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Migrating from HSA Bank to Lively HSA with Charles Schwab
Published October 1st, 2024 by Miles Kellum
For clients who were previously with HSA Bank / Charles Schwab for investments, below is the process to open a new HSA at Lively and then resume investing at Charles Schwab. Open a new HSA at Lively Navigate to https://livelyme.com/ and click the “Open a New Account” button. Choose “I'm an individual eligible for an HSA and not enrolling through m
Steps to Submit a Beneficial Owner Information Report Through Gusto
Published October 31st, 2024 by Miles Kellum
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Gusto Electronic W-2 Delivery
Published November 11th, 2024 by Miles Kellum
Gusto Electronic W-2 Delivery Gusto offers a convenient service of electronic W-2 delivery each January. For employees, this is the fastest possible way to receive their W-2 each year. For employers, that means fewer W-2s that need to be manually printed and distributed to employees. However, employees must opt-in to be able to receive their W-2s e
Which Entities Must File a BOI Report?
Published October 14th, 2024 by Miles Kellum
An Intro to the BOI Reporting Rules One of the common question about BOI Reporting is which entities must file and which are exempt. The official FAQs page from FinCEN gives the following information: Companies required to report are called reporting companies. There are two types of reporting companies: Domestic reporting companies are corporation
BOI Reporting Recommendations for Clients
Published November 1st, 2024 by Miles Kellum
Dear Clients, As many of you are aware, the new FinCEN Beneficial Owner Reporting deadline of 12/31/2024 is quickly approaching. As we left off in our previous communication back in Q1, MLW’s plan was to monitor the emerging legal challenges to this program over the course of the year before making a final recommendation in Q4 for our clients. It
Creating a Lively HSA with Charles Schwab Investment Account
Published November 11th, 2024 by Miles Kellum
For clients who wish to open a Health Savings Account (HSA) with Lively and then create a Charles Schwab Health Savings Brokerage Accounts (HSBA) to invest the funds in their HSA through MLW, below are the steps to accomplish that setup. Open a new HSA at Lively Navigate to https://livelyme.com/ and click the “Open a New Account” button. Choose “I'
New Financial Report Packs 🚀
Published June 12th, 2025 by Miles Kellum
New Reports Are Here MLW is excited to announce the launch of our new financial reports here at MLW. Technically, these are a cousin to the financial statements we've issued in the past. Financial reports however are like the cool, fun cousin with more colors and graphs 📊🤓 Traditional Financial Statements Are Still Available Don't worry, we've sti
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