Join Jason and Steve McEwan of MyHSA for a conversation concerning Health Spending Accounts. Steve is one of Canada’s leading experts in the field. He understands the taxes and the risks of these plans and has built a successful business providing service to advisors.
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Supplementary Materials:
myHSA
Income Tax Folio S1-F1-C1, Medical Expense Tax Credit
CEBS
Private Health Services Plan or Health Spending Account - Tax-Free Benefit for Employees
Coverage Limits for Private Health Services Plans (CRA/CLHIA position)
Heads Up Adviser
Cash Flow Planning For Business Owners
Contingency Planning for Business Owners
Mental Health and Underwriting
Life Insurance Leverage
Retirement Planning - Pensions and CPP Disability
RRIF Beneficiary Gone Wrong
Outsourced Chief Investment Officer - Part 2 of 2
Outsourced Chief Investment Officer - Part 1 of 2
Insuring Business Owner
Debt Management
A Quick Announcement
Incorporation Questions
Should My Client Incorporate?
Getting Started
Unconventional Solutions
Capacity Concerns
Generating Value For Clients
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