Expert Opinion

When we say “tax season,” most people’s minds jump immediately to April—and to, hopefully, a refund check. But if people wait until April to start assessing their tax health, they’ve missed out on four months of prepping to help maximize their tax profile.
While the responsibility of tax planning ultimately rests on employees, there are key things that employers can do to help them along. Corporate financial wellness doesn’t just have to mean employer-sponsored savings accounts, like 401(k)s, or access to policies like life and disability insurance.
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