JFS Wealth Advisors

06/01/2026

A Qualified Domestic Relations Order is the legal document that allows retirement accounts to be divided in a divorce without triggering taxes or penalties. Without one, an agreement that includes retirement assets cannot be properly carried out. It is a small document with significant consequences, and getting it done correctly is not optional.

05/27/2026

We are growing and seeking a Tax Manager to join the JFS Wealth Advisors team.

This role is built for a tax professional who wants to work closely with high-net-worth clients and collaborate with financial advisors, trust professionals, and legal counsel on complex planning situations. You will prepare and review tax returns, provide strategic guidance, and help shape the tax practice at a firm that genuinely values integrated planning.

If you hold a CPA or Enrolled Agent designation and have five or more years of tax preparation and review experience, we would like to hear from you. Review the full position and apply at the link below. https://bit.ly/4d0XLHe

05/26/2026

Business owners considering sales, mergers, or other means of transforming company equity into cash need to plan carefully around taxation, estate, and other issues. Our article covers some basics.

Tax considerations and estate planning are just a couple of the considerations around liquidity events for business owners.

05/25/2026

Saving for retirement is one challenge. Withdrawing from those savings in a way that minimizes your tax exposure is another challenge entirely. The accounts you draw from first, and in what order, can meaningfully affect how much of your wealth you keep over time.

Our recent article breaks down tax-efficient drawdown strategies for retirement, including how to think about traditional versus Roth accounts, required minimum distributions, and sequencing withdrawals across different account types. If you are approaching or already in retirement, this is an important read.

Learn how thoughtful retirement drawdown strategies can help you pay less in taxes and extend the life of your portfolio.

05/22/2026

For business owners, reinvesting in the company and planning for its future growth must be balanced with diversifying wealth away from the business to support retirement. Our article explains.

Learn how owners and entrepreneurs can balance business reinvestment and future growth with personal financial security.

05/20/2026

With returns filed and the paperwork sorted, now is a good time to look ahead. Tax planning is most effective when it happens throughout the year, not just during filing season.

Whether your goals involve reducing your tax burden in retirement, managing investment income, or structuring your finances around a major life event, the strategies that work take time to put in place. Our advisors work year-round with clients on proactive planning. Reach out if you would like to start a conversation.

05/19/2026

Divorce involves more than just legal decisions. A Certified Divorce Financial Analyst focuses on what is financially smart and fair over time, working alongside your attorney so nothing falls through the cracks. Add in your tax advisor and a personal support person or divorce coach, and you have a team oriented around one goal: a settlement that is legally sound and financially sound, without unnecessary cost.

One practical example: attorneys bill by the hour. When a CDFA handles the financial documents, it saves your attorney time and saves you money.

Watch the full webinar to learn how the process works: https://jfswa.com/webinar/navigating-divorce-a-financial-guide/

05/18/2026

Your financial advisor and your CPA each hold valuable pieces of your financial picture. When they work together, the outcome tends to be more coordinated and more effective than when each operates independently.

Our latest article explores how collaboration between these two roles can lead to better tax outcomes, fewer planning gaps, and a more connected strategy overall. If you have ever wondered how to align your financial team, this piece offers a practical perspective.

Learn how collaboration between financial advisors and CPAs can lead to better tax efficiency and fewer surprises at filing time.

05/13/2026

Tax season is behind us. For many people, filing a return is the most tax-related activity they do all year. But the period right after filing is actually one of the better times to take a closer look at your broader financial picture.

Were there surprises in your refund or balance due? Changes in income, deductions, or life circumstances? Those moments often point to planning opportunities worth addressing now, rather than in April. If you would like to talk through what this year's return revealed about your financial strategy, our team is here.

05/12/2026

Thinking about buying or selling a business? Join us on Wednesday, May 20, at Enterprise Bank in Pittsburgh for an interactive session designed for business buyers and sellers at every stage of the process.

JFS Wealth Advisors' Sean Gibbon, CPA/PFS, CFP®, CEPA, and president of the Pittsburgh Exit Planning Institute chapter, will walk through the critical steps involved in a business transaction, including company valuation, buyer and seller types, financing options, and what can make or break a deal. The session runs from 4:30 to 5:15 PM, followed by a networking happy hour through 7:00 PM.

RSVP here: https://bit.ly/4uIp8NE