directing Your Retirement Options

Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss retirement accounts and the ability to self-direct by choosing your own investments...

read more
How To Deduct Medicare As A Business Expense

How To Deduct Medicare As A Business Expense

Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if: You have high income, and You’re married and both you and your spouse are paying premiums.  Fortunately, the premiums can potentially help your tax situation. The dollar...

read more
10 Ways To Protect A Small Business from Hackers

10 Ways To Protect A Small Business from Hackers

As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue threatening businesses. Identity thieves have branched out. They’re not just after individuals anymore—businesses are the new target for hackers and...

read more
Unlock Tax Deductions With A Rental Property Home Office

Unlock Tax Deductions With A Rental Property Home Office

With the start of a new tax year, you’re probably looking for new tax savings opportunities. As you probably know, establishing a home office for your Schedule C or corporate business creates valuable tax deductions. But it’s not available only for your...

read more
Family Income Protection

Family Income Protection

If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence.  In this...

read more
How To Know If You’ve Been Hacked

How To Know If You’ve Been Hacked

October is Cybersecurity Awareness Month for our Nation! We strongly believe in knowing how to protect oneself online, which is why we want to share these tips on how to be safe and secure online.   Cyber-attacks are launched at us every day. Do you know the...

read more
The Smart Tax Planning Newsletter September 2020

The Smart Tax Planning Newsletter September 2020

The Smart Tax Planning NewsletterSeptember 2020Every 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 Discuss: There's Still Time to Get $150,000 from...

read more
Last Will & Testament: Add A Letter Covering These 14 Wishes

Last Will & Testament: Add A Letter Covering These 14 Wishes

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a...

read more

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