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It is time to start looking ahead to important retirement planning...

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

EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

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,...

EP Wealth’s Adrian Larson shares how to help prepare the next generation for responsible...