Turn your nest egg into a steady retirement paycheck with these 5 smart steps—from mindset to monthly income. #retirementplanning #financialfreedom

Source: https://www.kiplinger.com/retirement/5-steps-to-turn-your-nest-egg-into-a-retirement-paycheck

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Understanding Mark-to-Market Trader Taxes: Unlock full business deductions, avoid wash-sale rules, and simplify tax reporting—if you qualify as a trader and elect Section 475(f).

Source: Trader Status & 475 Mark-to-Market | Charles Schwab

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Surprise Tax Deduction Alert: Selling a business-use vehicle after claiming standard mileage can unlock a big ordinary loss deduction—thanks to embedded depreciation. Don’t miss this hidden tax-saving opportunity!

Source: bradfordtaxinstitute.com/Content/Vehicle-Used-for-Business-Can-Produce-a-Big-Surprise-Deduction.aspx

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Received an Incorrect 1099-NEC? Here’s How to Report the Right Income and Avoid an IRS Audit.

Source: bradfordtaxinstitute.com/Content/Year-End-1099-NECs-Are-Often-Wrong-And-How-to-Correct-Them.aspx

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Make Your Corporate Vehicle Work for You—Not Against You.
Use smart tax strategies to deduct 100% of your vehicle costs and avoid surprise income tax on personal use. Reimburse by year-end to stay compliant and save more.

Source: bradfordtaxinstitute.com/Content/Turn-Your-Corporate-Vehicle-into-a-Tax-Smart-Asset.aspx

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Avoid a $150,000 IRS Penalty: Don’t Overlook Form 5500-EZ for Your Solo 401(k) or Retirement Plan

Source: bradfordtaxinstitute.com/Content/Your-Retirement-Plan-Exposes-You-to-a-150000-Penalty.aspx

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Simplify Your Giving: Use an IRA Checking Account for Tax-Smart Charitable Donations—But Watch the Rules!

Source: bradfordtaxinstitute.com/Content/QCD-with-IRA-Checking-Account.aspx

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Maximize your 2025 tax savings: Use Section 179 to deduct qualifying commercial property improvements—just make sure you’re actively managing the business to qualify.

Source: bradfordtaxinstitute.com/Content/Using-Section-179-Deductions-for-Commercial-Rental-Properties.aspx

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When It Comes to Scam Losses, the IRS Says Greed Pays—But Goodwill Doesn’t.
Only victims seeking profit may deduct scam losses; emotional motives get no tax break.

Source: bradfordtaxinstitute.com/Content/Greed-or-Goodwill-Your-Motive-Makes-a-Scam-Loss-Deductible.aspx

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Joint Venture ≠ Partnership… Unless the IRS Says So!
Elect out now to skip the paperwork, avoid penalties, and keep your tax life simple

Source: bradfordtaxinstitute.com/Content/Avoid-Unwanted-Partnership-Tax-Status-Elect-Out.aspx

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Don’t lose tax deductions—digitize your receipts! Paper fades, but digital proof lasts. Use apps like Shoeboxed or Expensify to stay audit-ready and organized. #TaxTips #SmallBusiness #DigitalReceipts

Source: bradfordtaxinstitute.com/Content/Protect-Yourself-Digitize-Tax-Receipts.aspx

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IRS Tightens Rules on Worker Classification Relief — New Guidance Makes Section 530 Safe Harbor Harder to Qualify For

Source: bradfordtaxinstitute.com/Content/IRS-Makes-It-Harder-to-Use-the-Section-530-Safe-Harbor.aspx

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