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Tools & Resources

We hope you find these useful and we are always interested in your feedback or suggestions for improvement. Drop us an email if you do have any suggestions or have seen something we should include. If you have a great idea for something we could create, send that along too and we'll see if we can put something together that meets the need. Click here to email us your request or feedback. We look forward to hearing from you.

Small Business Tax-Credit Estimator

One of the provisions of the PPACA (Healthcare Reform Act) was the adoption of an income tax credit for qualifying businesses that contribute at least 50% of the cost of group health insurance. The  credit is for businesses with less than 20 employees (FTE's) and with average salaries of less than $50,000.  The credit is up to 35% (increasing to 50% in 2014), and gets smaller for companies between 10 and 20 employees and for average salaries above $25,000 up to $50,000. This is effective starting for 2010 taxes so be sure to check with your tax advisor soon if you think you may qualify.

This Calculator, developed by Small Business Majority will will allow you to estimate how much, if any credit you may be eligible for, be sure to do it before you file your 2010 tax return. 

Wall Chart of Healthcare Reform Timeline

Here is a 6'x4' Wall Chart Showing the timeline for implementation of all the provisions of the Patient Protection and Affordable Care Act (PPACA) also known as the Healthcare Reform law. This timeline is for the bill as originally passed but obviously certain things may change as parts of the bill are amended, deferred or deleted (Note - 2MB download).

Implementation Timeline

Treasury Department Brochure on HSA's

Here is a treasury publication explaining all about HSA'a. 


IRS Publication 502 on Deductible Medical Expenses


IRS Publication 969 on HSA's etc.