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

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

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The 4x4 Financial Independence Plan ℠

Specialty Proprietary Services for Tax Planning

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The Smart Tax Planning System for Business Owners ℠

Products for Tax Planning

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Annuities

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Charitable Trusts & Annuities

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Delaware Statutory Trusts

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Employee Retention Tax Credit (ERTC)

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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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Coaching and Consulting

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Browse All Tax Planning Articles, Videos, Podcasts

Real Estate Rentals: Recent Tax Insights

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...

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The Smart Tax Planning Newsletter October 2023

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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Act Now! Get Your Safe-Harbor Expensing in Place

Act Now! Get Your Safe-Harbor Expensing in Place

Tax PlanningBradford InstituteHere are two tax words that you have to love: "safe harbor." And here are five additional tax words to love: "tax-favored expensing with no recapture." To create and protect your safe-harbor expensing, you make-or your corporation or...

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Family Loans: Only Path to a Decent Home Loan Interest Rate

Family Loans: Only Path to a Decent Home Loan Interest Rate

Tax PlanningBradford InstituteYou may want to help a family member buy a home by making a loan to that person. That might to be the only way for a prospective homebuyer to get a decent interest rate these days.  As this was written, the national average rate for a...

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Holding Real Property in a Corporation: Good or Bad Idea?

Holding Real Property in a Corporation: Good or Bad Idea?

Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values are actually dropping after reaching all-time highs in the middle of last year. Gasp! Even so, real property is still probably a wise investment over...

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The Smart Tax Planning Newsletter September 2023

The Smart Tax Planning Newsletter September 2023

Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into Depreciation HSAs for Business Owners When enacted, the Affordable Care Act (ACA) eliminated most small-business health plans that reimbursed...

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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