Keystone CPAs

Keystone Spotlight ✨

Meet Mark Weaver—one of Keystone’s talented and seasoned Tax Managers and CPAs with over 15 years of experience helping clients minimize taxes and grow wealth toward their financial goals. He is part of Keystone’s integrated advisory team, combining tax expertise with financial planning to deliver comprehensive, well-rounded advice.

His background includes tax compliance and planning for individuals, pass-through entities, nonprofits, and complex trusts, along with retirement planning and wealth management. Mark holds a bachelor’s degree in personal financial planning (with a minor in Japanese) and a master’s degree in taxation from Utah State University.

Mark also gives back to the community by hosting free financial literacy workshops for business owners and employees. Outside of work, he enjoys time with his family and outdoor activities like tenkara fishing, hiking, and camping.

The investment world is evolving quickly, and traditional “set it and forget it” strategies are no longer enough to keep up with today’s tax-aware, customization-driven landscape.

In our latest blog, we’re highlighting why many advisors may still be relying on outdated investment playbooks—and what modern approaches like direct indexing, tax overlay strategies, and customized SMA portfolios are doing to change the game.

These tools aren’t just industry buzzwords—they’re reshaping how investors think about after-tax returns, personalization, and long-term financial efficiency. If you work with an advisor or are thinking about your own investment strategy, this is a timely read on how the industry is shifting and what questions to be asking right now.

📚🔗 Read the full blog here: https://loom.ly/l74a82o