SECURE Act 2.0: An Overview
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
The Mercer Street blog
Insights
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
Tax Planning Basics
Tax planning is a year-round effort. Here's how you can plan ahead with your tax strategy so you’re prepared all year long.
The Ultimate Cryptocurrency Tax and Financial Planning Guide
The ultimate cryptocurrency financial and tax guide: everything you need to know to manage your crypto wealth.
Why Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy. Read more.
How to Invest in Crypto Without Actually Buying Cryptocurrency
Do you want to invest in crypto but don't want to buy actual coins? Here are some of the best ways to profit from cryptocurrency indirectly.
Bitcoin ETFs in 2026: Spot vs. Futures Funds, Costs and Taxes
Spot bitcoin ETFs have been available since January 2024. How they compare with futures-based bitcoin ETFs and owning bitcoin directly, including costs, tax treatment and the wash-sale rule.
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