Past Newsletters
2024 Federal Tax Calendar
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 the Bradford Tax Institute, the 2024 Federal Tax Calendar, tailored for...
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...
Big Tax Changes to Know for 2024
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 Some of the Key Topics Covered in this Report: SECURE 2.0 Adds New...
The Smart Tax Planning Newsletter March 2024
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 complexities of financial planning, one opportunity stands out for young adults:...
2024 Key Planning & Investment Deadlines for Q2
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 clients, family, and friends this guide to remind them of all the key...
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...
Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65.Why? Because once you enroll in Medicare at 65, you (or your employer) may...
Cybersecurity Monthly Newsletter February 2024
Asset ProtectionIn this issue: Your Email Address: The Key to Your Digital Life Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: AI robocalls impersonating President Biden How AI and social...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here are four steps to a sustainable planMillennials really like the idea of retiring early. In fact,...
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