Tax Strategy
Over your lifetime, taxes represent one of your single biggest expenses. Explore our resources on tax laws and strategy, and how they can ease your tax burden.
Podcast
Prepare For Impact
The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.
Doug Fabian,
Jan 8, 2018
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Article
Despite the New Tax Law, Investors Should Avoid Overweighting REITs
While the new tax law provides preferential treatment for REIT dividends, diversification is still key to reaching your goals.
Doug Fabian,
Jan 15, 2018
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Article
5 Ways to Reduce Your Taxes in 2018
With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.
Doug Fabian,
Feb 27, 2018
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Podcast
Guide to Taxes Podcast
Are your assets diversified? Learn how to determine asset allocation that's right for you.
Doug Fabian,
Mar 16, 2018
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Podcast
Tariffs, rate hikes and other market drivers
During the first half of 2018 there was plenty of market volatility. How should you respond?
Doug Fabian,
Mar 26, 2018
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Article
The Burden of Income Tax Is Going to Get Worse
If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.
Doug Fabian,
Mar 27, 2018
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Podcast
The Last Best Tax Shelters Podcast
Whether you are an individual or a small business owner, tax shelters can maximize your wealth.
Doug Fabian,
Apr 27, 2018
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Podcast
Tax Laws for Small Business Owners
If you're a business owner, the 2018 tax laws may help you save thousands of dollars in taxes.
Doug Fabian,
Apr 29, 2018
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Video
Insight on Tax Reform for Our Clients
Learn how the new 2018 tax law changes may impact you, your family, and your business.
Aaron Langston, Ben Kautz,
May 9, 2018
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Podcast
Best Estate Planning Practices & Tips
Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.
Doug Fabian,
Jul 19, 2018
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Article
Double The Impact of Your Assets With Your Gifting Strategies
Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.
Jeremiah H. Barlow,
Aug 24, 2018
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Podcast
The Pros and Cons of the Highly Concentrated Position
Learn why having a highly concentrated position, an asset that represents a large portion of your wealth, can be both a blessing and a curse.
Doug Fabian,
Sep 6, 2018
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Podcast
Unwinding A Highly Concentrated Position in Equities
What are the most important components to achieve your financial goals - not the stock market or investing.
Doug Fabian,
Sep 13, 2018
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Article
Are You Maximizing Tax Planning for the New Tax Laws?
Tax preparation tips to take advantage of the 2018 tax law benefits.
Matthew McCarthy, CPA,
Nov 1, 2018
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Article
Optimize Your Business Tax Planning for the New Tax Laws
Significant tax law changes may have a big impact on tax planning for your business.
Matthew McCarthy, CPA,
Nov 1, 2018
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Podcast
Year-End Tax Planning with Mark Doran Podcast
Identify events that may impact your taxable income, and learn strategies to lower your taxes.
Doug Fabian,
Nov 27, 2018
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Article
New Tax Laws and Credits That May Impact Your Family
Tax changes that can help your family maximize your tax savings.
Irina Polyakova, CPA,
Mar 1, 2019
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Article
Using Donor-Advised Funds to Give with Intention
Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.
Jennifer Baick,
May 21, 2019
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Article
The Benefits of Charitable Giving
Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.
Melanie Guhit,
May 21, 2019
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Article
Using Your Capital Gains for Good
Uncover hidden financial planning opportunities with philanthropy.
Jennifer Baick,
May 21, 2019
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Article
The SECURE Act May Bring Big Changes to Retirement
The House SECURE Act brings large, meaningful changes to retirement plan accounts, from age limits for contributions to more annuity options for retirement.
Jeremiah H. Barlow,
Jun 6, 2019
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Article
HSAs, Retirement & Their Tax Advantages
Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.
Frances Smith,
Sep 5, 2019
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Article
Supercharge Your Retirement Savings
How high-income earners can maximize retirement savings.
Glen Minton,
Sep 5, 2019
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Article
Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs
Jeremiah H. Barlow,
Dec 23, 2019
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Article
New Legislation Impacts Retirement Planning
If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised
Jeremiah H. Barlow,
Feb 5, 2020
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Article
A Charitable Trust Extends Stretch IRAs
A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.
Logan Baker,
Feb 25, 2020
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Article
Passing-On Insurance Policies Tax Free
With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.
Mercer Advisors,
Feb 25, 2020
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Article
Last Minute Tips for 2019 Taxes
It’s tax preparation season— but before you file your 2019 tax return, take a look at these tax-planning tips.
