Part 9: HRA Secrets Revealed — The Employer-Funded Benefit That Can Save You Thousands
Part 9 explains how HRAs work, the major types of HRAs, reimbursement rules, HSA coordination, and smart tax strategies employees can use.
Stop Overpaying Capital Gains Tax — How to Use Form 8949 Properly in 2025
Learn how to use Form 8949 in 2025 to report stock, ETF, option, and crypto trades correctly, avoid CP2000 notices, and plan smarter capital gains tax.
Part 8: Stop Wasting FSA Money — The 2025 Rules Every Employee Must Know
Part 8 explains how FSAs work, the use-or-lose rule, grace periods, carryovers, types of FSAs, HSA coordination rules, and practical examples to avoid forfeitures.
Part 4: 2025 Health & Insurance Fringe Benefits — Accident & Health Plans, Employer Coverage, HSA/HRA Rules
A complete overview of employer-provided health benefits, Accident & Health Plans, HSAs, HRAs, and premium tax rules for 2025.
Part 7: The Overlooked Tax Tool: Archer MSAs — What They Are and Who Still Qualifies
Part 7 explains Archer MSAs, including eligibility, contribution rules, withdrawals, tax treatment, and how MSAs compare to HSAs.
Part 3: 2025 Nontaxable Fringe Benefits — The Full List of What Employees Can Receive Tax-Free
A complete 2025 guide to nontaxable fringe benefits, including health, childcare, transportation, work-related and de minimis benefits.
Part 6: The Hidden Traps in HSA Withdrawals — And How Form 8889 Protects You
Part 6 explains HSA withdrawal rules, qualified expenses, timing strategies, Form 8889 reporting requirements, and penalties for non-qualified distributions with practical examples.
Part 2: 2025 Cafeteria Plans Unlocked — The Most Powerful Pre-Tax Strategy Employees Are Missing
A complete overview of Cafeteria Plans (POP, FSA, HRA) and their 2025 tax advantages for both employees and employers.
Part 1: Unlock Tax-Free Employee Benefits in 2025 — The Ultimate Guide to Fringe Benefits
A practical, plain-English guide explaining how fringe benefits work in 2025 and how to differentiate between taxable and tax-free benefits.
Part 5: Unlock Bigger Tax Savings: The 2025 HSA Contribution Rules You Must Know
Part 5 explains the 2025 HSA contribution limits, monthly eligibility rules, last-month rule, employer contributions, excess penalties, and how Medicare, marriage, and job changes affect contribution amounts.