In This Issue
Health Savings Accounts: A Closer Look
Getting Married or Divorced? Things You Need To Know
Qualified Small Employer Health Reimbursement Arrangements (QSEHRA)
Choosing the Right Retirement Plan: Three Simple Questions
Quick Links
Reminders
Reminder   

Sept. 2 
Labor Day - Please note that our office will be closed Sept. 2 in observance of Labor Day. Have a great holiday!


Sept. 15
Employers - If you lead a C-Corporation, S-Corporation or partnership that filed for a tax extension, your time is up. Sept. 15 is the deadline for your 2018 return. 


Oct. 15
Individuals - who filed a tax extension have until Oct. 15 to file their 2018 return.

August 2019
 

We hope you've been keeping cool and enjoying the rains! Here are some helpful tips.
Individuals
Health Savings Accounts: A Closer Look

Those of us with health insurance plans that cover few of our medical expenses are eligible for an HSA. This type of account leverages tax law to maximize money set aside for out-of-pocket expenses such as prescription meds and hospital fees. > How it works
Medical expenses
Getting Married or Divorced? Things You Need To Know

When you're caught up in the positive or negative life event of changing your name, remember the more mundane details... think Social Security card and taxes. > Guidelines you'll thank us for later
Businesses
Qualified Small Employer Health Reimbursement Arrangements (QSEHRA)

If you're a sole proprietor or small business that can't afford to offer health insurance coverage to your employees, consider a QSEHRA. This arrangement allows you to help your employees cover medical expenses with pre-tax money that you get to claim as a business deduction. > How to qualify
Saving for retirement
Choosing the Right Retirement Plan: Three Simple Questions

Question No. 3 is: Do you want to catch up on the previous year's contribution? If you want to cut your tax bill by saving for retirement, answer this and two more questions to figure out the plan that's right for you. > Read on
Need help setting up a QSEHRA for your employees? Call our office at 505-984-0646 to schedule an appointment.