Combined Insurance Services

⚠️ Heads up, business owners:

If you've been pitched a "wellness plan" that promises both you and your employees big tax savings for doing almost nothing, it's a scam.

The IRS already ruled on it (Chief Counsel Memo 202323006). That "tax-free" monthly payment? It's fully taxable wages. And YOU as the employer, are on the hook for failing to withhold.

These really took off by being promoted by the same crowd that pushed aggressive ERC claims. Some are also part-time insurance agents looking for a way to leverage these plans to sell policies.

When the IRS comes calling, they'll be long gone.

Before you sign anything, let us review it. 📩 I am providing a link to a white paper that will outline why these plans won't hold up to IRS scrutiny.

William Taylor | Combined Insurance Services
(352) 237-2181 | combinedinsuranceservices.com

https://drive.google.com/file/d/1xkryVgIw0Z_nHC-n8--hUjHFvS_ILZ4D/view?usp=drive_link

drive.google.com

💰 Did you know the government is offering a FREE $1,000 for your child's new savings account?

It's called a Trump Account — and it's coming July 4, 2026!

🔹 Up to $5,000/year in contributions
🔹 Tax-deferred growth (like a traditional IRA)
🔹 Anyone can contribute — even employers!
🔹 Qualifying kids born 2025–2028 get a one-time $1,000 federal deposit

This could be a game-changer for your family's future. Questions? We've got answers!

📞 (352) 237-2181 | [email protected]

We are happy to announce that we will be starting off 2026 in a new location. A larger space to better serve our clients and their employees.

For over 40 years, our firm has continued to be the premier employee benefits firm, providing a level of service, consulting, and positioning that no one else can match. We look forward to serving you in 2026.

Looking forward to this new 5k to support a fantastic organization!

🎄✨ The Belleview Christmas Parade is excited to announce the very FIRST TLC Jingle Jog 5K 🏃‍♂️🏃‍♀️🎅 — happening right before the parade kicks off! 🎉

Ever dreamed of running down the middle of Abshier Boulevard? 🛣️👟 Well, here’s your chance!

👉 Sign up online at 🌐 www.BelleviewChristmasParade.com

🎶🔔 Don’t miss it — be there with BELLS on! 🔔🎶

If you are in a group plan with United Healthcare as the Carrier, please note that UF Shands is "out-of-network" with UHC as of 09/01/2024. Please note that I do believe that a contract will eventually be agreed to, however, at this moment, the two titans are still fighting it out.

Network Negotiations University of Florida Health (UF Health) Details surrounding the network negotiations with University of Florida Health (UF Health).

Proud to support Marion County and Interfaiths “Bring the Harvest Home” event!

Proud to support!

Exciting News: Fanning the Flames of Dreams!

We are thrilled to announce that The Chief Greg Graham Legacy Foundation has extended its helping hand once again, this time to our hometown heroes at Ocala Fire Rescue!

With immense pride and gratitude, we've donated a generous sum of $8,000 to Ocala Fire Rescue, aimed at bolstering their mission to transform dreams into reality. Through the Fire Scholarships initiative, we're collectively working towards making the aspirations of aspiring firefighters come true.

Chief Greg Graham's legacy lives on through acts of unwavering support for our community. As we stand together, shoulder to shoulder, we are lighting up paths to success for those who dream of stepping into the brave world of firefighting.

This heartwarming collaboration between The Chief Greg Graham Legacy Foundation and Ocala Fire Rescue is a testament to the power of unity and a shared commitment to making dreams achievable. Let's continue to nurture the flames of ambition and create a stronger, safer community for all.

Join us in celebrating this remarkable milestone, as we applaud the dedication of both organizations in shaping the future of firefighting and fostering the spirit of service. Together, we're not just fighting fires; we're igniting futures!

City of Ocala Municipal Government
Community Foundation Ocala Marion County

Another successful wellness fair.

The Chief Greg Graham Legacy Foundation would like to announce the upcoming Community Luncheon on Mental Health presented by The Adam Hanson Better Communities Fund and Eaton’s Beach Sand Bar and Grill on Wednesday, May 24th at The Hilton Ocala.

If you would like to request an invitation please email [email protected]. Seats are limited and first come first serve.