Bridget Sullivan Mermel CFP(R) CPANov 30Year End Tax Tips: 'Tis The Season To Save BIG With Tax PlanningYear end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...
Bridget Sullivan Mermel CFP(R) CPANov 19Tax Changes Post Election: What To Expect And How To PrepareTax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...
Bridget Sullivan Mermel CFP(R) CPAOct 27IRA Inheritance Rules Explained: What You Need to KnowInheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...
Bridget Sullivan Mermel CFP(R) CPASep 8Understanding the Tax Implications After Losing a SpouseWhen someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...
Bridget Sullivan Mermel CFP(R) CPASep 2Prepare for 2026 Tax Rate Changes: StrategiesJoin John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
Bridget Sullivan Mermel CFP(R) CPAMar 4Four Secrets Financial Advisors Don't Want You To KnowIn this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPAJan 10DAF vs QCD: The Jargon BattleIn this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPADec 17, 2023Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable GivingIn this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
Bridget Sullivan Mermel CFP(R) CPADec 12, 2023The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving StrategiesIn this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...