Health Savings Account Utilization Strategies

Health savings accounts (HSA) are a means for an individual with a qualifying high deductible health plan(1) to save for both current and future health expenses. Unlike any other savings vehicle, they are largely appealing for the triple tax benefit that they offer:...

A D3 Client’s Experience With an IRS Impostor Scam

Last week, one of our clients came close to being a victim of a sophisticated IRS impostor scam.  We wanted to summarize the experience so that our clients are aware and can better protect themselves. The client got a voicemail from someone saying there was a warrant...

Tax Strategies for Charitably Inclined Taxpayers

2018 Tax reform has brought about some of the biggest changes to the tax laws since the 1980’s. With new law, often comes confusion and occasionally misinformation for taxpayers. Many taxpayers believe they will no longer be able to deduct their charitable...