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
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Employee Retention Tax Credit (ERTC)
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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
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Browse All Tax Planning Articles, Videos, Podcasts
2024 Federal Tax Calendar
Financial GuidesKnow Your 2024 Tax Deadlines with This Useful PDF Tax Calendar For small businesses, staying on top of your tax deadlines is no easy task. Here’s a helper for those deadlines from the Bradford Tax Institute, the 2024 Federal Tax Calendar, tailored for...
Your Co-Owned Business Probably Needs a Buy-Sell Agreement
Tax PlanningBradford Tax InstituteSay you’re a co-owner of an existing business. Or you might be buying an existing business with some other owners. Or you might be founding a new business with some other owners. In these scenarios, consider the advantages of putting...
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 complexities of financial planning, one opportunity stands out for young adults:...
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 facilitate the transfer of digital assets such as Bitcoin and other...
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 Investment Boot Camp Holding Real Property in a Corporation: Good or Bad...
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 keep them up to date.Take This Seriously The penalties for...
Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners
Tax PlanningBradford InstituteIRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any other provision of this section or section 183, if a dwelling unit is used during the taxable year by the taxpayer as a residence and such dwelling unit...
Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE
Tax PlanningBradford InstituteTravel to a Fancy Resort Hotel Where You Use Your Laptop for CE You may have stumbled on an unusual continuing education (CE) opportunity that feels like a vacation. It works like this: You take the classes on your laptop. You sit alone...
The Smart Tax Planning Newsletter October 2023
Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or Boat Tax-Free Rental Income with the Augusta Rule Donating Clothing to Goodwill and the Salvation Army As the year comes to a close, many taxpayers...
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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