Explore whether alternative benefit strategies may be a fit for your business by scheduling a one-on-one consultation. During the call, we’ll review your business structure, answer your questions, and explain how these programs work in a clear and straightforward way.

Our online booking system makes it easy to choose a convenient date and time. No pressure—just helpful information to support your decision-making process.

FAQS

What types of businesses may benefit from these programs?

These benefit strategies are typically designed for established businesses with employees. Eligibility depends on factors such as company size, payroll structure, and overall business setup. A consultation helps determine whether a program may be a good fit.

How do these benefit strategies work?

These programs are structured to allow businesses to explore tax-advantaged ways to provide certain employee benefits. The specific structure, eligibility, and implementation are handled by third-party administrators and must follow IRS guidelines.

Are these programs compliant with IRS regulations?

When properly structured and administered, these programs are designed to align with existing IRS rules. Compliance depends on correct setup, documentation, and ongoing administration, which is why businesses work with experienced professionals.

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