featured

Explore recommended financial planning tools and apps for tracking...

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...

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,...