Tax Planning
At the core of our financial philosophy lies the awareness that taxes represent life’s most significant expense. Although paying taxes is not optional, the power to optimize how you manage them lies in your hands. This principle, known as “The Net,” underscores the importance of what you keep, not just what you make. Making better, smarter, and safer tax-efficient financial decisions is key to preserving your hard-earned wealth. We are here to empower you with the knowledge and expertise to navigate the complexities of taxation, ensuring you make informed choices that lead to a brighter financial future. Let us guide you on this journey of financial optimization, helping you secure a more prosperous and fulfilling life.
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Browse All Tax Planning Articles, Videos, Podcasts
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...
Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners
Tax PlanningBradford InstituteIRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any other provision of this section or section 183, if a dwelling unit is used during the taxable year by the taxpayer as a residence and such dwelling unit...
Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE
Tax PlanningBradford InstituteTravel to a Fancy Resort Hotel Where You Use Your Laptop for CE You may have stumbled on an unusual continuing education (CE) opportunity that feels like a vacation. It works like this: You take the classes on your laptop. You sit alone...
The Smart Tax Planning Newsletter October 2023
Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or Boat Tax-Free Rental Income with the Augusta Rule Donating Clothing to Goodwill and the Salvation Army As the year comes to a close, many taxpayers...
Act Now! Get Your Safe-Harbor Expensing in Place
Tax PlanningBradford InstituteHere are two tax words that you have to love: "safe harbor." And here are five additional tax words to love: "tax-favored expensing with no recapture." To create and protect your safe-harbor expensing, you make-or your corporation or...
Family Loans: Only Path to a Decent Home Loan Interest Rate
Tax PlanningBradford InstituteYou may want to help a family member buy a home by making a loan to that person. That might to be the only way for a prospective homebuyer to get a decent interest rate these days. As this was written, the national average rate for a...
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. Gasp! Even so, real property is still probably a wise investment over...
The Smart Tax Planning Newsletter September 2023
Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into Depreciation HSAs for Business Owners When enacted, the Affordable Care Act (ACA) eliminated most small-business health plans that reimbursed...
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SPECIAL REPORT for 2023
Crucial tax changes and updates that will impact individuals and businesses in 2023.
Key Topics We Cover in this Special Report:
- Alert: A Massive New FinCEN Filing Requirement Is Coming
- $80 Billion to the IRS: What It Means for You
- New Law Improves Energy Tax Benefits for Business Owners and Landlords
- Buying an Electric Vehicle? Know These Tax Law Changes
- Get Ready to Say Goodbye to 100 Percent Bonus Depreciation