Educational Blog

Financial Edification

Latest News

The Smart Tax Planning Newsletter March 2024

Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax Reporting Rules Coming Soon IRAs for Young Adults As we navigate the...

2024 Key Planning & Investment Deadlines for Q2

Financial GuidesSpring is coming and to keep you financially organized for Q2, we are providing you with our Spring Key Planning & Investment Deadlines Guide. Every quarter, I like to send...

New IRS Crypto Tax Reporting Rules Coming Soon

Tax PlanningBradford Tax InstituteMarch 2024The IRS released over 280 pages of proposed regulations intended to implement the congressional mandate that the broker reporting rules apply to those who...

Social Security, Medicare, and HSAs

Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65.Why?...

Cybersecurity Monthly Newsletter February 2024

Asset ProtectionIn this issue: Your Email Address: The Key to Your Digital Life Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more...

4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement

Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here are four steps to a...

Cybersecurity Monthly Newsletter January 2024

Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to your January Savvy Cybersecurity newsletter. Read on to learn more about: AI tools...

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...

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...

2024 Key Financial Data Guide

Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this...

Browse All Articles, Videos, Podcasts

Stay Up To Date With The Latest News & Updates

  • Please indicate your State above so you can receive alerts for special events and more in your area!
  • This field is for validation purposes and should be left unchanged.