Communicating PHSP Tax Savings to Non-Technical Clients
Show employees what the full dollar means compared to a salary increase after tax.
Daniel Szymański
Section
Practice Management
5 stories in Practice Management.
Identifying PHSP Opportunities in New Incorporated Client Onboarding
Advisors can catch PHSP opportunities at incorporation before owners miss tax savings.
Daniel Szymański
Annual PHSP Review Template for Accountant Client Files
A template ensures PHSP deductions survive audit scrutiny.
Theo Abramowitz
Introducing the HSA Conversation Without Overstepping for Tax Advisors
Tax advisors can clarify whether a Canadian client's HSA truly qualifies as a deductible plan.
Theo Abramowitz
Incorporated Client HSA Eligibility Review Checklist
Incorporated owners must satisfy four sequential eligibility gates to claim tax-free HSA benefits.
Daniel Szymański