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  • News for Forms W-8BEN & W-9

    As financial advisors, our team wants to keep you informed of the latest tax and accounting news. With this in mind, please see below for further information on updates to Form W-8Ben and Form W-9. Some recent tax changes have led the IRS to revise Form W-9, Request for Taxpayer Identification Number and Certification, as well […]

  • Affordable Care Act Exchanges Reimbursements

    Affordable Care Act Exchanges Reimbursements: A discussion of employee reimbursements for Affordable Care Act (ACA) exchanges Can employers reimburse employees for coverage purchased on the Affordable Care Act (ACA) exchanges?  Prior to December 31, 2013, some employers were able to provide health insurance by reimbursing their employees for their own individual, non-group, health insurance on […]