A lot of insurance brokers are advertising that they can help implement PPACA. What are they targeting? Are they selling insurance or are they giving tax advice?
Great question and you’ve identified an outstanding marketing opportunity. What we ARE seeing right now are insurance agents using the new healthcare law as a marketing tool. They are using this sense of urgency created by the open enrollment period to generate policy sales. What we are NOT seeing right now are tax advisors using the new healthcare law as a marketing tool. Yet, the law is ambiguous and taxpayers are seeking guidance. Many fear increased taxes, few realize the law might actually create tax SAVINGS. This is a prime opportunity for tax planning experts to attract small business taxpayer leads and sell many premium fee tax planning engagements. We’re rolling out a comprehensive health care tax planning package at our Tax Planning Summit in August. Check it out!
