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Work & Business

Work & Business Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

A pay role specialist reviewing social security
Work & Business Article

Social Security Wage Base 2026 Increase: Employer Guide

Get a clear breakdown including new payroll tax limits and what employers should budget for high‑income staff.

A dad working with his son
Work & Business Article

Tax Benefits of Employing Your Children in Your Business

Hiring your children in an LLC or sole proprietorship can reduce income and payroll taxes. Understand the IRS rules and how to plan.

A dentist and his assistant looking at sale documents
Work & Business Article

How To Minimize Taxes When Selling a Dental Practice

Learn how to structure your sale, offset gains, and plan for retirement to keep more of your hard-earned wealth.

Two business owners talking about a business sale
Work & Business Article

Unlocking Tax Efficiency: How a 1042 Exchange Can Transform Your Business Sale

Learn eligibility rules, investment requirements, and strategic benefits for tax-efficient exits from business ownership.

Work & Business Article

What To Do When Your IPO Lockup Expires

Optimize your equity with smart timing, tax strategies, and diversification to help create lasting wealth.

A team working on liquidity planning
Work & Business Article

Liquidity Planning After a Tender Offer

Learn smart strategies for tax planning, investment diversification, estate preparation, and avoiding potential pitfalls.

A real estate agent meeting a client
Work & Business Article

SEP IRA vs. Solo 401(k) for Real Estate Agents

Learn the differences between the two plans and why they matter in financial planning for real estate agents.

Work & Business Article

How NVIDIA Employees Can Maximize Their RSUs, ESPP and 401(k)

Learn what makes NVIDIA’s comp structure unique, what to watch out for, and how to turn your equity into long-term wealth.

Work & Business Article

Maximize Your Intel Retirement & Severance Benefits

Walk through Intel-specific benefits, planning strategies, and how to make the most of your next chapter in retirement from Intel.

young executive professional sitting with a financial advisor discussing layoff
Work & Business Article

What To Look For in a Severance Package After Layoff

Understanding severance package components and knowing questions to ask are key to determining the financial impacts.

OCIO sitting at conference table with laptop
Work & Business Article

Evaluating Benefits of Outsourced Chief Investment Officers (OCIOs)

There are 5 key benefits an OCIO can offer your endowment, foundation, or nonprofit for investment management and strategies.

Man sitting with a nonprofit investment advisor discussing his options
Work & Business Article

Crafting an Investment Policy Statement for Your Nonprofit

An IPS is a valuable tool for a nonprofit. Learn key aspects, how to tailor to your mission, why you should review it yearly, and more.

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.

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