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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

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...

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...

Browse All Articles, Videos, Podcasts for Professionals

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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How To Start The Family Caregiving Discussion

How To Start The Family Caregiving Discussion

Estate PlanningAmanda ChaseNobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get a plan in place before you urgently need it.Most of us have always...

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IRS Throws Salt in the SALT Deduction Limit Wound

IRS Throws Salt in the SALT Deduction Limit Wound

The Tax Cuts and Jobs Act of 2017 introduced a limit for deductions on state and local taxes. Some states hoped to get around that through charitable contributions. But the IRS says no.In August of 2018, the IRS released new proposed regulations (technically, they are...

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The SECURE & CARES Act’s Impact On Retirement

The SECURE & CARES Act’s Impact On Retirement

What Your Client's Need To Know NowThe Setting Every Community Up for Retirement Enhancement (SECURE) Act single-handedly upended many long-standing retirement rules when it became effective on January 1, 2020. Shockingly, the SECURE Act was pushed to the back burner...

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Key Tax Changes From The Tax Cuts And Jobs Act

Key Tax Changes From The Tax Cuts And Jobs Act

As financial professionals, we all have to deal with the fallout of the Tax Cuts and Jobs Act, so I’m enclosing a very handy reference card that I send to all of my clients which, I thought you might find beneficial as well. It’s called the Key Tax Changes From the...

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Factors To Consider When Updating Your Insurance Coverage

Factors To Consider When Updating Your Insurance Coverage

The Smart Asset Protection Planning Newsletter With government health care policies always uncertain and the memory of super storms still fresh, now is a good time to review insurance policies coverage, insurance needs, and emergency plans. Insurance coverage tends to...

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