tax-free – MD Update

Rethinking HSAs and Retirement Planning

May 1, 2018July 2, 2018 Scott Neal care insurance, cobra continuation coverage, contribution, coverage, deductible, deduction, expense, family coverage, flexible spend account, HDHP, health save account basics, healthcare, healthcare expense, healthy couple, HSA, HSA account, HSAs, insurance, itemized deduction, long-term care insurance, medical expense, medical save account, Medicare, named beneficiary, qualify high deductible medical insurance plan, qualify medical expense, reach age 55, retirement, retirement account, Scott Neal, security benefit, self-only, self-only coverage, social security benefit, survive spouse 's HSA, tax-favored, tax-favored save account, tax-free, workplace-sponsored, workplace-sponsored health plan

LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about

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Tax Planning Check-Up

December 1, 2017February 9, 2018 Matthew Smith, CPA, CFE 6% KY income tax bracket, bonus, business owner, Check-Up, current proposed reform, deduction, depreciation, employer, equipment purchase, expense, family coverage, good financial health, growth of the fund, healthcare, high-deductible, high-deductible health plan, HSA, immediate expense, importance of push income, K., KY income tax bracket, medical expense, patient 's physical health, post-tax dollar, pre-tax, pre-tax dollar, pre-tax health insurance option, pull deduction, push income, qualified medical expense, retirement, retirement plan, section 179, section 179 deduction, single coverage, take advantage of pre-tax health insurance option, tax benefit, tax deduction, tax plan idea, tax plan strategy, tax reform discussion, tax save idea, tax-free, taxable income, type of employer, vast majority of taxpayer

As a healthcare professional, you know that a routine annual visit with a doctor is an important part of maintaining

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Giving the Gift of Tax Savings

December 1, 2015January 20, 2017 L Porter Roberts Jr, CPA additional tax save, benefit administrator, Care assistance program, care credit, child/dependent, child/dependent 's care provider, common goal of shelter income, cost use pre-tax dollar, CPA, credit 's benefit, deferral, dependent Care assistance program, dependent care credit, employer 's retirement, estimated tax payment, file form, gift of tax save, gift-giving season, H.S.A., H.S.A. account, HDHP, high income taxpayer, high-deductible, high-deductible health plan, income taxpayer, investment income tax, K., medical expense, pre-tax, pre-tax dollar, qualified retirement, qualified retirement plan, retirement, retirement goal, retirement plan, shelter income, tax bill, tax payment, tax plan, tax save gift, tax-free, taxpayer, type of plan, wage, year-end strategy, year-round endeavor

Tax planning is a year-round endeavor, but there are numerous year-end strategies that might reduce your 2015 tax bill. As

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10 Year-End Income Tax Planning Tips

July 1, 2014 L Porter Roberts Jr, CPA additional 3.8 % tax, additional tax break, cafeteria plan, care benefit, CPA, deduction, deferral limit, dependent care benefit, efficient improvement, estimated tax payment, exclusion, geothermal heat pump property cost, gift, HDHP, health reimbursement account, heat pump property cost, high-deductible, high-deductible health plan, home equity loan, home office deduction, HSA, income tax plan tip, increased withhold, K., medical expense, medical reimbursement plan, net investment income, Non-Employees, Plan/401, pre-tax, pre-tax basis, Pre-Tax payroll deduction, proper tax plan, qualified medical expense, qualified retirement, reimbursement, reimbursement plan, residential energy, retirement, retirement goal, retirement plan, self-employed health insurance deduction, separate bank account, shortfall, small wind energy, spend account, store aisle, substantial tax dollar, tax credit, tax payment, tax save suggestion, tax shortfall, tax-free, vision insurance premium, withhold

Even though the store aisles are already littered with holiday decorations, there is still time for you to minimize your

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Keeping More of What You Earn

September 1, 2013January 20, 2017 Matt Smith $, begin of flu season, begin of year-end tax plan season, bonus, bonus depreciation, capital gain, Care assistance program, common goal of shelter income, cost of health insurance premium, CPA, deduction, dependent Care assistance program, depreciation, employer, employer 's retirement, employer health insurance premium credit, expense, flu, flu season, H.S.A., HDHP, health insurance premium, high-deductible, high-deductible health plan, insurance, K., maximum, medical expense, physician, Plans/401, potential tax credit, pre-tax, premium, prior year tax return, private practice, qualified retirement, retirement, retirement goal, section 179, separate bank account, shelter income, small employer health insurance premium credit, staff 's health, tax credit, tax save tip, tax-free, taxpayer, year tax return, year-end tax, year-end tax plan season

As temperatures begin to fall, some of you will view this as the beginning of flu season. For us, it

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