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

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...