Mercer Advisors
Sharing Knowledge

Tax Planning

Effective tax planning isn’t a once-a-year event — it’s a continuous process of identifying opportunities to reduce your tax burden, defer income, and coordinate investment decisions with your broader financial goals. At Mercer Advisors, our tax and wealth planning teams coordinate to build proactive, year-round tax strategies that go well beyond what’s on your return. Explore the articles below for timely, practical guidance on tax planning opportunities that may benefit your situation.

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

A lady handing someone a piece of mail
Tax Planning Article

How USPS Postmark Changes Could Affect Your Tax Filing

New USPS postmark changes may impact tax filing deadlines. Learn how mail delays could trigger penalties and why e-filing can offer greater certainty.

Further Learning

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

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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