The Tax Hotline
Members have access to a variety of helpful tax resources and assistance including tax and financial advice and tips, from tax attorneys, CPAs and enrolled IRS-certified agents. Assistance is provided in a secure and confidential environment.
Members and all their family members living in their household can get advice on important topics like:
- IRAs, Roth IRAs, 401K Plans, SEPs
- Healthcare Spending Accounts
- Investment Timing & Strategies
- Tax Advantages of Real Estate
- Capital Gains Real Estate Strategies
- Divorce
- Inheritance
- Retirement Planning
This is Not Insurance
From time to time the Association’s board evaluates service and discount proposals from various companies. Services
and discounts may be enhanced or reduced based on the board’s evaluation. Structure and dues are subject to change based upon the
membership size and changes in the services and discounts. The Association continually looks for privileges that maximize your consumer dollars and improve the well being of your
business and household. Although the Association investigates each of the service providers, it cannot warrant or guarantee their performance.
If you have any comments about the providers or their services, please call the Association Membership Services Office toll free number
1-800-992-8044.