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

Taxes can be confusing, but working with a CPA early helps avoid last-minute stress. Key tax forms to bring include W-2s, 1099s (NEC, R, SSA), and investment forms like 5498 and 1099-Composite. Understanding these forms ensures accurate filing. For guidance or help with your 2025 taxes, Whitaker-Myers Tax Advisors is ready to assist you through the process.

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Homeowners who install energy-efficient systems like heat pumps, skylights, or biomass stoves may qualify for the Residential Clean Energy Tax Credit—worth up to 30% of the cost. Caps apply, such as $2,000 for heat pumps and $600 for windows. To claim it, file IRS Form 5695 with your tax return. Before starting home upgrades, consult a tax professional to ensure eligibility. Whitaker Myers offers financial and tax guidance to help you save more this tax season.