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

by | May 15, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

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

by | May 15, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

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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Developing a Realizable Vision for Retirement

by | May 6, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

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...
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2024 Federal Tax Calendar

by | April 30, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

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...
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Cybersecurity Monthly Newsletter March 2024

by | April 27, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements | 0 Comments

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...
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Your Co-Owned Business Probably Needs a Buy-Sell Agreement

by | April 24, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax PlanningBradford Tax InstituteSay you’re a co-owner of an existing business. Or you might be buying an existing business with some other owners. Or you might be founding a new business with some...
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Big Tax Changes to Know for 2024

by | April 9, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial Guides2024 has brought some big tax changes with it. It’s essential to stay informed about these developments to ensure compliance and make the most of available opportunities.Here are...
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The Smart Tax Planning Newsletter March 2024

by | March 27, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax Reporting Rules Coming Soon IRAs for Young Adults As we navigate the...
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2024 Key Planning & Investment Deadlines for Q2

by | March 25, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial GuidesSpring is coming and to keep you financially organized for Q2, we are providing you with our Spring Key Planning & Investment Deadlines Guide. Every quarter, I like to send...
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New IRS Crypto Tax Reporting Rules Coming Soon

by | March 19, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax PlanningBradford Tax InstituteMarch 2024The IRS released over 280 pages of proposed regulations intended to implement the congressional mandate that the broker reporting rules apply to those who...
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Browse All Articles, Videos, Podcasts

EP 0010. Roth Math

EP 0010. Roth Math

Aug 24, 2023

The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of The Financial Independence Now podcast...

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