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Parker Advisors Tax and Wealth Planning

Most people only think about taxes once a year. 🧾The best way to keep more of what you earn is to plan year-round, and r...
10/16/2026

Most people only think about taxes once a year. 🧾

The best way to keep more of what you earn is to plan year-round, and right now is a good moment to check in on one deduction in particular: SALT.

Here’s what to know:
✔ The federal cap on the state and local tax (SALT) deduction rose from $10,000 to $40,000 under the 2025 tax legislation, and it edges up again for 2026.
✔ If you’ve taken the standard deduction in recent years, itemizing may be worth a fresh look.
✔ Timing matters. Property tax and state estimated payments generally need to be made by year-end to count.
✔ Higher earners may see the cap phase down, and business owners may have entity-level options to consider.

This is where our tax and wealth teams working side by side pays off. We’ll look at the full picture, explain the details, and help you decide on a practical next step.

Ready to take a look? Reach out to your Parker Advisors team to schedule a review!

Paper refund checks are on their way out. 🧾Starting in 2026, direct deposit becomes the standard way to receive your fed...
10/14/2026

Paper refund checks are on their way out. 🧾

Starting in 2026, direct deposit becomes the standard way to receive your federal tax refund. Paper checks are far more likely to be lost, stolen, altered or delayed, and direct deposit improves speed, accuracy and protection.

Questions about how this affects you? Reach out to your Parker Advisors team.

Year-end is coming, and your taxes, investments, retirement, and insurance all work together. 🗓️Start with our 2026 year...
10/12/2026

Year-end is coming, and your taxes, investments, retirement, and insurance all work together. 🗓️

Start with our 2026 year-end planning checklist, then schedule a review with Parker Advisors. Planning now gives us more time to explore your options before the rush.

👉 Link in bio.

If you filed an extension, October 15th is your deadline. 📅Here’s the part that surprises people: an extension gives you...
10/09/2026

If you filed an extension, October 15th is your deadline. 📅

Here’s the part that surprises people: an extension gives you more time to file, not more time to pay. If you owe a balance, it was due back in April.

A few things to do now, while there’s still time:
✔ Gather your final documents (1099s, K-1s, receipts)
✔ Estimate any balance due
✔ Ask about retirement plans, since rules and deadlines vary
✔ Call us

Not sure where you stand? Parker Advisors is here to help. Reach out to our team and we’ll help you get across the finish line.

10/07/2026

Optimistic about the future. Prepared for the next downturn. 💙

At Parker Advisors, our confidence in long-term investing rests on the ability of businesses to innovate, solve problems, and create value. But progress has never moved in a straight line.

Since 1980, the S&P 500 has fallen about 14% on average at some point within a calendar year, according to Fidelity. That’s the drop from a high to a later low, not the year’s final return. Volatility and returns come as a pair.

Knowing that is easy. Living through it is the hard part. The best time to prepare is while the headlines are still calm:

✔ A plan built around your goals
✔ Cash set aside for what’s coming up
✔ Diversification
✔ A time horizon that fits

A life change may warrant a plan change. A scary headline usually doesn’t.

When the next downturn comes, Parker Advisors is here to help. We’ll revisit your needs, put events in perspective, and help you make thoughtful decisions.

Same location, fresh look! ☀️ Our updated billboard says it best: Less Tax More Wealth!
10/01/2026

Same location, fresh look! ☀️ Our updated billboard says it best: Less Tax More Wealth!

We couldn't be more excited to invite you to celebrate with us - our new Meridian office is officially open, and we want...
09/16/2026

We couldn't be more excited to invite you to celebrate with us - our new Meridian office is officially open, and we want you to be part of the party! 🎉

Join us Saturday, September 26th, from 1:00–4:00 PM at our brand-new location:
742 N Cliff Creek Lane, Suite 120, Meridian, ID

Come see the new space for yourself with office tours, enter to win in our raffles, and enjoy some good food and even better company. Whether you're a longtime client or just getting to know us, this is the perfect chance to stop by, say hello, and see where the next chapter of Parker Advisors is taking shape.

We've put a lot of heart into building this space, and we can't wait to share it with you. Bring the family, bring a friend, and come celebrate with us!

Saturday, September 26th | 1:00–4:00 PM
742 N Cliff Creek Lane, Suite 120, Meridian, ID

We'll see you there!

You've probably heard it before: September has a reputation as Wall Street's toughest month. ⁣It's true - historically, ...
09/14/2026

You've probably heard it before: September has a reputation as Wall Street's toughest month. ⁣

It's true - historically, it's been the weakest month of the year for the market. But "historically" doesn't mean "guaranteed." Markets respond to earnings, rates, growth, and a hundred other things that have nothing to do with which page is showing on the calendar.

So if the headlines get noisy this month, here's our take: history can give you perspective, but it shouldn't set your strategy. Your financial plan should already account for months like this.

Is your portfolio still built for where you're headed - not just for what September might do? Let's talk. 📩

September has a rhythm all its own! With so much going on, it's easy for a deadline to slip by unnoticed. Consider this ...
09/10/2026

September has a rhythm all its own! With so much going on, it's easy for a deadline to slip by unnoticed. Consider this your friendly heads-up. 📅

🍂 September 15 — Filing deadline for S-corporations (Form 1120-S) and partnerships (Form 1065) that filed an extension. Please get your documents to us as soon as possible so we have the time we need to file accurately and on schedule.

🍂 October 15 — Coming up next for anyone who filed an extension on their personal income tax return.

We're here to make tax season one less thing to worry about. Reach out anytime with questions or to get your documents started.

Every quarter, we bring the whole team together to talk goals, wins, and what’s next! Our Quarterly Rocks meeting keeps ...
09/04/2026

Every quarter, we bring the whole team together to talk goals, wins, and what’s next! Our Quarterly Rocks meeting keeps us aligned and focused on what matters most - our clients! 💻✨📝☕️

Address

19 E. Wyoming Avenue
Homedale, ID
83628

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+12083373271

Website

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