You own more than 2% of an S-Corp and net over $200K annually.
Your health insurance is not subsidized through ACA/APTC
Your CPA has never shown you the actual math on how your health insurance flows through payroll and taxes
You want to walk into your next CPA meeting already knowing what questions to ask - and what to fix
Your S-Corp pays or reimburses your health insurance premiums, or you're not sure whether it should
Your health insurance is subsidized through ACA/APTC
Your coverage is through a spouse’s employer payroll
You’re looking for someone to file or implement this for you
Educational framework. Single-user license. Designed to be reviewed with your CPA.