A new tax bill—officially called the “One Big Beautiful Bill Act” (OBBBA)—was recently signed into law, and we wanted to share a …
In a landmark move to reshape its tax code, Washington State Senate Bill 5813 was signed into law May 20, 2025. The …
Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want …
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the …
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay …
If you're over 70½ and taking required minimum distributions (RMDs), there's a smart way to give to charity and save on taxes. In this quick video, Matt Riesenweber breaks down how Qualified Charitable Distributions (QCDs) let you donate directly from your IRA—reducing your taxable income while still claiming the standard deduction. Learn how to make your generosity go further!
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay …
Let’s assume you are ready to sell your business and you are reviewing two competing offers, both compelling in their own way. …
