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.
Proprietary Services for Tax Planning
The Smart Tax Minimizer (For Consumer and Home-Based Businesses) ℠
The 4x4 Financial Independence Plan ℠
Specialty Proprietary Services for Tax Planning
The Smart Tax Planning System for Business Owners ℠
Products for Tax Planning
Annuities
Charitable Trusts & Annuities
Delaware Statutory Trusts
Employee Retention Tax Credit (ERTC)
In-Service Alternative Rollovers
Insurance-Disability
Insurance-Life
Insurance-Long Term Care
Micro-Captive Insurance Companies
Mortgages-Forward
Mortgages-Reverse
No-Load Annuities
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
Coaching and Consulting
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The Smart Tax Planning Newsletter May 2022
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: Donor-Advised Funds: A Tax Planning Tool for Church and Charity Donations...
Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College Savings Strategies for Parents Paying for College—a...
The Smart Tax Planning Newsletter April 2022
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: Health Savings Accounts: The Ultimate Retirement Account Partnership with...
The Smart Tax Planning Newsletter March 2022
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: New Hope for Restoring and Fixing the Employee Retention Credit IRAs for Kids...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it's best...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big advantage of 529 plans is that qualified withdrawals are always...
The Smart Tax Planning Newsletter February 2022
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: Make sure you grab your home internet deduction Selling your home to your S...
Deducting Meals and Entertainment in 2021 -2022
Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and entertainment? 100 percent? 50 percent? 0 percent? The answer is YES! (Or more precisely, depending on the circumstances, it may be all of the above.)In this...
The Smart Tax Planning Newsletter January 2022
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 Sideline Activity a Business or a Hobby? Self-Directed IRAs Using a...
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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