Whitaker-Myers Tax Advisors has acquired Goude Tax, led by Enrolled Agent Starr Goude, who has served clients since 1996. This partnership preserves a legacy rooted in military-focused tax expertise while supporting Starr’s thoughtful transition toward retirement. Clients will continue receiving trusted care—now enhanced by coordinated tax and financial planning through the Whitaker-Myers team.

Whitaker-Myers Group is expanding its presence in Bluffton, South Carolina with the acquisition of John Mosca CPA, PC. This addition strengthens our integrated tax and wealth management services while preserving the trusted relationships clients value. With John Mosca continuing through 2026 and our CFP® and tax professionals working together, clients benefit from coordinated planning designed to serve families well—today and for generations to come.

Most people don’t realize you can make a one-time, tax-free transfer from an IRA into an HSA. If you’re covered by an HSA-eligible health plan and not yet on Medicare, this strategy can quietly turn tax-deferred IRA dollars into tax-free money for future healthcare costs. For people in their early 60s with large IRAs, it can reduce future RMDs and create meaningful flexibility for medical and long-term care expenses.

Whitaker-Myers Tax Advisors is proud to announce that John-Mark Young has earned his Enrolled Agent designation. This achievement allows him to represent clients before the IRS, file tax returns, and offer the informed guidance our clients expect. His expanded expertise strengthens our commitment to true holistic financial planning.

Philanthropy has expanded far beyond writing a year-end check. Today, tools like Donor-Advised Funds (DAFs) allow individuals and families to give more strategically, unlock valuable tax advantages, and even grow their charitable assets over time.

For high-income earners, backdoor Roth IRA contributions are a powerful way to build tax-free retirement savings. On a separate note, rolling over an old 401(k) into an IRA can also be a smart move for better investment options and lower fees. However, when these two strategies intersect, the outcome can either work in your favor—or create an unexpected tax bill. Understanding why is critical before making a move.

Whitaker-Myers Wealth Managers proudly announces that President & CIO John-Mark Young, CFP®, has earned the prestigious Tax Planning Certified Professional® (TPCP®) designation from The American College of Financial Services. This advanced credential highlights his commitment to helping families maximize their financial plans through smart, values-based tax strategies—always with the heart of a teacher and a mission to serve clients with clarity and confidence.

Starting in 2025, Ohio will lower its top income tax rate from 3.5% to 3.125% and shift to a flat 2.75% rate in 2026 for income over $26,050—making it the 2nd lowest state income tax in the U.S. among taxed states. Local taxes still apply and vary by city or district. These updates may impact your financial strategy. Whitaker-Myers Wealth Managers can help you plan ahead and maximize your take-home income.

The Big Beautiful Bill Act introduces major tax changes you need to know. From making lower tax brackets permanent to increasing the standard deduction and boosting the Child Tax Credit, this legislation reshapes how Americans will file and plan for years ahead. The SALT deduction cap is also temporarily lifted, offering relief for high-tax states. Explore how these updates could impact your tax bill and what steps to take to prepare. Stay informed and empowered with Whitaker

Associate Financial Advisor David Gearhart earned his Enrolled Agent designation, strengthening Whitaker‑Myers Wealth Managers commitment to integrated tax-smart financial planning for our clients.

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

Clay Reynolds earns his Enrolled Agent designation from the IRS.

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

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Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...