Mercer Advisors
Sharing Knowledge

Impact of New Laws

Tax Planning Article

Tax Strategies for Airline Pilots

Understand taxes for airline pilots — from tax deductions for pilots and 401(k) super-funding to Roth conversions and pension coordination

Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Family & Health Guide

What To Do When a Parent Passes: A Practical Financial Guide

A practical guide to the financial, legal, and administrative steps families face after a parent’s death, organized to reduce stress and prevent missed details.

Estate Planning Article

Estate Planning After the SECURE Act

Learn how retirement trusts and Roth conversions can help mitigate taxes for your heirs. 

A government building
Financial Planning Article

Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next

Washington’s new capital gains tax and proposed Millionaires’ Tax test constitutional limits and could reshape tax planning for high income residents.

Two people preparing for the sunset of enhanced premium tax credits
Tax Planning Article

Preparing for the Sunset of Enhanced Premium Tax Credits

Learn how the sunset of enhanced ACA premium tax credits on Dec. 31 could affect business owners and what strategies can help.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

A woman making donations to maximize her charitable tax deduction
Tax Planning Article

Last Chance to Maximize Your Charitable Tax Deduction Benefits Before New 2026 Limitations

Our latest article explains how to take advantage of today’s full deduction value and flexibility, help maximize tax savings, and prepare for the new giving landscape in 2026.

A mother and daughter exchanging gifts
Tax Planning Article

Smart Holiday Gifting: OBBBA 2025 Tax Benefits Explained

Explore how holiday gifting in 2025 can help with family wealth transfer, charitable giving, and estate planning.

A woman reviewing premium tax credits
Tax Planning Article

Understanding Changes to the Premium Tax Credit

Learn about updates to the premium tax credit under the Affordable Care Act (ACA) and how they may affect health insurance costs.

A couple discussing their Roth catch up contributions
Retirement Article

Catch-up Contributions Are Changing: What Roth Rules Mean for Your Retirement

New Roth rule affects catch-up contributions for high earners starting in 2026

A couple talking about their estate tax exemptions
Tax Planning Article

Estate Tax Exemption 2026 Changes Still Need 2025 Planning

Estate tax exemption climbs to $15M in 2026. OBBBA changes rules, but not the need to plan. Learn why proactive strategies remain essential.

A couple discussing taxes
Tax Planning Article

Alternative Minimum Tax After OBBBA

The OBBBA made changes to the Alternative Minimum Tax System. Learn about the potential impact on your tax situation.

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?

Let’s Talk