AG FinTax

06/03/2026

💡 HSAs After Death: What You Need to Know

Health Savings Accounts (HSAs) offer valuable tax benefits during your lifetime. But after death, the tax treatment can be very different—especially for non-spouse beneficiaries.

Understanding how HSAs transfer to beneficiaries is an important part of effective tax and estate planning.

📖 Read our latest blog:
"HSAs After Death: What You Need to Know"

🔗 https://www.agfintax.com/hsas-after-death/

Health Savings Accounts (HSAs) are a great way to save money.

06/01/2026

🎉 Celebrating 7 Years of AG FinTax 🎉

Today, we celebrate the 7th AG FinTax Day—a milestone that reflects years of dedication, growth, and commitment to serving our clients and communities.

Over the past seven years, AG FinTax has grown into a trusted financial and tax advisory firm, helping individuals and businesses achieve their financial goals with confidence.

This special occasion also marks the birthday of our Founder & CEO, Anil Grandhi (AG), whose leadership, perseverance, and vision continue to inspire our team and drive our success.

As we celebrate this milestone, we extend our sincere gratitude to our clients, partners, and team members for being an integral part of our journey.

Here's to continued growth, greater impact, and many more milestones ahead.
🎂 Happy Birthday, Anil Grandhi!
🎉 Happy 7th AG FinTax Day!

05/27/2026

AI-generated tax information may not always be accurate.

A recent Tax Court case showed how incorrect AI-generated tax citations created serious legal issues for an attorney. While AI tools can be helpful, tax and financial decisions should always be reviewed carefully by experienced professionals.

Read our latest blog:
“Lawyer Burned by Fake AI Tax Cases—Don’t Be Next”

🔗 https://www.agfintax.com/fake-ai-tax-cases-warning/

Artificial intelligence (AI) is all the rage today. AI tools like ChatGPT, Claude, Grok, and Perplexity are being used for everything, including legal

05/21/2026

Do You Need a W-2 for Spouse-Employee 105-HRA Benefits?

If you employ your spouse in your business, a Section 105-HRA can help you deduct family medical expenses—without necessarily issuing a W-2.

The key decision often comes down to:
✔ Simplicity vs. payroll administration
✔ Compliance vs. audit optics

Proper structure and documentation are essential.

📖 For more information, read our latest blog:
https://www.agfintax.com/spouse-employee-105-hra-benefits/

If you employ your spouse in your business and use a Section 105-HRA to deduct family medical expenses, you may be wondering whether issuing a W-2 is necessary.

05/15/2026

🎭 *Dumb Charades Challenge | AG FinTax Fun Friday*

From hilarious guesses to nonstop laughter, our Fun Friday was filled with laughter, teamwork, and great moments together. 😄

Because great teams are built on both teamwork and shared moments. 👏

05/15/2026

A Little-Known Way to Pay Family and Save on Taxes

Many business owners overlook a smart strategy that may help reduce taxes and avoid payroll taxes.

Certain one-time family projects may allow you to:
✔ Deduct payments at your higher tax rate
✔ Shift income to a lower tax bracket
✔ Avoid payroll and self-employment taxes in the right situation

Proper structure and documentation are key to maximizing savings while staying compliant.

📖 Read our latest blog:
https://www.agfintax.com/pay-family-save-taxes/

Many business owners overlook a powerful strategy that allows them to pay family members, reduce taxes, and avoid payroll taxes altogether.

05/12/2026

📢 Filed a Business Tax Extension?

September 15th is the deadline.
Delays can lead to increased interest, penalties, and unnecessary filing stress.

At AG FinTax, we help businesses stay ahead with a process that is:
✔ CPA-Reviewed
✔ Accurate
✔ Timely

Don’t let delays cost your business more. File with confidence and stay compliant.

📲 Scan the QR code or get started here:
https://secureportal.agfintax.com

04/23/2026

📢 Stop Overpaying Taxes — Start Planning Smarter for 2026

Business owners often overpay taxes due to missed strategies and poor planning. It’s time to change that.

Join our FREE LIVE WEBINAR and learn how to optimize your tax position, maximize deductions, and improve profitability.

📅 Sunday, April 26, 2026
⏰ 9 AM PST | 11 AM CST | 12 PM EST

🔐 Limited seats | Register now:
https://www.agfintax.com/business-tax-planning/

🎤 Speakers:
Anil Grandhi (CEO, AG FinTax)
Tanushree Goel (CA, Sr. Tax Manager)

📌 What you’ll learn:
✔ Where businesses overpay taxes
✔ Entity structure & compensation strategies
✔ Key deductions & expense optimization
✔ Practical tax planning steps for 2026