Category: Services

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Estate & Trust 199A/TCJA Update

A lot of time has been spent examining the implications of tax reform as it relates individuals and businesses. Yet, estates and trusts were also significantly impacted by the Tax […]

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Make 2019 NQDC Plan Deferral Elections Now

Employers may offer executives or other key employees a nonqualified deferred compensation (NQDC) plan. NQDC plans pay employees in the future for services currently performed. The plans allow deferral of […]

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Tax Benefits for Donating Appreciated Stock

Many taxpayers have utilized charitable deductions to help minimize their tax liability.  As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you […]

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Annual Wellness Visits: Implementation Process

Providing annual wellness visits to patients covered by Medicare is a great way to grow your revenue year after year, whether you’re a practice of one physician or a large hospital […]

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Annual Wellness Visits: Understanding their Value

Performing Annual Wellness Visits (AWVs) provides a unique value that benefits your healthcare organization, providers and your patients. AWVs align with population health management, and can identify any needs for […]

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What are Annual Wellness Visits?

Beginning in 2011, Medicare began covering the Annual Wellness Visit (AWV) as a yearly appointment with a primary care provider (PCP) to create or update a personalized prevention plan at […]

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