Daniel Epstein,
Mar 18, 2020
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Article
Tax Loss Harvesting – Using Losses to Lower Your Taxes
Tax loss harvesting can help turn your investment losses into a benefit with lower taxes.
Kara Duckworth,
Mar 27, 2020
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Article
New Federal Stimulus and What it Means for You
The coronavirus stimulus package aims to provide relief to individuals, small business owners, and sole proprietors.
Matthew McCarthy, CPA, William Nelson,
Apr 2, 2020
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Article
COVID-19 Relief Aid for Individuals: What You Need to Know
Learn more about how the $2.2 trillion federal Coronavirus Aid, Relief, and Economic Security (CARES) Act is bringing financial help for individuals affected by the COVID-19 crisis.
Mercer Advisors,
Apr 10, 2020
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Article
COVID-19 Relief Aid for Small Businesses: What You Need to Know
The $2.2 trillion CARES Act includes substantial relief for small businesses. Find out if you qualify.
Jeremiah H. Barlow, Kara Duckworth,
Apr 10, 2020
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Article
Relief Act: Benefits for Retirement Accounts
Americans affected by COVID-19 can tap their retirement savings for relief. Learn more in this webinar.
Jeremiah H. Barlow, Kara Duckworth,
Apr 15, 2020
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Article
How to Strengthen Your Financial Plan During a Pandemic
Eight actions you can take to ensure your financial plan survives these times and comes out stronger on the other side.
Jessica Caruso, CFP®,
Apr 30, 2020
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Article
Can States File for Bankruptcy
For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.
Donald Calcagni,
Apr 30, 2020
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Article
Now is the Best Time for Gifting
Now may be the best time to review your gifting strategy due to these three factors.
Jeremiah H. Barlow,
May 14, 2020
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Webinar
Why Now is the Best Time to Gift to Your Loved Ones
Jeremiah H. Barlow,
May 14, 2020
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Webinar
Tax Strategies in Today’s Environment: Roth IRA Conversions
Jeremiah H. Barlow,
May 28, 2020
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Article
Fund Your IRAs by July 15
Tax Day is quickly approaching, but there is still time to contribute to your IRAs.
Mari Adam,
Jun 9, 2020
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Article
Required Minimum Distribution Changes for 2020
Two changes to required minimum distributions in 2020 can help retirees extend their benefits and minimize their taxes.
Renée Pichette,
Jul 21, 2020
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Article
Battle of the 401(k): Roth vs Traditional?
Is a Roth 401(k) better than the traditional 401(k)?
Christopher Blakely,
Aug 24, 2020
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Article
Wealth-Life Balance: 3 Steps for Women
Need financial peace of mind in volatile times? Build a long-range plan and stick with it.
Alise Kraus, Kristen Kestel,
Aug 31, 2020
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Article
Year-End Tax Gifting Strategies
Making year-end donations? Planning ahead and the CARES Act can help your giving have a bigger impact.
Josh DeForest,
Oct 22, 2020
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Article
Democrats Won the Senate. Now what?
Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?
Donald Calcagni,
Jan 12, 2021
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Article
Aligning Charitable Giving, Estate, and Tax Planning
Learn how to create a charitable giving strategy that does more for your nonprofit causes.
Mercer Advisors,
Apr 7, 2021
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Article
New Relief Act Brings Tax Changes
Learn why key federal tax reforms and other changes under the Biden administration could be especially significant for women.
Mercer Advisors,
Apr 14, 2021
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Article
American Families Plan: What’s the Potential Impact?
Last month, President Biden proposed the American Families Plan which may bring significant tax changes. Here are some key proposals we’re tracking.
Jeremiah H. Barlow,
May 24, 2021
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Article
Financial Tips for Out-of-State Moves
Moving to a new state? Here are some financial tips to consider as you navigate this big change.
Mercer Advisors,
May 24, 2021
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Article
What to Know About the Child Tax Credit in 2021
Starting in July, millions of American families started receiving a monthly payment as part of their advance child tax credit. Here’s what you should know.
Jamie Block,
Aug 30, 2021
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Article
8 Ways 2021 Taxes May Be Different
From unemployment income to RMDs, many people will have new taxable events affecting their 2021 returns.
Jennifer Baick,
Oct 11, 2021
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Article
Preparing for the Impact of President Biden’s Tax Plan on Estate Planning
If you or a loved one have a sizeable estate, act now to revisit your plans ahead of proposed tax changes.
Bryan Strike,
Oct 11, 2021
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