Download the Business Owner's Health Benefit Tax Optimization Worksheet and see, in plain English, where your health benefits could be working harder for you.
This is not a generic checklist. It's a structured, step-by-step strategic tool designed to reveal the real cost of your current benefit structure — and the real opportunity hiding inside it.
Tax treatment depends on your situation. Review results with your tax professional.
Delivered instantly to your inbox. No spam, ever.
The Self-Insured Medical Reimbursement Plan (SIMRP) is the most underutilized tax strategy available to business owners today. Here's why it matters.
Your business reimburses qualified medical expenses with pre-tax dollars — converting personal health costs into deductible business expenses.
SIMRP saves on both income taxes AND payroll taxes (FICA). Most strategies only address one. SIMRP addresses both simultaneously.
SIMRP is not a loophole. It's an IRS-recognized employer benefit strategy that has been available for decades — and most businesses have never implemented it.
A business owner with a W-2 team already pays for health coverage. With the right structure, those same dollars can work harder: part of the cost may become a deductible business expense, employees get a benefit they value, and the owner stops guessing. Christine looks at your actual numbers with you, and with your CPA if you'd like, before recommending anything.
Everything you need to know before downloading your worksheet.
Download the worksheet. Run the numbers. Then let's talk about what's possible.
Licensed Nationwide · Woman-Owned Business · No Obligation