Breaking Free from Concentrated Stock Risk: How Section 351 ETF Conversions Empower Investors

How to use section 351 ETF conversion to diversify concentrated stock positions.

Clay Reynolds Earns Enrolled Agent Designation, Expanding Tax Expertise at Whitaker-Myers Wealth Managers

Clay Reynolds earns his Enrolled Agent designation from the IRS.

Common Forms for Taxes

As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be.  For those who don’t live...

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...