EP Wealth Advisors

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...

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,...

Deferred compensation plans help businesses potentially retain key employees by offering...