EP Wealth Advisors

Catch-up contribution limits are changing for 2026. Learn how...

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...

High-value real estate transactions can have significant tax implications. Learn about tax-saving...

Retiring before 50 sounds ideal, but is it practical? Learn about financial challenges, career...

Proper preparation can help position your business for a smooth acquisition when you are ready to...