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Tax Planning
Taxes are life’s single biggest expense. Yet, like most expenses, paying taxes is a choice that you make. This is the principle of “The Net” which states, “It’s not what you make, it’s what you keep that matters.” It’s not that you get to choose if you should or should not pay taxes. It is, however, a matter of making Better, Smarter, Safer tax-efficient financial decision
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Browse All Tax Planning Articles, Videos, Podcasts
Helicopter View of 2023 Meals and Entertainment
Tax PlanningAs a tax consultant, I want to provide you with the latest updates on the business meal deduction for the year 2023 and beyond. As you may already know, there have been some significant changes to the business meal deduction for 2023 and beyond. The...
SECURE 2.0 Adds New Escapes from the 10% Early Withdrawal Penalty
Tax PlanningIn late 2022, Congress passed the SECURE 2.0 Act, which made several changes to tax-advantaged retirement plans. Many of the changes create new exceptions to the 10 percent penalty on early withdrawals from IRAs and other retirement accounts before age 59...
EP 0003. The Perfect Investment
Financial Independence Now PodcastHosted by Randy LuebkeAre you searching for the perfect investment that will pave your way to financial independence? In this latest episode of Financial Independence Now, host Randy Luebke introduces you to the elusive "perfect...
EP 0002. My 3 Favorite Investments
Financial Independence Now PodcastHosted by Randy LuebkeDiscover the secrets to becoming Financially Independent; “When the assets you have provide the income you need to live the life you want, and work is no longer a requirement, it’s an option. Join host, Randy...
EP 0001. What is Financial Independence?
Financial Independence Now PodcastHosted by Randy LuebkeThis is the inaugural episode of "Financial Independence Now", and it is a “must-listen”. In this episode, Randy Luebke discusses the keys to achieving financial independence, something he calls Retirement 2.0. ...
5 Tax Gotchas In Retirement
Tax PlanningIf you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you should be aware of. Most people...
Alert: A Massive New FinCEN Filing Requirement is Coming
Tax Planningby Bradford InstituteDo you own or advise a corporation, limited liability company (LLC), limited partnership, limited liability partnership, limited liability limited partnership, or business trust? Or are you planning to form one of these entities? If...
State Tax Department Contact Information
Financial Guides We know you are busy and don't have time to waste searching for a State Tax Department's contact information. Therefore, we made it easy for you to quickly reference the tax department information for all 50 states. In this 2-page reference guide, you...
A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementMarket highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month's meeting. Because lending rates have increased, housing sales...