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As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

The IRS reviews all income tax brackets annually, making adjustments as necessary to balance for inflation.

The firm's net income, client assets and advisor headcount all grew last year, according to a new SEC filing. But experts see trouble under the surface.

Scott joined Tinubu in April 2023 as the Surety Chief Operations Officer. He oversees the Client Services, Product, and Engineering departments, aiming at delivering innovative solutions and executing the Tinubu Surety vision.

Scott has more than 25 years of experience leading startup and enterprise SaaS organizations. He started his career as a software developer in the '80s and was later a founder at OutStart, where he was responsible for the portfolio of learning technology solutions. In 2012, when OutStart was acquired by IBM,  Scott was responsible for the strategic product direction of IBM's Smarter Workforce initiative. Since then, he has held positions at the C-Level, as an EOS Integrator, and as a product leader in highly regulated industries, including public safety.

Scott holds a degree from the University of Miami.

LinkedIn profile: linkedin.com/in/scottredwards/ 

Courtney Maugé is Senior Vice President and Cyber Practice Leader at NFP. Her experience includes developing strategies to quantify, mitigate and transfer client cyber risk, as well as offering in-house expertise on data privacy matters. She is a frequent speaker on cyber/errors & omissions (E&O) topics, most notably privacy risks and the human element of cyber risk. Courtney earned her Juris Doctor from the University of Georgia School of Law and her Bachelor of Arts degree from Emory University.