Tax Services & Strategies

The HSA Triple Tax Advantage: What You Should Know

As you likely know, an HSA is your government-regulated health savings account, available to you if you have a high-deductible health plan. What you may not already know: Your HSA comes with some pretty major tax benefits and can be a powerful way to boost your retirement savings.  An HSA allows you to accumulate money on a pre-tax basis, and these funds can be invested and grow tax-deferred. If spent on qualified medical expenses, they can be withdrawn tax-free, too. The best of all worlds! Here’s how it works.  Tax Advantage #1: Pre-tax contributions When you use a payroll Read More

The HSA Triple Tax Advantage: What You Should Know2020-10-15T13:54:42-07:00

Small Business Startup Checklist

Considering starting your own business? Congrats! Once you’ve conducted the necessary market research and created a preliminary business plan, what comes next? Here we take a high-level look at the various to-dos you need to tackle prior to launch. Strategically decide on your business location. You may love where you live, but it may not be the best place from which to operate your business, especially when looked at from a cost perspective. You’ll want to consider everything from state and local taxes, government incentives, zoning laws, regulations, and more. This decision should be made strategically and can come Read More

Small Business Startup Checklist2020-08-28T14:52:01-07:00

FDIC vs. SIPC: What You Need to Know Now About Protecting Your Assets

In the midst of the financial tumult caused by the COVID-19 crisis, you’re probably thinking a lot about whether or not your investments and assets are protected. Here’s what you need to know, for both deposit accounts and brokerage accounts. Two Categories of Risk You already know that when you’re placing your money with any financial institution—whether depositing cash in your bank or purchasing investments—there’s inherent risk. It’s important to be able to distinguish between two high-level types of risk. (Of course, there are a number of other types of risk that come with managing your finances and investing, but we’re Read More

FDIC vs. SIPC: What You Need to Know Now About Protecting Your Assets2020-06-09T17:33:40-07:00
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