Learn how a small business can provide benefits, just like large corporations do, to retain employees, attract quality candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code.
This is not a dull tax fact review, but rather a “how to” business tax saving and employee benefits strategy for small businesses and for CPAs who work with small business owners.
Major Topics
- The tax-saving benefits of an employee healthcare fringe benefit plan
- How capture and write off every “out-of-pocket” qualified medical expense
Learning Objectives
- Convert personal health care expenses to a tax-free company fringe benefit plan saving thousands of dollars
- Take advantage of §105 of the IRS Code to create tax-free healthcare employee benefits to retain solid employees, reduce turnover, and attract quality hiring candidates
Cheryl Lehmann (Joy Accounting LLC)
"I found this to be extremely interesting and will definitely reach out to see how I can help my clients save money using these strategies. Wish there was more time to go through some specifics, but the Russell gave his personal info at the end and encouraged contact after, so I will be doing that! Great energy by Russell as well, he had my attention the whole time!"
Della Murphy (Della Murphy)
"Excellent information. Speaker explained Fringe Benefits of Publication 969 as it relates to Health Care very clearly. Slides were very helpful to follow along with his discussion. This is a course everyone offering accounting services should attend. The speaker's detailed knowledge of regulations is the essential part of the presentation."
David E Martin (Martin's Accounting & Tax Services, LLC)
"I have been utilizing the section 105 plan for my clients for the past 40 years with much appreciation by my clients. TASC has been most helpful in assisting me with up to date information to share with my clients and in helping me to acquire new ones. Thanks for being there for me."
Dawn Sabol (New Dawn Accounting & Tax Solutions, LLP)
"This was a fantastic webinar! Russell was a terrific presenter with such positive, high energy! He clearly gets excited about sharing his knowledge on HRAs and saving people money. For me, this is a new strategy that I am excited to present to clients. Thank you so much!"
Barbara Simpson (Barbara Simpson)
"This is a great course for anyone who focuses on compliance without looking at the importance of planning. This course gives a great overall perspective to help our small to mid-sized client base save money and reap great benefits at the same time."
Kiante Shields (K & K Financial Services)
"This was very informative. I will be definitely be discussing this topic with my clients as well as maybe incorporating this Healthcare option into my own small business. Thank you so much."
CLETUS NWACHUKWU (CLETUS E. NWACHUKWU, CPA)
"Russell's knowledge of the subject matter was obvious in his presentation. He was made a great presentation. He made a convincing case for hiring a Third Party Administrator."
Richard Maethner (Self Employed)
"What a great class. So much useful information that I can use to help my clients. Only wish there was more time to dig deeper into the how-tos of this overlooked tax break."
Russell N Thomas Jr.
TASC
Regional Sales Director
russell.thomas@tasconline.com
(608) 237-4855
Russell Thomas is a Regional Sales Director for Total Administrative Services Corporation (TASC). His primary focus is working with tax professionals to help small business establish tax free company healthcare fringe benefit plans.
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