Park City Wealth Advisors

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Park City Wealth Advisors It’s not just about wealth—it’s about people. Guiding families and entrepreneurs to build legacies that strengthen communities.
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Wealth Management | Tax & Legal Strategy | Financial Planning & More

Here’s the thing about 401(k) contributions: unlike an IRA, you can’t make them in April. They have to come out of a 202...
10/16/2026

Here’s the thing about 401(k) contributions: unlike an IRA, you can’t make them in April. They have to come out of a 2026 paycheck. The limit this year is $24,500, with an $8,000 catch-up at 50+ and a super catch-up of $11,250 if you’re between 60 and 63. If you’re not on track to max out, call HR or log in this week and raise your contribution for the last few pay periods. Every dollar lowers your taxable income for 2026.

Educational only, not individual tax, legal or investment advice. Talk with your advisor or CPA about your situation.

For most business owners, 80% of their net worth is tied up in the business they built.That's a financial fact. But it's...
10/16/2026

For most business owners, 80% of their net worth is tied up in the business they built.

That's a financial fact. But it's also a personal one. When the business is sold, the money shows up. The identity built around building it doesn't disappear as easily.

Have you planned for who you are after the exit, not just what you'll have?

Open enrollment is the most boring email in your inbox and one of the most valuable. The dependent care FSA limit went f...
10/14/2026

Open enrollment is the most boring email in your inbox and one of the most valuable. The dependent care FSA limit went from $5,000 to $7,500 per household this year, which means more of your childcare costs can be paid with pre-tax dollars. While you’re in there: elect your HSA, check your life and disability coverage, and spend down any health FSA dollars before your plan’s deadline. Ten minutes now, real money all year.

Educational only, not individual tax, legal or investment advice. Talk with your advisor or CPA about your situation.

Fewer than 25% of private companies have a formal succession plan in place, and 75% of owners aren't confident the busin...
10/13/2026

Fewer than 25% of private companies have a formal succession plan in place, and 75% of owners aren't confident the business would survive if they stepped away tomorrow.

If something happened to you next month, would the business know what to do? Would your family?

Join us for an upcoming VIRTUAL event on Tuesday, October 27 at 1:00 pm MST! At "Credit Myths, Busted”, you’ll learn how...
10/13/2026

Join us for an upcoming VIRTUAL event on Tuesday, October 27 at 1:00 pm MST! At "Credit Myths, Busted”, you’ll learn how credit works, what the components of your credit score are, the best ways to build or reestablish credit, and your rights as a consumer.

Credit scores impact us every day in our financial lives, so be sure to sign up now to learn more about how you can take your credit score to the next level.

RSVP on our website here: https://parkcitywealthadvisors.com/events-park-city-wealth-advisors/

Or on Zoom: https://us06web.zoom.us/webinar/register/WN_r0NF461ES3eJ3xewZ3n9IQ?_x_zm_rtaid=XW8JS-ZNTh6PJTXkspBfDQ.1788975481715.f3fc03088c80e72d91ef653a6518620d&_x_zm_rhtaid=480 #/registration

Don't sleep on your HSA! If you're on a high-deductible health plan, you can put away $4,400 (self-only) or $8,750 (fami...
10/12/2026

Don't sleep on your HSA! If you're on a high-deductible health plan, you can put away $4,400 (self-only) or $8,750 (family) for 2026, plus a $1,000 catch-up if you're 55 or older. It's the only account that's triple tax-advantaged: in pre-tax, grows tax-free, out tax-free for qualified medical expenses. New this year: bronze and catastrophic marketplace plans now qualify too. My favorite move? Pay small medical bills out of pocket and let the HSA stay invested - it becomes another retirement like vehicle! Let's go!

Educational only, not individual tax, legal or investment advice. Talk with your advisor or CPA about your situation.

Men are promoted into executive roles at nearly double the rate of women by age 45.By age 45 or older, 12% of men have r...
10/12/2026

Men are promoted into executive roles at nearly double the rate of women by age 45.By age 45 or older, 12% of men have reached executive status compared to 6% of women.

That gap isn't just about titles. It's fewer years of executive compensation, fewer years of equity, fewer years to build the kind of wealth that compounds.

The plan has to account for the timeline you actually had, not the one you were supposed to have.

Don’t sleep on your HSA! If you’re on a high-deductible health plan, you can put away $4,400 (self-only) or $8,750 (fami...
10/12/2026

Don’t sleep on your HSA! If you’re on a high-deductible health plan, you can put away $4,400 (self-only) or $8,750 (family) for 2026, plus a $1,000 catch-up if you’re 55 or older. It’s the only account that’s triple tax-advantaged: in pre-tax, grows tax-free, out tax-free for qualified medical expenses. New this year: bronze and catastrophic marketplace plans now qualify too. My favorite move? Pay small medical bills out of pocket and let the HSA stay invested. It quietly becomes another retirement account.

Educational only, not individual tax, legal or investment advice. Talk with your advisor or CPA about your situation.

Long-term capital gains on a business sale can be taxed at rates up to 20% federally, with an additional 3.8% net invest...
10/08/2026

Long-term capital gains on a business sale can be taxed at rates up to 20% federally, with an additional 3.8% net investment income tax layered on top for higher earners, before state taxes are even added in.

Most owners plan for the sale. Fewer plan for what the IRS takes on the way out.

By the time the letter of intent is signed, most of your options are already gone.

More female business owners carry no insurance coverage at all than male owners. 35% of female business owners have no i...
10/05/2026

More female business owners carry no insurance coverage at all than male owners. 35% of female business owners have no insurance coverage, compared with 25% of male business owners.

If you've built something worth protecting, coverage isn't optional. It's part of the plan, not an afterthought to it.

Address

4554 N Forestdale Drive, F39
Park City, UT
84098

Telephone

+15186375982

Website

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