Bradley Wealth Management, LLC, is a full service accounting firm located in Silver Spring, Maryland. For more than 15 years, we have been providing tax preparation, accounting and auditing, retirement, tax and estate planning and many other accounting services to a wide range of clients, including both businesses and individuals, throughout the greater Washington DC area. In recent years, our client base has expanded nationwide and includes clients residing in Florida, Georgia, California, and Hawaii.
We have developed a reputation for professional excellence through the high quality of services we perform for our clients.
One of the advantages of working with our firm is that we believe in a holistic approach to financial advice, starting with your tax return. The tax information on your Form 1040 provides a wealth of valuable information. Ask us today about receiving your complimentary customized report and leveraging our expertise to provide you with a “1040 Advantage.”
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.