Real Wealth® Advisors rate this presenter:
Karen Frey is a Microbusiness Specialist for Total Administrative Services Corporation (TASC). As a member of the Microbusiness Specialist team she is responsible for guiding the client sales experience. She has experience with the implementation and compliance of TASC’s Section 105 Medical Reimbursement and Section 125 Flexible Spending Plans.
As a MicroBusiness Specialist, Karen educates insurance professionals, financial advisors, accountants, and tax professionals on how to save their small business owner clients thousands of tax dollars annually by participating in these Plans. In addition, she is responsible for helping these professional advisors to identify their small business owner clients that qualify for the Plan, and for helping keep these qualified business enroll in a Plan.
Her goal is to utilize her enthusiasm and experience while improving the bottom line savings of her clients through a Section 105 Health Reimbursement Arrangement (HRA) and other health benefit programs.