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11 Financial Tips to Make Caregiving Easier

Tax Planning Caregivers generally tend to their elderly/ disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage...

EP 0011. Budgeting for Dummies

The Financial Independence Now Podcast Hosted by Randy LuebkeIn this episode of Financial Independence Now, host Randy Luebke dives into one of the most crucial yet challenging aspects of financial...

Cybersecurity Monthly Newsletter June 2024

Asset Protection In this issue: Microsoft Recall Feature Raising Security Concerns Cybersecurity Shorts Software Updates Microsoft's Recall Feature Raising Security Concerns Microsoft's new...

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...

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