Taxes
Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways
In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into the evolving economic landscape shaped by new tariff policies and geopolitical uncertainties. Together, they explored how recent global policy changes and the introduction of the ‘Big Beautiful Bill’ may affect…
Read MoreTax Filing Season Has Arrived. Here’s What Individuals and Small Business Owners Need to Know
By Kat Grier CFP®, CPA, Wealth Manager; and, Steven Henderson, CPA, PFS, CFP®, CKA® Regional Director, Partner Tax preparation is complex for many Americans. In 2023, 54 percent of all individual income tax returns were prepared by paid return preparers. Small business owners are no exception. According to the NFIB’s 2024 Tax Survey, 90 percent…
Read More4 Easy Steps to Get Started with Your Taxes in 2025
At Merit, we understand the season of income tax preparation can go hand-in-hand with feelings of joy (when one receives that much-anticipated refund); result in surprises (when one discovers they may, in fact, OWE versus receiving a refund); bring forth feelings of frustration (as one continues to await those last-minute K-1’s, with the hope of…
Read MoreSuper Charge Your Tax Planning with These Tips
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous source of revenue for the United States government, but the stress of completing them can take a toll on our mental health. According to a recent survey from U.S. News,…
Read More