Members have access to a variety of helpful tax resources and assistance including tax and financial advice and tips, from tax attorneys, CPAs and enrolled IRS-certified agents. Assistance is provided in a secure and confidential environment.

Members and all their family members living in their household can get advice on important topics like:

• IRAs, Roth IRAs, 401K Plans, SEPs
• Healthcare Spending Accounts
• Investment Timing & Strategies
• Tax Advantages of Real Estate
• Capital Gains Real Estate Strategies
• Divorce
• Inheritance
• Retirement Planning

This is Not Insurance