PHSP Provider Selection and Pricing Models
Approval-Triggered PHSP Billing Models and Employer Liability Exposure in Canada
Employers must ensure PHSP claim approvals meet CRA rules to avoid audit exposure.
Marguerite Osei-Bonsu
· 9 min read
Corporate Health Compliance Review
Due Diligence Criteria for Vetting PHSP Administrators in Sub-Ten-Employee Canadian Firms
Small business owners must vet administrators on tax compliance, not just convenience.
Daniel Szymański
Annual PHSP Review Template for Accountant Client Files
A template ensures PHSP deductions survive audit scrutiny.
Theo Abramowitz
Plan Document Retention Requirements for PHSP Compliance
Keep plan documents and claim records for six years to prove your PHSP qualifies.
Renata Chow-Villanueva
Communicating PHSP Tax Savings to Non-Technical Clients
Show employees what the full dollar means compared to a salary increase after tax.
Daniel Szymański
Practitioner Liability Exposure in PHSP Advice and Documentation
Advisors must verify PHSP qualification to avoid professional negligence claims.
Renata Chow-Villanueva
Identifying PHSP Opportunities in New Incorporated Client Onboarding
Advisors can catch PHSP opportunities at incorporation before owners miss tax savings.
Daniel Szymański
Common CRA Audit Triggers for Small Business PHSPs
Weak documentation and flawed plan structure are CRA's primary audit triggers.
Theo Abramowitz