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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
1
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
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
57
MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS
The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...
John-Mark Young
Jul 4, 20234 min read
189
DIRECT INDEXING: A BOLD NEW FRONTIER
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...
John-Mark Young
Jun 16, 20236 min read
178
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