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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...
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...
New Retirement Rules – What you need to know about the SECURE Act
Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may have questions on what it means for your retirement plans. Our "New Retirement Rules: SECURE Act of 2019" reference guide, offers an overview of the...
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...
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...
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...
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...
Winter 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesDo you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to...
2022 Retirement Calendar Checklist
Financial GuidesThis Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more. It compiles multiple deadlines and tasks in a simple month-by-month format to help you see at a glance what...
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,...
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...
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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The Smart Tax Planning Newsletter October 2021
Tax-Saving TipsTaxation of 529 College Savings...
Building Health Care Costs into Retirement Planning
Retirement PlanningHealth care planning is a...
Key College Funding Data 2021-2022
Retirement PlanningI know that figuring out how...
4 Ways to Evaluate Financial Aid Letters
Retirement PlanningFinancial-aid award letters...
A 60/40 Portfolio Can Be Hazardous to Your Financial Health
Retirement PlanningFor the last several decades,...
Emergency Funds
How much should you have in your rainy day...
5 Retirement Planning Myths
Here are 5 common retirement myths...You May...
8 Ideas That Help You Manage a Financial Windfall
Estate PlanningHave you ever dreamed of winning...
Key Planning & Investment Deadlines Summer 2021
Financial GuidesSummer is here! And it's time...
