MRM CPAs and Wealth Advisors

MRM CPAs and Wealth Advisors We are CPAs, Investment/Wealth Managers, and Real Estate Investors.
*Any investment in securities involves the risk of loss.

Past performance does not guarantee future results.

Trump Accounts may look like a simple savings tool for children, but for high-net-worth families, the long-term planning...
09/29/2026

Trump Accounts may look like a simple savings tool for children, but for high-net-worth families, the long-term planning opportunity could be much bigger.

Under current guidance, these accounts could create a unique combination of early tax-advantaged growth and a potentially valuable Roth conversion window in young adulthood. With the right planning, that could turn a relatively modest starting balance into a meaningful multigenerational asset over time.

The rules are still evolving, which makes early planning especially important.

In our latest blog, Neal Patel, Partner and Private Wealth Advisor at MRM, shares his perspective on how Trump Accounts could fit into a broader wealth strategy and what families should be thinking about now.

Read the full article to learn more: https://lnkd.in/eDATXMSq

09/22/2026

Well said, Abby Arnold, CPA! Our integrated approach across tax, accounting, and wealth management services is a big part of how we serve our clients and keep the full picture in view.

And having some fun along the way helps too. 😊

09/16/2026

Denny went around the office trying to get some tips on how to deal with an annoying coworker... (really hoping that was a hypothetical question, Denny! 😆) We were relieved to find this was the only question that stumped our team today.

09/14/2026

One of the most common questions clients ask is:

"How do I make a payment to the IRS?" Travis Kemp, CPA, is here to answer that question.

While it seems like it should be simple, there is a major complication you need to know: the IRS no longer accepts paper checks.

To make your payment, you will need to use the online portal on the official IRS website:
• Go to IRS.gov: Navigate to their dedicated payment portal.
• Verify your identity: The system will ask for simple details like your name and address, which must match your prior tax return.
• Choose your payment method: Once verified, you can easily make your payment via a direct draft from your bank account or even with a credit card.

Using the IRS.gov website is the absolute best way to ensure your payments are handled securely and efficiently.

09/10/2026

"Do I need an audit to sell my company?"

Not as a requirement, no. But it comes up almost immediately anyway.

Listen in as Brian E. Lawyer, CPA, answers (or read more below).

One of the first things a diligence firm does is ask to review your audit or review work papers. It's expected in the industry, and "we've never had one" is a slower answer than sellers think.

Q: Who asks for them, the buyer or my own team?
A: Both. The seller's diligence firm wants to see the work papers, and the buyer's team will want them as part of the purchase process. So this isn't a document you produce once for one audience.

Q: Why work papers instead of the financial statements?
A: Because the statements are the output. The work papers show you already went through the process of supporting your balance sheet amounts to an outside auditor who was paid to question them. That history is what a buyer is actually reading.

Q: When should you start preparing for due diligence?
A: Several years before a potential transaction. Both of the clients I'm working with right now had been through an audit or review for years before anyone was at the table, and it shows.

Q: What do diligence teams focus on?
A: Internal controls, always. Accounting policies generally, and revenue recognition in particular. Starting early gives you time to clean up the accounting rather than explain it under deal pressure.

A successful sale can also create one of your largest tax bills.Waiting until after a business sale, real estate transac...
09/03/2026

A successful sale can also create one of your largest tax bills.

Waiting until after a business sale, real estate transaction, or concentrated stock event can limit your planning opportunities.

MRM works with clients year-round to coordinate tax strategy, investment planning, and capital gains management, helping important decisions happen while more options are still available.

Learn more: https://bit.ly/4vKXShi

Last week, we gathered in the conference room to make some highly calculated decisions. 🏈Picks have been made, pizza was...
09/01/2026

Last week, we gathered in the conference room to make some highly calculated decisions. 🏈

Picks have been made, pizza was eaten, and another season of *kind of* friendly office competition is officially underway! (we're competitive, what can we say)

Most people with complex financial lives share the same frustration.They know they should be doing more with their tax s...
08/28/2026

Most people with complex financial lives share the same frustration.

They know they should be doing more with their tax strategy, but they cannot pinpoint where the gaps are. Here are four common places where value gets lost:

At some point, we're going to have to stop letting Darrell play. 😂He's officially the three-time defending champion of t...
08/26/2026

At some point, we're going to have to stop letting Darrell play. 😂

He's officially the three-time defending champion of the MRM fantasy football league (!!), and with draft season here, the rest of the office has one job.

Do not let him make it four.

Tax planning. Wealth management. Advisory services. And whatever this is. 😆
08/21/2026

Tax planning. Wealth management. Advisory services. And whatever this is. 😆

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75034

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