YHB News

August 11, 2026

Disability Benefits May Have Income Tax Consequences You Don’t Expect

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified…


Read Story

Disability Benefits May Have Income Tax Consequences You Don’t Expect


January 2, 2019

Family Wealth Services

Tax Planning After Year-End

In general, most tax planning strategies focus on actions a taxpayer can take before year-end to lower their overall tax bill for that year.  Unfortunately,…


Read Story