Specialties:

• • HRA (Health Reimbursement Account)
  • FSA (Flexible Spending Account)
  • HSA (Health Savings Account)

Details:

My goal is to utilize my enthusiasm and experience while improving the bottom line savings of my Clients through a Section 105 Health Reimbursement Arrangement (HRA) and other health benefit programs. I have spoken on the tax strategies surrounding section 105 employee benefit plans at trade shows, conventions, and seminars. I educate insurance professionals, financial advisors, accountants, tax professionals and small business owners on how to save thousands of tax dollars by participating in these Plans.

I am the National Account Manager for Total Administrative Services Corporation (TASC). In addition, a Regional Sales Director (RSD) serving Arizona, Nevada, and Utah. I have experience with the implementation and compliance of TASC’s Section 105 Medical Reimbursement and Section 125 SIMPLE Cafeteria Plans.

BizPlan Save Small Business Owners An Average Of $5,500 A Year!

BizPlan are a fully IRS compliant Health Reimbursement Arrangements (HRAs) that allow you to deduct family medical expenses from your taxes. By hiring your spouse and paying them a reasonable wage, your family is allowed to declare medical expenses as business expenses. Total Administrative Services Corporation (TASC) has been administering HRAs for over 40 years and has increased the average annual savings of AgriPlan & BizPlan clients to over $5,50