Mercer Advisors
Sharing Knowledge

Small Business

Stay up-to-date on strategies that can help you with the financial management of your business.

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.

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.

S corp team working
Tax Planning Article

S Corporation Losses, Trusts, and Termination

Learn how S corporation losses are handled at trust termination, including basis limits, suspended losses, and when beneficiaries may use unused deductions

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 dad working with his son
Tax Planning 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 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.

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.

OCIO sitting at conference table with laptop
Investment Management 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.

Financial Planning Article

The Role of Mercer Advisors in Supporting Nonprofit Missions

Financial advisors can be real-world partners in helping meet mission-driven goals with limited and unpredictable funding.

Nonprofit executive talking with wealth advisors in office
Tax Planning Article

Building Financial Stability: How Nonprofits Can Prepare for Economic Downturns

Find out the main elements of a long-term financial planning strategy that are crucial for endowments and foundations to weather challenges.

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.

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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