EPE Wealth Advisors

03/27/2026

Taxes play a bigger role in your investment results than many realize.

By structuring your portfolio thoughtfully, coordinating with your tax professional, and using strategies like tax‑loss harvesting, tax‑efficient investments, and optimized retirement distributions, you can keep more of your hard‑earned wealth working for you.

If you want to explore ways to invest more efficiently, we’re here to help: https://epewealthadvisors.com

03/26/2026

The One Big Beautiful Bill Act delivers major, permanent tax breaks for small businesses—from an expanded QBI deduction to enhanced expensing and 100% bonus depreciation.

Learn more in the article below.⬇️

Business owners may want to pay close attention to these three important changes.

03/23/2026

💡Tax Term! QBI Deduction
If you own a pass‑through business, the QBI deduction can be a game‑changer. It’s designed to reward business owners by lowering their tax bill without requiring additional expenses. Knowing this term helps you plan ahead, stay within qualifying limits, and maximize your deduction.

03/19/2026

With major tax changes, leaner IRS support, and new deductions in play, the margin for error is small. Here are 🔟 tax moves can help you stay compliant and avoid fees.

Learn more below.⬇️

The 2026 tax season, marked by new regulations and IRS staffing challenges, significantly increases error risks, making early preparation essential. Here 10 moves.

03/18/2026

Meet Linda, a 62‑year‑old pre‑retiree who spent decades building a strong nest egg. As she approached retirement, she realized the biggest challenge to her long‑term wealth wasn’t market swings — it was taxes.

She found herself asking common questions many near‑retirees face:
• Am I withdrawing from the right accounts?
• How might taxes affect my income?
• What’s the most efficient way to plan for my kids?

Linda explored tax‑efficient investing, including strategies like tax‑loss harvesting, thoughtful asset location, coordinated Social Security planning, and smarter withdrawal sequencing.

Today, she has a clearer understanding of how taxes may impact her retirement

03/16/2026

One month until Tax Day! ⏰

Here are three quick reminders to help make the final stretch run smoothly:
1️⃣ Get organized — Gather income documents, receipts, and last‑year’s return so nothing gets overlooked.
2️⃣ Review potential deductions & credits — Don’t miss opportunities that could lower your tax bill.
3️⃣ Double‑check your information — A quick review of your filing status, bank info, and dependents can help avoid delays.

Want more last‑minute filing tips?

👉 Read our latest blog: https://epewealthadvisors.com/tips-to-navigate-tax-filing-season-and-the-irs/

03/12/2026

Small businesses are rapidly adopting 401(k) plans—giving millions of employees access to retirement benefits for the first time.

From new tax incentives to rising competition for talent, here’s what’s driving the surge.⬇️

Millions of small business workers have gained access to retirement plans over the past seven years.

03/10/2026

Tax diversification is more than a tax‑saving strategy—it’s a way to build flexibility and stability into retirement income planning. As Tom explains in his recent I‑95 Business Journal article, having access to accounts with different tax treatments can help retirees respond to market shifts, tax law changes, and personal needs without pushing themselves into higher brackets or Medicare surcharges.

Want to dive deeper into how tax diversification supports long‑term planning?
👉 Read the full article in I‑95 Business Journal: https://i95business.com/articles/content/tax-updates-for-2025-understanding-the-impact-of-planning-2463

03/08/2026

International Women’s Day is a reminder of the incredible impact women have in our communities. From entrepreneurs to caregivers to leaders across every field, their work drives meaningful change.

Happy International Women's Day!

03/06/2026

💡Tax Term! Effective Tax Rate
Your effective tax rate shows the true percentage of your income that goes to federal taxes. It’s important because it reflects your real tax burden — not just the bracket you’re in. Understanding this number helps you see the impact of tax planning strategies and make smarter financial decisions.

03/05/2026

The countdown to Tax Day is on!⏱️ If you’re wrapping up your return, this guide outlines what to double‑check, how to avoid IRS headaches, and tips to make the process smoother👉 https://epewealthadvisors.com/tips-to-navigate-tax-filing-season-and-the-irs/

03/02/2026

Tom's latest article in I-95 Magazine breaks down the key tax updates coming in 2025—and why proactive planning is more important than ever.

From new retirement contribution limits to Medicare and Social Security considerations, Tom explains how evolving tax rules can impact long‑term financial and retirement strategies.

If you want clarity on tax diversification, withdrawal planning, or how to navigate changing tax brackets, this is a must‑read 👉 https://i95business.com/articles/content/tax-updates-for-2025-understanding-the-impact-of-planning-2463