Educational Blog

Financial Edification

Latest News

Tax Rules for Providing Free Meals and/or Lodging to Employees

Tax Planning Bradford Tax Institute Here’s the good news: Section 119 of our beloved Internal Revenue Code allows your business to provide free meals and/or lodging to employees on a tax-free basis...

Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover

Tax Planning Bradford Tax Institute Have you established, or are you considering, a Section 529 savings plan for a child, grandchild, or other family member?Such plans are a great way to help pay...

Consider a Roth IRA Rollover for an Overfunded Section 529 Plan

Tax Planning Bradford Tax Institute Section 529 college savings plans are a great way to help pay for a child’s or other family member’s college education.  Contributions are not federally...

Cybersecurity Monthly Newsletter May 2024

Asset Protection In this issue: Financial Sextortion: The dangerous rising scam affecting minors Cybersecurity Shorts Software Updates Welcome to your May Savvy Cybersecurity newsletter. Read on to...

Rules for Turning Your Vacation – Even a Luxurious One – Into Tax-Deductible Business Travel

Tax Planning Bradford Tax Institute When you convert your vacation into a business trip, your transportation expenses suddenly become deductible. And when you travel for business, you deduct the...

2024 Corporate Transparency Act – Required Beneficial Ownership Information Reporting to FinCEN

Tax Planning Bradford Tax InstituteThe Corporate Transparency Act (CTA) is upon us. It took effect on January 1, 2024, and imposes a new federal filing requirement for most corporations, limited...

13 Answers on the New 2024 CTA Required BOI Reporting to FinCEN

Tax PlanningBradford Tax InstituteIt’s here. The Corporate Transparency Act (CTA) became effective on January 1, 2024. The law will create a massive government database containing the identities and...

Developing a Realizable Vision for Retirement

Retirement PlanningBy Richard AtkinsonRetirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for...

2024 Federal Tax Calendar

Financial GuidesKnow Your 2024 Tax Deadlines with This Useful PDF Tax Calendar For small businesses, staying on top of your tax deadlines is no easy task. Here’s a helper for those deadlines from...

Cybersecurity Monthly Newsletter March 2024

Asset ProtectionIn this issue: How to beat the password paradox Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: A massive...

Browse All Articles, Videos, Podcasts

Browse By Topic

Stay Up To Date With The Latest News & Updates

  • Please indicate your State above so you can receive alerts for special events and more in your area!
  • This field is for validation purposes and should be left unchanged.