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.

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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.

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Mercer Advisors,

Apr 10, 2020

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Webinar

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

Jeremiah H. Barlow

Jeremiah H. Barlow,

May 14, 2020

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Webinar

Tax Strategies in Today’s Environment: Roth IRA Conversions

Jeremiah H. Barlow

Jeremiah H. Barlow,

May 28, 2020

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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.

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Mercer Advisors,

May 29, 2020

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Article

Fund Your IRAs by July 15

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

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Mari Adam,

Jun 9, 2020

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Article

Using Losses to Lower Your Taxes

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

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Kara Duckworth,

Mar 27, 2020

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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.

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Daniel Epstein,

Mar 18, 2020

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Article

10 Tax Tips for 2019

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Daniel Epstein,

Dec 3, 2019

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Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

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Glen Minton,

Sep 5, 2019

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Article

HSAs, Retirement & Their Tax Advantages

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

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Frances Smith,

Sep 5, 2019

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Article

New Tax Laws and Credits That May Impact Your Family

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

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Irina Polyakova, CPA,

Mar 1, 2019

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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

Doug Fabian,

Nov 27, 2018

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Podcast

Prepare For Impact

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

Doug Fabian

Doug Fabian,

Jan 8, 2018

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Podcast

Taxes and Small Business Owners

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

Doug Fabian

Doug Fabian,

Apr 29, 2018

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Podcast

The Last Great Tax Shelters Podcast

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

Doug Fabian

Doug Fabian,

Apr 27, 2018

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Podcast

Guide to Taxes Podcast

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

Doug Fabian

Doug Fabian,

Mar 16, 2018

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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.

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Matthew McCarthy, CPA,

Nov 1, 2018

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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

Doug Fabian,

Feb 27, 2018

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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

Doug Fabian,

Mar 27, 2018

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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

Doug Fabian,

Jan 15, 2018

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Article

Are You Maximizing Tax Planning for the New Tax Laws?

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

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Matthew McCarthy, CPA,

Nov 1, 2018

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Video

Insight on Tax Reform for Our Clients

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

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Aaron Langston, Ben Kautz,

May 9, 2018

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