For Business Owners, Families, and Individuals Pursuing Financial Success.

Our mission is to help you create, grow, and protect your most important assets.

For Business Owners, Families, and Individuals Pursuing Financial Success.

Our mission is to help you create, grow, and protect your most important assets.

TRUST

We are dedicated to helping our clients achieve the most optimal current and future planning results.

EXPERIENCE

By incorporating your current needs and future goals, we are able to recommend solutions focused on what’s most important to you.

INDEPENDENCE

We are consistently among the first to hear about new ideas and solutions that are both conservative and powerful – even though they may not be well known.

MERICLE & COMPANY

Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.

We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.

Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.

MERICLE & COMPANY

Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.

We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.

Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.

Our Process

Strategic Planning

By establishing priorities, understanding resources, and focusing energy – together we can develop a plan to achieve intended results.

Goals & Targets

We work with you to identify your current needs and future goals to identify the best solution for you, your family, and your business.

Proven Results

Ongoing maintenance and management is critical to achieving favorable results. Our process allows us to continually monitor and make changes with you.

With your trust and our experience, you have access to the information you need to make an informed decision.

From Our Blog

2019 Fingertip Tax Guide

The Tax Cuts and Jobs Act (TCJA) of 2017 had several provisions that affect individual taxpayers.

Many of these provisions are set to expire at the end of 2025, reverting back to pre-TCJA law.

The 2019 Fingertip Tax Guide reflects tax changes related to individuals, businesses, retirement plan contributions, and more.

Restricted Property Trust – A Tax Deductible Plan for Business Owners

A Restricted Property Trust is used by successful business owners to reduce income taxes and grow assets.

The ability to make Before Tax Contributions, Defer Taxes on Growth, and Access Tax Advantaged Distributions makes the Restricted Property Trust an attractive alternative to other employer-sponsored plans.

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.

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.

Coming Soon!

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