Taxation Archives - Cornerstone Wealth Strategies

Preparing for Retirement Webinar

Post author:Joel Ockey
Post published:July 30, 2026
Post category:Financial Planning Investing Retirement Social Security Taxation Video

Planning for retirement starts long before your retirement date. In this webinar, retirement planning expert Joel Ockey reviews key considerations for individuals who are 5-7 years from retirement, including budgeting, retirement income sources, Social Security options, pension decisions, Medicare planning, and important retirement milestones. This recorded session provides an overview of the decisions and timelines that can help support a smoother transition into retirement.

10 Ways to Use Your Tax Refund

Post author:CornerstoneWealthStrategies
Post published:April 17, 2026
Post category:Taxation

Discover 10 smart ways to use your tax refund, from paying debt to investing in your future. Make every dollar count this tax season.

Tax Season at a Glance: What You Need to Know for 2025–2026

Post author:CornerstoneWealthStrategies
Post published:April 13, 2026
Post category:Taxation

Washington’s evolving tax landscape has sparked questions about whether moving out of state could help reduce taxes. Here’s what to consider before making a move.

Thinking of Moving out of State to avoid Washington Taxes?

Post author:Beau Ruff
Post published:March 2, 2026
Post category:Asset Protection Family Taxation

Washington’s evolving tax landscape has sparked questions about whether moving out of state could help reduce taxes. Here’s what to consider before making a move.

Identifying Compensation Challenges During Ownership Transition

Post author:Beau Ruff
Post published:January 29, 2026
Post category:Asset Protection Business Owners/ Executives Legal Taxation

As businesses grow and mature, compensation strategies often become complex, especially when new owners join or founders plan to step back. What begins as a simple system can quickly become misaligned, creating tension and inefficiencies.

“One Big Beautiful Bill”: What the New Tax Law Means for You

Post author:Tyler Scott
Post published:July 30, 2025
Post category:Business Owners/ Executives Charities Estate Planning Gifting Taxation

A new tax bill—officially called the “One Big Beautiful Bill Act” (OBBBA)—was recently signed into law, and we wanted to share a quick overview of what it may mean for…

Washington State Expands Capital Gains and Estate Taxes Under New Law Targeting the Top 1%

Post author:Beau Ruff
Post published:June 10, 2025
Post category:Asset Protection Financial Planning Investing Legal Taxation

In a landmark move to reshape its tax code, Washington State Senate Bill 5813 was signed into law May 20, 2025. The new law introduces a tiered capital gains tax…

Is the juice worth the squeeze? The overlooked downside to trusts

Post author:Beau Ruff
Post published:April 14, 2025
Post category:Estate Planning Family Legal Taxation

Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want to ensure a minor child can’t blow his…

When to Consider a Lifetime Trust for Children

Post author:Beau Ruff
Post published:December 18, 2024
Post category:Asset Protection Estate Planning Family Gifting Legal Taxation

Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the person setting up the trust (herein the “parents”)…

Don’t Forget to Use QCDs for Your RMDs

Post author:Beau Ruff
Post published:November 18, 2024
Post category:Charities Estate Planning Financial Planning Gifting Taxation

The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much (or how much more) they can afford to…