Meet David Warrick CFP, EA
David Warrick, CFP EA has been an accounting and tax professional for over 30+ years, working primarily with businesses owners, the high net worth individual, and the executive seeking personal and business tax reduction advice. Upon graduation from college in 1980, Warrick worked as a financial advisor for several large investment houses in New York. He became a certified financial planner in 1991 to better help his clients with every aspect of their financial lives, including the best way of reducing taxable income on a personal and business level, as well as helping businesses with employee benefit consulting. Mr. Warrick also has the IRS designation of Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent (EA) is a tax practitioner authorized by the United States federal government to represent tax- payers in affairs with the Internal Revenue Service (IRS). The United States Department of Treasury empowers EA's to represent taxpayers for any audits, appeals or collections.
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A successful employee benefits program requires knowledge, planning, and execution of many components.
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As a business owner, you probably spend a great deal of money to provide your employees with a substantial package of benefits designed to protect their welfare and that of their families. At the same time, you probably also feel that your employees do not always appreciate the value of their benefits. If so, you are certainly not alone in your opinion, but there is something you can do about it.