TRUST
We are dedicated to helping business owners and their companies reduce income taxes by using time-tested, proven strategies.
EXPERIENCE
By incorporating your current needs and future goals, we are able to create a solution focused on what’s important to you and your business.
IDEA MERCHANTS
We are consistently among the first to hear about new tax ideas that both conservative and powerful – even though they may not be well-known.
Why Choose Us
Mericle & Company is an independent, boutique focused on helping high-income business owners, physicians, and professionals reduce their tax burden.
Our team has helped more than 500 business owners across the country significantly reduce their tax burden by implementing time-tested, proven strategies.
We are consistently among the first to hear about all kinds of new tax and insurance ideas, the majority of which are not suitable for the business owners we work with because they are either poorly conceived or extremely risky.
Fortunately, we also hear about outstanding new ideas that are both conservative and powerful – even though they may not be well-known.
Our approach is a tailored one, incorporating you and your company’s current needs and future goals with our ideas to create a carefully designed strategy focused on a solution based on what you’d like to accomplish.
With your trust and our experience, you have access to the information you need to make an informed decision.
From Our Blog
Stay Up To Date On Current Information for Business Owners
What the Tax Cuts and Jobs Act of 2017 Means For Privately Held Business Owners
The Tax Cuts and Jobs Act of 2017 was signed into law December 22, 2017, to benefit businesses, individual taxpayers, and families.
The primary beneficiaries of The Act are business owners of privately-held corporations and pass-through entities. As a result, most business owners now have more planning options.
2018 Whole Life Insurance Dividend Rate Annoucements
Most insurance companies have announced their 2018 whole life insurance dividend rate and payout for the upcoming year.
This years announcement is trending with continued declines in declared dividend rates for most companies. Some companies have made it easy to learn what the dividend rate will be for the upcoming year. Others, prefer to hide the information or just not publish it at all.
What Life Insurance Carriers Don’t Want You To Know When Your Mortality Is In Question
There are certain inevitabilities in life. Like it or not, one of them is death. When our own mortality comes into question there are always challenges and questions we must confront.
The goal of every insured with a permanent life insurance policy should be to die with as little money in their policy as possible.
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split Dollar Life Insurance Plan is a sophisticated strategy that can help with the payment of life insurance premiums for executive benefits and estate planning purposes.
Split Dollar can be a great tool for a company looking to provide additional benefits to key employees, or for individuals interested in minimizing gift tax for estate planning purposes.
Ultimate Guide to Buy Sell Agreements with Life Insurance
A buy-sell agreement funded with life and disability insurance protects the owners of a business due to the death, disability, or retirement of its owners.
Buy-sell agreements are designed to protect the interests of all owner’s dictating when an owner can sell their interest, who can buy it, and what price will be paid.
Why You Should Consider Life Insurance with Long-Term Care, and What You Need to Know About It…
Life Insurance with Long-Term Care helps individuals reduce their financial exposure to a long-term care event, while paying a death benefit to beneficiaries.
The combination of life insurance with long-term care helps protect what’s most important: the quality of your life and your heirs.
