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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
Birthday Milestones Present Special Tax and Investment Questions to Consider
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...
8 Reasons Not To Do a Roth Conversion
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...
The Cost-of-Living Adjustment and What it Means for You
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...
The Smart Tax Planning Newsletter April 2021
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...
Key Changes to the Tax Cuts & Jobs Act
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...
Episode 20 Seller Financing and Other Ways to Fund your Real Estate Investments
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...
The Smart Tax Planning Newsletter March 2021
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...
The Practical Guide to S Corporation Taxes
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...
Episode 19 Getting Started
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...