The 4 Essential Element

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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The 4x4 Financial Independence Plan ˢᵐ

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The Smart Tax Minimizer (For Consumer and Home-Based Businesses) ˢᵐ

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The Smart Tax Planning System for Business Owners ˢᵐ

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Annuities

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Charitable Trusts & Annuities

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Deferred Sales Trusts

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Delaware Statutory Trusts

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In-Service Alternative Rollovers

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Insurance-Disability

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Insurance-Life

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Insurance-Long Term Care

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Micro-Captive Insurance Companies

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Mortgages-Forward

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Mortgages-Reverse

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No-Load Annuities

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Research & Development Tax Credits (R&D, etc.)

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Retirement Plans - Pension & Profit Sharing Plans - The Super(k)

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Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

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Self-Directed Brokerage Accounts

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Are You Cheating Yourself by Using IRS Mileage Rates?

Are You Cheating Yourself by Using IRS Mileage Rates?

Tax PlanningBradford Tax InstituteAre you using IRS mileage rates for your business vehicle? I have a new tool that can tell us whether the mileage rates are a good deal for your taxes. With this tool, I look at the entire life of your vehicle, including any gain or...

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Tax-Deductible Business Expansion Beats Capitalization

Tax-Deductible Business Expansion Beats Capitalization

Tax PlanningBradford Tax InstituteTax deductions put cash in your pocket and make you smile. Capitalized business acquisition expenses don't make you smile because they generally produce no tax cash benefit until you get out of the business, if ever. And then that...

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Know These Four Magic Business Mileage Rules

Know These Four Magic Business Mileage Rules

Tax PlanningBradford Tax InstituteWhen you know the rules related to business mileage, you: protect yourself in the event of an IRS audit, and pay less tax. Take Henry, for example. Before he knew the mileage rules, he deducted 30 percent of his SUV's cost. Once he...

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Tax Deductions for Entertainment Facility – Vacation Home

Tax Deductions for Entertainment Facility – Vacation Home

Tax PlanningBradford Tax InstituteHere is a bit of good news: your vacation home can produce business deductions. But you need to avoid having your vacation home classified as an entertainment facility in order to qualify for business deductions.   Entertainment...

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Deduct 100 Percent of Your Business Meals Under New Rules

Deduct 100 Percent of Your Business Meals Under New Rules

Tax PlanningBradford Tax InstituteSince 1986, lawmakers have limited business meal deductions: first to 80 percent, and then to 50 percent (unless an exception applies). But on December 27, 2020, in an effort to help the restaurant industry due to the COVID-19...

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The Smart Tax Planning Newsletter July 2021

The Smart Tax Planning Newsletter July 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: Is Your Travel Day Personal or a Tax-Deductible Business Day? 2 Ways to Fix...

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The Smart Tax Planning Newsletter June 2021

The Smart Tax Planning Newsletter June 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: Benefit Big from the Work Opportunity Tax Credit Tax Planning for the New...

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