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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 February 2022

The Smart Tax Planning Newsletter February 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: Make sure you grab your home internet deduction Selling your home to your S...

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Cybersecurity Monthly Newsletter February 2022

Cybersecurity Monthly Newsletter February 2022

Asset Protection In this issue: Don't Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: Why you should think twice before scanning a QR code Cyber threats...

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Deducting Meals and Entertainment in 2021 -2022

Deducting Meals and Entertainment in 2021 -2022

Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and entertainment? 100 percent? 50 percent? 0 percent? The answer is YES! (Or more precisely, depending on the circumstances, it may be all of the above.)In this...

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Cybersecurity Monthly Newsletter January 2022

Cybersecurity Monthly Newsletter January 2022

Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you so far. In the world of cybersecurity, it is only the first month of the year, but we have already seen data breaches, hacks, and fraud. Read on to...

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The Smart Tax Planning Newsletter January 2022

The Smart Tax Planning Newsletter January 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: Is Your Sideline Activity a Business or a Hobby? Self-Directed IRAs Using a...

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Principal Residence Gain Exclusion Break

Principal Residence Gain Exclusion Break

Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What Counts as a Principal Residence Special Considerations If You're Married Special Rule for Unmarried Surviving Spouse Beware of Anti-Recycling Rule When to...

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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,...

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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...

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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...

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