EP Wealth Advisors

High-net-worth individuals face complex tax challenges. Learn about...

Charitable contributions can support causes you care about while offering potential tax benefits....

Integrating estate planning into your financial plan can help align investments, retirement, and...

High-income business owners can lower taxes with strategies like S-Corps, Cash Balance Plans, cost...

Despite significant progress in recent years, many women find themselves behind where they need to...

Include charitable giving in your estate plan to support meaningful causes and potentially reduce...

Explore tax-efficient gifting strategies—from annual exclusions to trusts—to help manage estate tax...

Explore tax strategies to consider when selling a high-value business, from transaction structuring...

Explore advanced strategies to help manage estate taxes when transferring wealth. Learn how trusts,...