04/28/2026
⚠️ Heads up, business owners:
If you've been pitched a "wellness plan" that promises both you and your employees big tax savings for doing almost nothing, it's a scam.
The IRS already ruled on it (Chief Counsel Memo 202323006). That "tax-free" monthly payment? It's fully taxable wages. And YOU as the employer, are on the hook for failing to withhold.
These really took off by being promoted by the same crowd that pushed aggressive ERC claims. Some are also part-time insurance agents looking for a way to leverage these plans to sell policies.
When the IRS comes calling, they'll be long gone.
Before you sign anything, let us review it. 📩 I am providing a link to a white paper that will outline why these plans won't hold up to IRS scrutiny.
William Taylor | Combined Insurance Services
(352) 237-2181 | combinedinsuranceservices.com
https://drive.google.com/file/d/1xkryVgIw0Z_nHC-n8--hUjHFvS_ILZ4D/view?usp=drive_link