As a tax specialist at Personal Capital, Brian brings a depth of tax knowledge that can be coordinated with clients’ tax planning strategies. Brian has an extensive background in tax preparation with high-net worth individuals, as well as business owners and specializes in optimizing tax efficiency for individual client situations.
Avoid handing over heaps of cash for medical expenses when you don’t have to.
Funding an FSA is done through a salary deferral, which reduces your overall taxable wages.