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Ten Tax Planning Tips for 2022

Money Talk

Planning now provides seven months to take action and/or implement changes to avoid a stressful “tax scramble” at the end of the year. In an earlier blog post , I described 12 tax planning topics for 2022. Improve Your Tax Records - If disorganized records were a problem for 2021 taxes due in 2022, set up a better system.

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A Mid-Year Financial Check-Up for Older Adults

Money Talk

I recently wrote a blog post about doing a mid-year financial check-up in early July so you have six months to work on planned action steps. In this post, I continue the conversation with specific action steps for older adults. Another option is to gather up items and donate them to a thrift shop.

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Transparency in Coverage Rules: When Accurate Estimates for Low?Utilization Items and Services Are Not Available

Proskauer's Employee Benefits & Executive Compensa

This FAQ addresses compliance with cost‑sharing disclosure requirements where a plan is providing cost estimates based on claims data but there is extremely low utilization of the item or service at issue. More information is available in our blog post discussing this revocation. prescription dosage).

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It’s Time for a Mid-Year Financial Check-Up

Money Talk

We are almost at the halfway mark of 2022, which makes this a perfect time to assess your financial progress and take action over the next six months. Last year, I wrote a blog post about mid-year financial check-up s for the OneOp Personal Finance team. Mid-year is the time to get started on these items so they get done by year-end.

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One-to-One Meetings: A Comprehensive Guide to Benefits, Checklist, Agenda, and Templates

Qandle

Provide Constructive Feedback: Offer feedback that is specific, actionable, and aimed at growth. Set Action Items: Agree on action steps and follow-up tasks for both the manager and the employee. Action Items: Outline specific action items for both the manager and the employee.

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Recruiting Time Management Tips to Help you Start 2023 Off Right

Abel HR

Setting priorities will eliminate stress by ensuring the most important items are attended to first. Developed by our 34 th President, it generally involves sifting the items on your to-do list into “quadrants” based on their urgency. Schedule items, or those that can be scheduled or put off until later. #3.

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Start your new benefits plan year off right with these 8 tips

WEX Inc.

Review your tasks The Tasks menu will let you know of any actionable items, such as setting up a bank account for direct deposit (we’ll get to that shortly) and the need to upload documentation for an outstanding FSA claim. Stay updated on the latest trends and insight by subscribing to our blog ! How do you do this?