Mercer Advisors
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Tax Planning

Learn the importance of tax planning and how to reduce tax liability through customized investments, estate plans, and retirement strategies, from our CFPs® and CPAs at Mercer Advisors.

Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Tax Planning Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

Tax Planning Article

2026 Tax Strategies with Roth Conversions

Discover 2026 Roth conversion strategies to help minimize taxes and maximize retirement savings. Get guidance on timing, tax brackets, RMDs, and estate planning.

Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

Tax Planning Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

A couple in Washington discussing taxes
Tax Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

S corp team working
Tax Planning Article

S Corporation Losses, Trusts, and Termination

Learn how S corporation losses are handled at trust termination, including basis limits, suspended losses, and when beneficiaries may use unused deductions

A government building
Tax Planning Article

Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next

Washington’s new capital gains tax and proposed Millionaires’ Tax test constitutional limits and could reshape tax planning for high income residents.

Listen
Tax Planning Podcast

Episode 514 – Will You Inherit Family Money?

Explore how inheriting money from a family member can be both advantageous and challenging, discussing unforeseen positive and negative effects of wealth inheritance.

A lady handing someone a piece of mail
Tax Planning Article

How USPS Postmark Changes Could Affect Your Tax Filing

New USPS postmark changes may impact tax filing deadlines. Learn how mail delays could trigger penalties and why e-filing can offer greater certainty.

A couple talking about HSA funds
Tax Planning Article

Before April 15: Learn Unmarried-Couple HSA Contribution Advantage

Unmarried couples may be able to double HSA contributions. Learn HSA rules for domestic partners, family coverage limits, deadlines, and tax pitfalls.

A parent and their student looking at loans
Tax Planning Article

Parent PLUS Loans: 2026 Deadline for Lower Payments and Relief

Learn how to consolidate Parent PLUS loans, switch from ICR to IBR, lower monthly payments, and stay eligible for income‑driven repayment before the July 1, 2026 deadline.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
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Tax Planning & Preparation
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Investment Management
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Want to learn more about Mercer Advisors?

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