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Article Date:
May 2008

Word Count:



CPA Incorrectly Says No to 105 Plan

My wife and I are Realtors in Santa Cruz, CA. and we recently purchased your tax course to enable us to utilize the Section 105 medical reimbursement plan. However, my CPA does not agree that the Section 105 plan is appropriate for my wife and me. He said, “Section 105 plans works well in C Corporations even where the only employee is the owner. Section 105 plans do not cover a self-employed individual.”


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