Suncoast Advisors Group’s ERISA qualified self-funded group wellness/health program incorporates the benefits of a Limited Medical Plan with an approved Wellness program. Employers average an annual savings of $525 per employee per year, while at the same time giving their employees additional health and insurance benefits.
We help Business Owners and Companies save an average of $525 per employee per year in FICA taxes and at the same time using pre tax money to pay for supplemental benefits for the employee with no reduction in the employee’s pay.
We will assist you in various areas of tax reduction including the following: reducing taxes on Social Security Income, capital gains, taxes on interest earning accounts, and the reduction of taxes owed by your beneficiaries upon the inheritance of IRA accounts.
After you download the Hippa compliant census, complete as much information as you can. Do not try to print it as it will print in multiple pages. Once completed sent to this email. One of our consultants will get back to you as soon as possible with the potential tax savings results and set up a time to either meet or do a WebEx meeting.