Skip to main content

Taxes

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.

Sign up to receive insights delivered directly to your inbox:

Article

8 Ways 2021 Taxes May Be Different

From unemployment income to RMDs, many people will have new taxable events affecting their 2021 returns.

Jennifer Baick,

Oct 11, 2021

Read More

Article

What to Know About the Child Tax Credit in 2021

Starting in July, millions of American families started receiving a monthly payment as part of their advance child tax credit. Here’s what you should know.

Jamie Block,

Aug 30, 2021

Read More

Webinar

The Biden Proposed Tax Law Changes: Planning for Uncertainty

Will your taxes rise under the Biden tax plans? Watch now to plan for potential tax changes.

Jeremiah H. Barlow, Donald Calcagni, Laura Combs, Josh DeForest,

Jun 28, 2021

Watch Webinar

Article

Biden’s Tax Increases Won’t Affect Just the Top 1%

The Biden administration’s proposed corporate tax and capital gains increases will impact millions of U.S, households over time.

Donald Calcagni,

May 25, 2021

Read More

Article

American Families Plan: What’s the Potential Impact?

Last month, President Biden proposed the American Families Plan which may bring significant tax changes. Here are some key proposals we’re tracking.

Jeremiah H. Barlow,

May 24, 2021

Read More

Podcast

Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast

With the change in administrations, 2021 promises to bring new challenges & opportunities to the estate planning arena.

Doug Fabian,

Apr 22, 2021

Listen Now

Webinar

How Your Wealth Plan and Tax Strategy May be Impacted by the New Administration

Hear about recent and proposed tax law changes and why they are particularly relevant for women as part of our special webinar series for women.

Jamie Block, Susan Travis,

Mar 24, 2021

Watch Webinar

Article

2020 Pandemic Tax Relief

The Consolidated Appropriations Act (CAA) offers tax benefits for continued pandemic relief for 2020 and beyond.

Daniel Epstein, Matthew McCarthy, CPA,

Feb 28, 2021

Read More

Article

Plan Now for Potential Tax Changes

Taxes are one of life’s certainties, but there’s still time in 2020 to influence how much you’ll pay Uncle Sam.

Jeremiah H. Barlow,

Nov 2, 2020

Read More

Article

Year-End Tax Gifting Strategies

Making year-end donations? Planning ahead and the CARES Act can help your giving have a bigger impact.

Josh DeForest,

Oct 22, 2020

Read More

Article

10 Tax Tips for 2020 for Individuals and Businesses

Here are the 10 tax tips to help save you money in 2020. It’s not too late to take strategic action to lessen your tax burden.

Daniel Epstein,

Oct 16, 2020

Read More

Article

Fund Your IRAs by July 15

Tax Day is quickly approaching, but there is still time to contribute to your IRAs.

Mari Adam,

Jun 9, 2020

Read More

Article

Tax Strategies with Roth Conversions

Now is an opportune time to convert your assets into a Roth, providing tax savings for you and your loved ones.

Mercer Advisors,

May 29, 2020

Read More

Webinar

Tax Strategies in Today’s Environment: Roth IRA Conversions

Jeremiah H. Barlow,

May 28, 2020

Watch Webinar

Webinar

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow,

May 14, 2020

Watch Webinar

Article

COVID-19 Relief Aid for Individuals: What You Need to Know

Learn more about how the $2.2 trillion federal Coronavirus Aid, Relief, and Economic Security (CARES) Act is bringing financial help for individuals affected by the COVID-19 crisis.

Mercer Advisors,

Apr 10, 2020

Read More

Article

Tax Loss Harvesting – Using Losses to Lower Your Taxes

Tax loss harvesting can help turn your investment losses into a benefit with lower taxes.

Kara Duckworth,

Mar 27, 2020

Read More

Article

Last Minute Tips for 2019 Taxes

It’s tax preparation season— but before you file your 2019 tax return, take a look at these tax-planning tips.

Daniel Epstein,

Mar 18, 2020

Read More

Article

10 Tax Tips for 2019

Daniel Epstein,

Dec 3, 2019

Read More

Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

Read More

Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

Read More

Article

New Tax Laws and Credits That May Impact Your Family

Tax changes that can help your family maximize your tax savings.

Irina Polyakova, CPA,

Mar 1, 2019

Read More

Podcast

Year-End Tax Planning with Mark Doran Podcast

Identify events that may impact your taxable income, and learn strategies to lower your taxes.

Doug Fabian,

Nov 27, 2018

Listen Now

Article

Optimize Your Business Tax Planning for the New Tax Laws

Significant tax law changes may have a big impact on tax planning for your business.

Matthew McCarthy, CPA,

Nov 1, 2018

Read More

Article

Are You Maximizing Tax Planning for the New Tax Laws?

Tax preparation tips to take advantage of the 2018 tax law benefits.

Matthew McCarthy, CPA,

Nov 1, 2018

Read More

Video

Insight on Tax Reform for Our Clients

Learn how the new 2018 tax law changes may impact you, your family, and your business.

Aaron Langston, Ben Kautz,

May 9, 2018

Watch Video

Podcast

Tax Laws for Small Business Owners

If you're a business owner, the 2018 tax laws may help you save thousands of dollars in taxes.

Doug Fabian,

Apr 29, 2018

Listen Now

Podcast

The Last Best Tax Shelters Podcast

Whether you are an individual or a small business owner, tax shelters can maximize your wealth.

Doug Fabian,

Apr 27, 2018

Listen Now

Article

The Burden of Income Tax Is Going to Get Worse

If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.

Doug Fabian,

Mar 27, 2018

Read More

Podcast

Guide to Taxes Podcast

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian,

Mar 16, 2018

Listen Now

Article

5 Ways to Reduce Your Taxes in 2018

With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.

Doug Fabian,

Feb 27, 2018

Read More

Article

Despite the New Tax Law, Investors Should Avoid Overweighting REITs

While the new tax law provides preferential treatment for REIT dividends, diversification is still key to reaching your goals.

Doug Fabian,

Jan 15, 2018

Read More

Podcast

Prepare For Impact

The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.

Doug Fabian,

Jan 8, 2018

Listen Now

Talk to Us.