2/5/2025 Better together: Medicare and HSAs https://www.ubt.com/learning-center/blogs/better-together-medicare-and-hsas With rising healthcare costs and increases in life expectancy, taking a well-funded HSA into your retirement years is wise to cover the things Medicare doesn't. Read More OmnifyHealth BenefitsHSA
11/21/2022 Annual gift tax exclusion amount increases for 2023 https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Read More PersonalEstate Planning
3/20/2024 Turning your tax return into seed money https://www.ubt.com/learning-center/blogs/turning-your-tax-return-seed-money If you’ve ever had dreams of business ownership, your tax return might end up being great seed money for a new business venture. Read More BusinessRunning a BusinessSmall BusinessSmall Business Loan
11/12/2024 Year end is gift-giving time: Use the annual gift tax exclusion to the max https://www.ubt.com/learning-center/blogs/year-end-gift-giving-time-use-annual-gift-tax-exclusion-max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More PersonalEstate Planning