Private Client Services

How to Plan for the 2026 Estate Tax Exclusion Drop

The vast majority of Americans aren’t worried about the estate tax, and with current laws exempting anyone with a taxable estate less than $12.92 million, only a small percentage of Americans have reason to worry. However, according to current law, that $12.92 million amount – also referred to as the estate tax “exclusion” – is scheduled to be cut in half on January 1, 2026.

by Ben Finzel

Self-Employed? 4 Retirement Plan Options

Self-employment comes with a lot of freedom, but it also comes with the responsibility to save for retirement. Here are four common retirement plan options for self-employed individuals and business owners to choose from.

by Margaret Amsden

How to Set Up an IRS Online Account for Easy Payments

Dealing with the IRS is intimidating for many individuals. Using the IRS website to create an account provides you with ample time to review your records and complete payments or other activities without the pressure (or wait!) of speaking with an IRS representative to get the identical information.

by Margaret Amsden

Private Foundations vs. DAFs: Pros and Cons

As we approach year-end, it is a good time to start thinking about charitable giving. Private foundations and donor-advised funds (DAFs) are two popular options to consider. Here are the pros, cons and tax impacts of each method.

by Margaret Amsden

The Complete Guide to Roth IRA and Roth 401(k) Conversions

Doing a Roth conversion without understanding all the nuances and implications can be a recipe for disaster. Roth IRAs hit their quarter-century birthday this year and its much lesser-known brother—the Roth 401(k)— just turned a sweet 16. Using these powerful investment tools, we pay taxes on our contributions now in exchange for vast tax savings in the future.

by Margaret Amsden

Estate Planning for Entrepreneurs

Whether you’re still growing your business or have already sold it to enjoy the fruits of your former labor, it’s easy to focus solely on your day-to-day life without thinking much about the future. It’s important to step back and plan for your ultimate wealth distribution by putting together an estate plan.

by Margaret Amsden

The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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