An Important Message from Our President and CEO

Given the unprecedented impact of the novel COVID-19 virus, we at EP Wealth want to share a few key updates regarding our commitment to you. We will do our part to protect your health, employee health, and our communities while still providing you the service you have been accustomed to. 

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Small-Business Tax Deductions Checklist

As a small-business owner who works hard and plays by the rules, you want to pay Uncle Sam everything you owe in taxes—but not a penny more. To that end, you may already take advantage of some tax deductions that may lower your tax obligations by writing off wages, supply costs, rent, and utility expenses, among other things.

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8 Fun Ideas for Jobs After Retirement

You’ve worked hard your whole life, and now it’s time to enjoy retirement. But retirement doesn’t necessarily mean the same thing to everyone—and it certainly doesn’t mean you can’t work.

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EP Wealth Informed Investor COVID-19 Webinar

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What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment

Some investors who have worked with a financial advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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