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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.
John-Mark Young
May 24 min read
2
Clay Reynolds Earns Enrolled Agent Designation, Expanding Tax Expertise at Whitaker-Myers Wealth Managers
Clay Reynolds earns his Enrolled Agent designation from the IRS.
Whitaker Myers
Apr 152 min read
3
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.
Logan Doup
Mar 314 min read
1
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...
Joseph Browning
Feb 202 min read
10
John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services
Whitaker Myers
Jan 232 min read
30
Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning
Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.
John-Mark Young
Jan 14 min read
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