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.
8 Ways 2021 Taxes May Be Different
From unemployment income to RMDs, many people will have new taxable events affecting their 2021 returns.
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.
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.
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.
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.
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.
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.
2020 Pandemic Tax Relief
The Consolidated Appropriations Act (CAA) offers tax benefits for continued pandemic relief for 2020 and beyond.
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.
Year-End Tax Gifting Strategies
Making year-end donations? Planning ahead and the CARES Act can help your giving have a bigger impact.
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.
Fund Your IRAs by July 15
Tax Day is quickly approaching, but there is still time to contribute to your IRAs.
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.
Tax Strategies in Today’s Environment: Roth IRA Conversions
Why Now is the Best Time to Gift to Your Loved Ones
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.
Tax Loss Harvesting – Using Losses to Lower Your Taxes
Tax loss harvesting can help turn your investment losses into a benefit with lower taxes.
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.
10 Tax Tips for 2019
Supercharge Your Retirement Savings
How high-income earners can maximize retirement savings.
HSAs, Retirement & Their Tax Advantages
Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.
New Tax Laws and Credits That May Impact Your Family
Tax changes that can help your family maximize your tax savings.
Year-End Tax Planning with Mark Doran Podcast
Identify events that may impact your taxable income, and learn strategies to lower your taxes.
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.
Are You Maximizing Tax Planning for the New Tax Laws?
Tax preparation tips to take advantage of the 2018 tax law benefits.
Insight on Tax Reform for Our Clients
Learn how the new 2018 tax law changes may impact you, your family, and your business.
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.
The Last Best Tax Shelters Podcast
Whether you are an individual or a small business owner, tax shelters can maximize your wealth.
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.
Guide to Taxes Podcast
Are your assets diversified? Learn how to determine asset allocation that's right for you.
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.
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.
Prepare For Impact
The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.
Talk to Us.