It was a pleasure to introduce this amazing tax savings opportunity to your organization. On this page, you will find additional information that was mentioned in our call.
While you may have seen similar Wellness tax savings programs in the past, it’s essential to realize that Capstone Plus was designed within the parameters established in the 2024 Tri-Agency Ruling. This NEW program is not like any previous programs you’ve seen.
Find additional details about everything that's included in Capstone's Wellution app.
A Legal Memo for Client Review
Greenberg Traurig is a top US legal firm that researched and reviewed our tax savings program. Written by Richard A. Sirus, Esq., voted The Best Lawyers in America, Employee Benefits (ERISA) Law, 2025, this memo outlines the legality and legitimacy of this opportunity.
A Resource for CPAs & Legal Team Review
This legal opinion letter details all the tax codes that apply to this tax savings program and explains how it meets the requirements of the tax laws. Providing this letter to your CPA or legal team will streamline their research process.
TriAgency Memo (pdf)
DownloadTH Advisors, LLC
Meridian, Idaho, USA