Mesirow Advisor Highlights Tax Planning Nuances Ahead of Deadline
Event summary
- Gary Pattengale, Mesirow's Advanced Planning Specialist, discussed tax season strategies on WGN Radio on March 24, 2026.
- Key topics included filing timing, SALT deduction changes, HSAs, vehicle interest deductions, and 529 plans.
- Pattengale emphasized proactive year-round tax planning in coordination with CPAs and advisors.
- Mesirow highlighted its role in integrated tax planning without preparing tax returns directly.
The big picture
Mesirow's public tax planning insights reflect broader industry trends toward holistic wealth management, where advisory firms increasingly collaborate with CPAs to offer integrated financial strategies. The firm's $XX billion AUM positions it to influence client behavior around tax efficiency, particularly as regulatory changes like SALT deductions create planning opportunities. This approach aligns with the growing demand for proactive, data-driven financial guidance in the wealth management sector.
What we're watching
- Advisory Integration
- How Mesirow's emphasis on coordinated tax planning will differentiate its wealth advisory services in a competitive market.
- Regulatory Shifts
- Whether temporary SALT deduction increases will sustain higher itemization rates among taxpayers.
- Client Behavior
- The pace at which taxpayers adopt year-round tax planning strategies beyond traditional filing season.