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The Smart Tax Planning System for Business Owners ℠

Minimize the taxes your business pays.

Benefits

If your business is successful, taxes are one of your biggest expenses. Like any other line-item on your P&L, taxes should be reviewed regularly to find ways to reduce the costs.

The tax code is very complicated and your current tax preparers may be doing an excellent job with filing your business tax returns correctly to avoid audits. As a result, many opportunities to implement strategies that could reduce the taxes your business pays are overlooked.

Rather than sending your money to Washington, those dollars paid in taxes would be better served in growing your business and funding your retirement. That is why we created The Smart Tax Planning System for Business Owners ˢᵐ.

The Smart Tax Planning System for Business Owners ˢᵐ analyzes your business’ tax situation and then makes specific recommendations to improve it and reduce the costs.

The Smart Tax Planning System for Business Owners ˢᵐ uses the tax code to your advantage, looking for legitimate but often overlooked ways to reduce the taxes your business pays.

Get Started

Enroll now to get started with The Smart Tax Planning System for Business Owners ˢᵐ.  Discover a better, smarter, safer way to minimize the taxes your business pays. 

Featured Newsletters

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:...

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?...

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...

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...

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...

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...

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...

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,...

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...

Principal Residence Gain Exclusion Break

Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What Counts as a Principal Residence Special Considerations If You're Married Special...