MRM CPAs and Wealth Advisors

MRM CPAs and Wealth Advisors We are CPAs, Investment/Wealth Managers, and Real Estate Investors.
*Any investment in securities involves the risk of loss.

Past performance does not guarantee future results.

06/16/2026

Shenanigans with Denny and Mauricio... never a dull moment around here. 😆

Ledger ladies. Spreadsheet squad. Debit Darlings. Say hello to Christine Saso-Hasty, CPA and Abby Arnold, CPA! These two...
06/11/2026

Ledger ladies. Spreadsheet squad. Debit Darlings. Say hello to Christine Saso-Hasty, CPA and Abby Arnold, CPA!

These two spend their days helping clients navigate everything from tax planning to bigger strategic decisions, and they bring a ton of knowledge and care to the work they do every day. Give 'em a shoutout in the comments - they deserve it!

06/09/2026

Permanent life insurance is often viewed simply as protection, but its role in estate planning can be far more strategic.

This piece highlights how it can provide tax-advantaged liquidity, support wealth transfer, and offer flexible access to capital, helping advisors and clients navigate long-term planning with greater confidence.

When was the last time your tax advisor called you BEFORE you made a major financial decision? Before you sold a propert...
06/04/2026

When was the last time your tax advisor called you BEFORE you made a major financial decision? Before you sold a property, exercised options, or restructured your business?

For most people, the answer is never. And that is not because your CPA is bad. It is because the entire tax industry was built for compliance, for looking backward. That was fine 30 years ago. But the complexity of your financial life has outgrown that model.

This is where proactive tax planning starts to change outcomes.
You can take a closer look at how we approach it here: https://www.mrmprivatewealth.com/holistic-financial-planning

A major liquidity event changes estate dynamics immediately. Asset mix, valuation, and tax exposure require reassessment...
06/02/2026

A major liquidity event changes estate dynamics immediately. Asset mix, valuation, and tax exposure require reassessment. Proactive adjustments reduce downstream complexity for heirs and trustees.

Align estate planning with upcoming liquidity events:

Say hello to Bryan Monks, CFP®! 👋Bryan is part of our Wealth Management team and brings a strong background both in his ...
05/29/2026

Say hello to Bryan Monks, CFP®! 👋

Bryan is part of our Wealth Management team and brings a strong background both in his work and outside the office. He’s been playing rugby since high school (!) and still keeps up with the sport, and when he’s not working, he enjoys golfing and spending time with his 9-month-old son and mini goldendoodle.

Happy to have him here with us! If you know Bryan (or even if you don't 🫶), give him a shoutout in the comments. He deserves it!

05/26/2026

Meet Kamryn Hardy, CPA intern at MRM! 👋 We asked her a couple of quick questions about why she chose MRM and how her internship experience has been so far.

We know her future is bright as she finishes her Master’s in Accounting and works toward her CPA goals! Listen in and give her a shoutout in the comments for being awesome.

Today, we remember and honor those who made the ultimate sacrifice in service to our country. Their legacy continues to ...
05/25/2026

Today, we remember and honor those who made the ultimate sacrifice in service to our country. Their legacy continues to shape the freedoms we live with every day.

05/22/2026

We love this guy! 👏 Dennis “Denny” McLaughlin is part of our CAS team, and we asked him a couple quick questions about his time with the firm and what advice he’d give to someone new joining the team.

Listen in, and if you know Denny, give him a shoutout in the comments!

05/21/2026

We had a little too much fun with this 😂 Which one was your favorite? Tag them in the comments!

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75034

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