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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...
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...
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...
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...
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...
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...
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...
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...
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 features of each kind of retirement plan, including SIMPLE, SEP, 401(k),...