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OUR PROFESSIONAL REFERRALS

Scott & Handwerger, LLP, is a boutique estate planning and estate settlement law firm that serves the estate planning needs of families with young children, established professionals and seniors. The attorneys and staff at Scott & Handwerger, LLP, assist their clients with estate planning, estate tax planning, special needs planning and guardianship's, probate and estate administration, trust administration and long term care or Medicaid planning and elder law. Licensed in both Rhode Island and Massachusetts, the attorneys at Scott & Handwerger, LLP, strive to provide the highest quality of legal advice, while respectfully and efficiently representing its clients.

The attorneys of Scott & Handwerger, LLP, are J. Katherine Scott, Laura Handwerger, Jill
Sugarman and J. Robert Weisberger and they can be reached at:


392 Wampanoag Trail
Riverside, RI 02915
Telephone No. (401)654-6770
www.riestatelaw.com

Wealthcare Investment Partners is a Comprehensive Financial Consulting Firm offering Investment and Advisory Services through LPLFinancial, as well as Retirement, Estate and Elder Care Planning, including Long-term Care Insurance.

35 Dyer Street
Portsmouth, RI  02871
(401) 682-2335
https://www.wcipllc.com
david.mailloux@wcipllc.com

 

Tip the scales in your favor.

The Law Office of Cynthia M. Furtado offers a wide variety of legal services, including family law, divorce, child support, child custody issues, visitation, guardianship, criminal law, juvenile law, care and protections, wills, power of attorney, living wills, personal injury and civil matters. Please call for a free consultation. Attorney Furtado is licensed to practice law in Massachusetts and Rhode Island and speaks Portuguese fluently. After hours and weekend appointments available for consultations.

414 County Street
New Bedford, MA 02740
(508) 992-0069
Fax: (774) 992-7747
Furtadolaw@yahoo.com

TASC-Tax-advantaged benefits and solutions for small business owners:

Total Administrative Services Corporation (TASC’s) Microbusiness Division serves small business owners with 20 or fewer employees by helping to administer compliance and benefit options. TASC offers a variety of compliant solutions regardless of whether or not you sponsor Group insurance:

 

  • A Section 105 Health Reimbursement Arrangement (HRA) allows qualified small business owners to deduct their family’s out-of-pocket medical expenses as business tax deductions. The average BizPlan/AgriPlan Client saves over $5,500 each year! TASC also offers an industry-exclusive Audit Guarantee, Deduction Guarantee, and a TASC Card to make medical expense reimbursement as easy as the swipe of a debit card. Click below for a brief video explanation of the benefits of an HRA.

  • A Small Business HRA (QSEHRA) enables employers with fewer than 50 employees to reimburse individual insurance premiums and out-of-pocket medical expenses. This Plan provides a tremendous opportunity for small employers who don’t offer Group insurance but want to help their employees offset ever-rising healthcare costs. Click here for a brief video explanation of the benefits of a multiple employee HRA.

  • FlexSystem Flexible Spending Accounts (FSA) can provide significant pre-tax savings to employees and employers alike. Employees save nearly 30% on their eligible healthcare and/or dependent care expenses. And employers save on payroll taxes for each and every dollar of employee participation. Group insurance is required.

  • A Health Savings Account (HSA) is a tax-advantaged benefit account available to eligible employees who are enrolled in a High Deductible Health Plan (HDHP). The funds contributed to an HSA are not subject to federal income tax at the time of deposit and automatically roll over year-to-year with no risk of forfeiture.

  • The Microbusiness Compliance Suite: Employers who sponsor Group health and welfare benefits and have more than one benefit-eligible employee are subject to ERISA, HIPAA, and Annual Notices and the fines and penalties associated with noncompliance of these Acts. We’ve got your back with our Microbusiness bundled service offering.

 

To learn more about TASC and how they may be able to assist your business please contact our TASC representative Dan Pavek directly at 608-268-8837or via email dan.pavek@tasconline.com. If you would like to book an appointment time on Dan’s calendar: https://microbusiness.as.me/DanPavek.

Rob Brinkman.png

Rob Brinkman, the Founder of Safe Harbor Retirement has been in the Financial Services Industry for over 30 years, opened his first investment firm for Edward Jones in 1987 and served many years as Registered Principal and Executive for one of the largest Investment/Insurance companies in the world.  He speaks Internationally and was selected by Jim Collins, author of the New York Times Best Selling book Built to Last, to panel his pre-release of the again Best Selling book Good to Great.For the past decade Rob has focused on mentoring and coaching business owners and high net-worth individuals on how to leverage their success more toward a life of meaning and significance.

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