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The Biden Proposed Tax Law Changes: Planning for Uncertainty

Jeremiah H. Barlow

JD, Head of Family Wealth Services

Donald Calcagni, MBA, MST, CFP®, AIF®

Chief Investment Officer

Josh DeForest, CFA, CFP®

Sr. Managing Director


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


Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.

Investment News 40 Under 40 2021
Nominees for our eighth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 7, 2021, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Nominees will be considered by InvestmentNews editors based on the following key points:

Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements.
Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.
Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole.
Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.

Wealth Management Thrive Awards
A panel of independent judges determined the 2019 Industry Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general. The Thrive Awards recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. To qualify for the 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.