The 4 Essential Element
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
The 4x4 Financial Independence Plan ˢᵐ
The Smart Tax Minimizer (For Consumer and Home-Based Businesses) ˢᵐ
The Smart Tax Planning System for Business Owners ˢᵐ
Charitable Trusts & Annuities
Deferred Sales Trusts
Delaware Statutory Trusts
In-Service Alternative Rollovers
Insurance-Long Term Care
Micro-Captive Insurance Companies
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Research & Development Tax Credits (R&D, etc.)
Retirement Plans - Pension & Profit Sharing Plans - The Super(k)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Self-Directed Brokerage Accounts
Browse All Tax Planning Articles, Videos, Podcasts
Key BirthdaysDo you know someone celebrating any of these milestones? We are always happy to talk with someone you know about these important birth dates. Certain milestones present special tax and investment questions to consider. If someone you know has a key...
Tax PlanningThe Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you make the move.We love Roth IRAs and...
Tax PlanningEach year, the Social Security Administration (SSA) announces the cost-of-living adjustment for the next year. Whether you are retired or not, you should be aware of what the changes mean.In October the Social Security Administration announced that the...
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: PPP Extended - Act Fast or Miss Out Double Benefits: Claiming Both the ERC and...
Tax PlanningWhile the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review the changes every year as your tax situation may be different. Certain areas such as deductions and estate planning should be looked at every year. For...
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss how budding real estate investors can overcome one of their primary fears: Where...
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: Covid-19 tax relief measures Business tax breaks thanks to the recently...
An exclusive report from Bradford Tax Institute.Topics Lock in the Home-Office Deduction for Your S Corporation Avoid Trouble: Don't Let the IRS Set Your S Corporation Salary Avoid this S Corporation Health Insurance Deductible Mistake Terminating Your S Corporation...
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss mindset and what it takes to overcome doubts and procrastination and get started...