Merit Buys Former Commonwealth RIA In SoCal Managing $900M In Assets

Published on August 12, 2026

Advisors with the Bridgeway Group contemplated the move after LPL's purchase of Commonwealth.

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Alternative Minimum Tax (AMT): What Triggers It and How to Minimize It

August 12, 2026
Since 2018, the alternative minimum tax has been easy to ignore. The Tax Cuts and Jobs Act of 2017 raised the AMT exemption amounts and phase-out thresholds so substantially that the Tax Policy Center estimated only about 200,000 taxpayers paid AMT in 2018, a small fraction of prior years. For many high earners, it simply dropped off the planning agenda.The One Big Beautiful Bill Act, enacted in J

Deferred Compensation Plans: How They Work and Are They Worth It?

August 12, 2026
Deferred compensation is usually pitched to executives as a clean win: set aside income now, avoid paying tax on it at today’s top rate, and receive it later — usually in retirement, when your bracket may be lower. But what happens on the payout side? Those are the years when that income actually comes back, on a schedule you locked in years earlier and usually can’t undo.That payout side is where