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Financial & Legal Professionals

We collaborate with financial and legal professionals to provide tailored support for their clientele. Our team offers expert advice and strategic guidance aimed at optimizing tax savings and facilitating the journey towards financial independence.

If you are interested in learning about the ways we can assist, we invite you to schedule a complimentary 15-minute consultation. During this session, we can discuss your specific needs and those of your clients.

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If you have any questions regarding our services, please don’t hesitate to reach out to us at [email protected]. Alternatively, you can schedule a complimentary 15-minute consultation to inquire further and determine whether we align with your needs and expectations. We look forward to assisting you!

Latest News

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...

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

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...

New IRS Crypto Tax Reporting Rules Coming Soon

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...

Real Estate Rentals: Recent Tax Insights

Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a Winner Defining “Real Estate Investor” and “Real Estate Dealer” Real Estate...

Holding Real Property in a Corporation: Good or Bad Idea?

Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values are actually dropping after reaching all-time highs in the middle of last year....

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...

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...

Key College Funding Data 2021-2022

Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement...

Key Planning & Investment Deadlines Summer 2021

Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines reference card. Every quarter, I like to send clients, family, and friends a reminder reference...

A Quick Guide to Retirement Plans for Small Business Owners

ProfessionalsAs a business owner, you may be surprised to find that offering the right retirement plan may significantly benefit both you and your employees. Here’s an overview of all the major...

Browse All Articles, Videos, Podcasts for Professionals

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

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

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 other owners. In these scenarios, consider the advantages of putting...

read more
New IRS Crypto Tax Reporting Rules Coming Soon

New IRS Crypto Tax Reporting Rules Coming Soon

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 facilitate the transfer of digital assets such as Bitcoin and other...

read more
Real Estate Rentals: Recent Tax Insights

Real Estate Rentals: Recent Tax Insights

Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a Winner Defining “Real Estate Investor” and “Real Estate Dealer” Real Estate Investment Boot Camp Holding Real Property in a Corporation: Good or Bad...

read more
Holding Real Property in a Corporation: Good or Bad Idea?

Holding Real Property in a Corporation: Good or Bad Idea?

Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values are actually dropping after reaching all-time highs in the middle of last year. Gasp! Even so, real property is still probably a wise investment over...

read more
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...

read more
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...

read more
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement plans. I don't want that to happen to you. Below you will find a link to...

read more
Key Planning & Investment Deadlines Summer 2021

Key Planning & Investment Deadlines Summer 2021

Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines reference card. Every quarter, I like to send clients, family, and friends a reminder reference card of all the key financial deadlines heading our way over the next...

read more