2011 Tax Planning Guide
The Tax Relief Act of 2010 extended some tax breaks and expanded others. But certain provisions expire at the end of 2011, and others — including lower tax rates — after 2012. In light of this uncertainty, minimizing taxes over the next few years will require smart planning and timely action. To that end, we’re pleased to offer this Tax Guide.

Final Rule to Improve Transparency of Fees and Expenses to Workers in 401(k)-Type Retirement Plans
The Department of Labor’s Employee Benefits Security Administration (EBSA) recently released a final rule that will help America’s works manage and invest the money they contribute to their 401(k)-type pension plans. Read more about the specifics you can expect in your plan to make available to you.

Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010
After months of political inaction, countless hours of debate, threats, cajoling and a special post-election Congressional session, the Senate and the House of Representatives have approved, and the President has signed, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

Estate and Gift Tax Planning Continues
Estate and gift tax planning continues to be a challenge in the legislative void. Regardless of what Congress make pass this year, 2011 will see many changes.

To Keep The Bush Tax Cuts or Not?
To keep the Bush tax cuts or not - why Congress is destined to cause problems for the IRS and taxpayers.

Roth Conversions Still Available
Roth conversions are still available, but does it make sense for you? 2010 will be the best year to make this conversion if you are going to make it at all.

Colorado Department of Revenue Notices
Have you received a notice from the Colorado DOR? A computer conversion is being blamed for a flood of these notices --- what you need to know before your respond to the notice.

HIRE Act - 2010
Find out how the HIRE Act may provide tax advantages to your business.

Healthcare Act Planning - 2010
Two bills signed into law by President Obama in 2010 will change health care in the United States and have an impact on every medical practice, employer and citizen of our country. This link highlights some of the more important areas impacting employers, individuals, and medical practices.

LIsted (Tax Avoidance) Transactions
The IRS requires a taxpayer to disclose certain transactions known as “listed transactions” by filing a disclosure statement, Form 8886, attached to a tax return. A “listed transaction” is a transaction that is the same, or substantially similar to one that the IRS has determined to be a tax avoidance transaction and identified by IRS notice or other form of published guidance. For examples and explanations of the types of transactions that must be disclosed, follow these links to the IRS website:

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Clients of the Bradley Consulting Group are provided with a variety of useful tools and educational material to keep them up to speed with the work we’re doing together. Please check back soon as we will be adding many useful tools.

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