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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.

Latest News

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...

Key Planning & Investment Deadlines Spring 2021

Financial GuidesFor this reason, I want to share our reference card entitled, "Key Changes from the Tax Cuts and Jobs Act”. This chart touches on aspects of your tax plan that you will want to look...

Key Planning & Investment Deadlines Winter 2021

Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each...

Browse All Articles, Videos, Podcasts for Professionals

Key Planning & Investment Deadlines Winter 2021

Key Planning & Investment Deadlines Winter 2021

Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to...

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Monthly Client Newsletter December 2020

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...

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2021 Key Financial Data

2021 Key Financial Data

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...

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Savvy Cybersecurity Quick Reference Guide 2021

Savvy Cybersecurity Quick Reference Guide 2021

Asset Protection  A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a "My Action Plan" so you'll know the next steps to take to immediately boost protection against fraud. IMPORTANT The information contained...

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Savvy Cybersecurity Business Protection Checklist 2021

Savvy Cybersecurity Business Protection Checklist 2021

Asset ProtectionUse the following topics and questions to guide a cybersecurity discussion with your security professionals and management team.  The goal is to share information, identify problems and strengths, and take action. IMPORTANT The information contained in...

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IRS Key Contact Information and Helpful Links

IRS Key Contact Information and Helpful Links

Here's a handy resource for you. On this one-page desktop reference PDF, you will find a plethora of Key IRS Contact Information and Helpful Links.With a click of your mouse, you can download this PDF to your desktop and have the IRS phone numbers and websites for the...

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10 Ways To Protect A Small Business from Hackers

10 Ways To Protect A Small Business from Hackers

As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue threatening businesses. Identity thieves have branched out. They’re not just after individuals anymore—businesses are the new target for hackers and...

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5 Things You Need To Know About The SECURE Act

5 Things You Need To Know About The SECURE Act

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know.The SECURE Act, passed in late 2019, is by far the biggest...

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