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2024 Gramercy Institute Financial Content Marketing – Personal Investing Award, created by Gramercy Institute and presented in September 2024, was based on data gathered in the 18 months preceding the award date. An unknown number of candidates were considered for the award in the Personal Investing Business-to-Consumer category, and two were awarded. Participants pay a fee to apply for consideration. This award is not indicative of an advisor’s future performance, and your experience may vary. For more award information, visit https://www.gramercyinstitute.com/winners-2024-content-mktg-awards.

Read more: WHZ Strategic Wealth Advisors, Dunn Marketing Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign

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Your Estate Plan Just Got an Upgrade: Here's What to Do Now Thumbnail

Your Estate Plan Just Got an Upgrade: Here's What to Do Now

June 25, 2026 Estate Planning Tax Planning Charitable Giving High Net Worth By Advisor Jonathan Mathews

High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026.

New Tax Rules, New Opportunities: The OBBBA Moves Every High Earner Under 55 Should Make Thumbnail

New Tax Rules, New Opportunities: The OBBBA Moves Every High Earner Under 55 Should Make

June 17, 2026 Balancing Act Years Financial Planning Tax Planning By Advisor Leisl Langevin

High earners under 55 should review OBBBA tax changes, including the $40,000 SALT cap, charitable giving floor, Trump Accounts, 529 expansion, and multi-year tax planning.

Business Owner’s Mid-Year Financial Gut Check for 2026 Thumbnail

Business Owner’s Mid-Year Financial Gut Check for 2026

June 3, 2026 Business Owners Financial Planning Tax Planning By Advisor Jim Zahansky

A mid-year financial gut check helps business owners review cash flow, liquidity, taxes, risk, and personal planning during economic volatility.

Three Powerful Mid-Year Financial Moves for Executives Thumbnail

Three Powerful Mid-Year Financial Moves for Executives

May 29, 2026 Business Executives Financial Planning Tax Planning By Advisor Logan Lum

Executive compensation planning can significantly impact your tax strategy. Learn how mid-year adjustments can help high-income earners better plan for taxes, bonuses, and Roth conversions.

Estimated Taxes in 2026: What Business Owners Should Adjust After April 15  Thumbnail

Estimated Taxes in 2026: What Business Owners Should Adjust After April 15 

April 15, 2026 Business Owners Tax Planning By Advisor Logan Lum

For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.

What You Should Know About AI-Driven Financial Insights Thumbnail

What You Should Know About AI-Driven Financial Insights

April 3, 2026 Investing Retirement Planning College Planning Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky

Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.

How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use Thumbnail

How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use

January 27, 2026 Balancing Act Years Next Chapter Years Financial Planning Tax Planning By Advisor Logan Lum

Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.

Smart Tax Planning for High Earners in 2026 Thumbnail

Smart Tax Planning for High Earners in 2026

December 30, 2025 Financial Planning Tax Planning High Net Worth By Advisor Logan Lum

As we begin 2026, high earners are entering one of the most consequential tax years in more than a decade. The Tax Cuts and Jobs Act (TCJA) individual tax provisions officially expired on December 31, 2025, and Congress did not pass legislation to extend or modify those rules. Despite substantial debate throughout 2025 – and speculation that the Omnibus Budget and Border Security Act (OBBBA) or subsequent bills might carry extensions – no federal law ultimately altered the scheduled sunset.

2025 Financial Year in Review and The 2026 Market Outlook Thumbnail

2025 Financial Year in Review and The 2026 Market Outlook

December 17, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale By Advisor Jim Zahansky

WHZ's senior partners provide a review of the key market trends, economic events, and financial planning lessons from 2025, and what they mean for investors heading into 2026.

Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone Thumbnail

Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone

November 15, 2025 Next Chapter Years Tax Planning By Advisor Jonathan Mathews

If you're 65 or older, 2025 brings unprecedented tax relief that won't last forever. Understanding how to maximize these temporary benefits before they expire in 2028 could save you thousands of dollars. Here’s a breakdown of what to know, and how to prepare.