Past Newsletters
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,...
Cybersecurity Monthly Newsletter January 2024
Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to your January Savvy Cybersecurity newsletter. Read on to learn more about: AI tools being used by US spies The importance of two-factor authentication on...
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...
Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings
Tax PlanningBradford InstituteIf you start a small business or buy a rental property using a new limited liability company (LLC) this year, you can trigger the need to file new federal reports and keep them up to date.Take This Seriously The penalties for...
2024 Key Financial Data Guide
Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this year’s critical figures covering Social Security, taxes, health...
2024 Social Security Quick Reference Guide
Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery and continued prosperity. In our ongoing commitment to providing valuable resources for your financial well-being, we are thrilled to present our...
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