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Taxpayer Penalties 2023

by | February 6, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax PlanningBradford Tax Institute, January 2023REASONPENALTY RELIEFIRC SECTIONFailure to pay0.50% of unpaid balance per month; maximum of 25%6651(a)(2)Failure to file 5% of unpaid balance per...
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Winter 2023 Key Financial Deadlines

by | January 30, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial Guides Do you know what days the market closes for 2023? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each...
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2023 Key Financial Data Guide

by | January 16, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season. I hope 2023 brings good fortune and health to you all. Today, I'm providing...
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Last-Minute Year-End Tax Deductions for Existing Vehicles

by | December 13, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax PlanningIt's time to examine your existing business and personal (yes, personal) cars, SUVs, trucks, and vans for some profitable year-end business tax deductions.In this article, first we will...
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A Handy Checklist for Year-End Planning

by | December 12, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your calendar. But we strongly suggest that you carve out some time for...
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2022 Last-Chance Financial Planning Checklist

by | December 6, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial Guides It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family, friends, and clients. It’s a quick way to determine if you need to...
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Last Minute Retirement Reminder

by | December 5, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Retirement PlanningThe clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are four...
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How to Pay for Long-Term Care: 8 Strategies

by | November 9, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a...
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Fall 2022 Key Financial Planning & Investment Deadlines Checklist

by | October 24, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial GuidesAs we head into the fourth quarter, it's time for your Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a reminder of...
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Series I Bonds

by | October 1, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Retirement PlanningThrough October 2022, you can buy Series I bonds that pay 9.62 percent interest. And you receive that rate for six months from the time of purchase. What happens after that? On...
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Browse All Articles, Videos, Podcasts

Tax-Smart Strategies to Pay for College

Tax-Smart Strategies to Pay for College

May 10, 2022

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? Tax-Smart College Savings Strategies for Parents Paying for College—a...

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Cybersecurity Monthly Newsletter April 2022

Cybersecurity Monthly Newsletter April 2022

Apr 30, 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 urgent need for cybersecurity whistleblowers New Rules on Cybersecurity...

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The Smart Tax Planning Newsletter April 2022

The Smart Tax Planning Newsletter April 2022

Apr 30, 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 Savings Accounts: The Ultimate Retirement Account Partnership with...

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Shifting into High Gear – Profit Margins in Focus

Shifting into High Gear – Profit Margins in Focus

Apr 15, 2022

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. The person that turns over the most rocks wins the game.”Synergy...

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Cybersecurity Monthly Newsletter March 2022

Cybersecurity Monthly Newsletter March 2022

Mar 31, 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 about: Cyber threats related to the Russia and Ukraine conflict Data...

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The Smart Tax Planning Newsletter March 2022

The Smart Tax Planning Newsletter March 2022

Mar 28, 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 for Restoring and Fixing the Employee Retention Credit IRAs for Kids...

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Essential Tax Tips for IRAs

Essential Tax Tips for IRAs

Mar 18, 2022

Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it's best...

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The Smart Tax Planning Newsletter February 2022

The Smart Tax Planning Newsletter February 2022

Feb 28, 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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