Knowledge Library

Healthcare & Benefits

Articles and practitioner guidance organized around this planning area.

Insight

ACA / Premium Tax Credit Planning: MAGI Is a Planning Variable, Not Just a Number on Form 8962

Marketplace premium tax credit results can change with capital gains, Roth conversions, business income, self-employed health insurance, retirement contributions, household changes, and state coverage rules.

Read article →

Insight

Health Insurance & HSA Planning for Business Owners: The Deduction Depends on Who Provides the Coverage and How the Business Pays for It

Business-owner health insurance and HSA planning depend on entity type, payment mechanics, employer coverage, Marketplace rules, Medicare, spouse coverage, payroll, and state conformity.

Read article →