BOSS Financial Services
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BOSS
BOSS Financial Services
INSURANCE PROTECTION
BUSINESS CONSULTING
CONTACT
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  • BOSS Financial Services
  • INSURANCE PROTECTION
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BOSS
  • BOSS Financial Services
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BOSS Financial Services

BOSS Financial ServicesBOSS Financial ServicesBOSS Financial Services

Navigating complexity and uncertainty in an evolving business environment 

Exceptional Service. Extraordinary Value. Affordable Pricing.

Exceptional Service. Extraordinary Value. Affordable Pricing.

Exceptional Service. Extraordinary Value. Affordable Pricing.

Exceptional Service. Extraordinary Value. Affordable Pricing.

Exceptional Service. Extraordinary Value. Affordable Pricing.

Exceptional Service. Extraordinary Value. Affordable Pricing.

Tax Services

Asset Protection

Asset Protection

 Activate your tax strategy: Take a bold step to expand the reach and value of tax for your business

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Asset Protection

Asset Protection

Asset Protection

Align strategy, cost,  and protection to become stronger and more resilient from insurance to LLC formation. 

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Real Estate Services

Real Estate Services

Real Estate Services

Get scalable solutions that add greater value in residential and commercial investments. 

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Employee Services

Real Estate Services

Real Estate Services

Reach your destination with Boss Financial Services for delegation such as Virtual Assitants, Payroll, Website, and Digital services. 

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Our key insurance tax services include:

Multi-stateReal Estate InvestmentInformation reportingRisk managementTax accountingMergers and acqusitionsTransfer pricingEmployee benefitsInsurance productsLife insurer actuarial reviewCaptive insurance companiesOther insurance tax services

Multi-State Insurance & Taxes

Your support and contributions will enable us to meet our goals and improve conditions. Your generous donation will fund our mission Our insurance state and local tax (SALT) professionals provide coordinated services for state and local tax planning and help insurers identify and implement tax-planning opportunities. We also provide assistance to insurers to help resolve their issues with state taxing authorities on premium tax issues as well as issues on other state or local taxes. 

Site Content

Next in insurance: Top insurance industry issues in 2023

Next in insurance: Top insurance industry issues in 2023

Next in insurance: Top insurance industry issues in 2023

 Boss Financial Services looks at the future of insurance and the top industry issues in 2023. Addressing current ways to win in the market, defining new ways to remain relevant and grow.

How insurers can respond to higher interest rates

Next in insurance: Top insurance industry issues in 2023

Next in insurance: Top insurance industry issues in 2023

Inflation seems likely to persist for the foreseeable future and is raising concerns among insurers.

Insurance: US Deals 2023 midyear outlook

Next in insurance: Top insurance industry issues in 2023

Insurance: US Deals 2023 midyear outlook

Deal activity in the life and annuity sector remained especially strong in 2023, driven by large reinsurance transactions.

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