Mercer Advisors
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Business Owners

Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses, including risks, costs, liquidity, and how equine assets fit into a long-term wealth plan.

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

Investment Management 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.

Tax Planning Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

An advisor working with a client on a backdoor roth IRA
Retirement Article

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

If you’ve outgrown the direct Roth IRA due to income limits, consider the backdoor and mega backdoor Roth strategies.

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

A man looking at intellectual property
Estate Planning Article

How to Handle Intellectual Property With Your Estate Planning

Intellectual property can generate income opportunities for heirs. Learn how copyrights, trademarks, and patents fit into your estate plan.

Investment Management Article

Understanding Qualified Small Business Stock (QSBS)

Learn how Qualified Small Business Stock can reduce capital gains taxes and what changed under the 2025 QSBS rules.

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 real estate agent managing her write offs
Tax Planning Article

15 Legitimate Tax Write-Offs for Real Estate Agents To Track

Help reduce your taxable income and learn smart tax planning strategies through real estate agent wealth management.

A California business owner researching salt relief
Tax Planning Article

Unlocking SALT Relief for California Business Owners

California PTE tax election helps business owners reduce federal taxable income via SALT relief.

middle-aged man sitting with retirement plan advisors
Retirement Article

Benefits of Refreshing Your Retirement Plan Design

Redesign your 401(k) plan to align with today’s workforce. Learn 6 features to boost participation and fiduciary compliance.

woman talking with retirement advisors in office
Retirement Article

11 Retirement Plan Trends for 2025

Discover 2025’s most popular 11 retirement trends: personalized wellness, advanced tech, SECURE 2.0, 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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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