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Why Tax Treatment of Employee Benefits Matters

March 24, 2025
Understanding the tax treatment of employee benefits is crucial for businesses and employees. Proper classification can impact payroll taxes, deductions, and compliance, helping companies maximize savings while avoiding penalties.
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Why Staying Ahead in Employee Benefits Matters in 2025

March 21, 2025
Competitive employee benefits in 2025 will be key to attracting talent, retaining employees, and staying compliant. Discover how to stay ahead of industry trends.
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Challenges for California's Mid-Sized Businesses in Today's Market

March 20, 2025
Discover the key challenges mid-sized businesses in California face today, from regulatory compliance to rising costs, and how to navigate them successfully.
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Webinars

AEIS, in partnership with United Benefit Advisors, offers monthly webinars on legislative updates and trending benefit and wellness topics to educate and keep employers informed. These 60 minute intermediate level webinars are presented by foremost legal advisors and benefits professionals.

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AEIS Webinars

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Sell Your Book of Business

Partnering with an experienced firm makes planning your exit strategy a breeze. AEIS has decades of experience as a family-owned employee benefits advisor. Learn how you can sell your book of business and plan for the future!

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FAQs

  • Does AEIS only serve businesses in California?

    No. While our office is located in the San Francisco Bay Area, we have clients in other states as well as many CA-based employers with workforces that are spread throughout the country. Our partnership with UBA empowers us to fulfill the needs of clients all over.

  • What size companies does AEIS work with?

    We work primarily with small to mid-size employers (defined as 2-100 employees in CA) but we work with groups as large as several hundred employees.

  • Does AEIS charge my company for its services?

    No! You can rest assured that we never charge our clients any fees to be their broker.

Career Opportunities

AEIS is always looking to expand its team to provide better service to more companies! See our available positions, or just send us your resume.
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