10 Ways to Use Your Tax Refund
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
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?
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
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
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%
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
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
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
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…
Asset Protection Strategy Overview
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay claim to our assets at any moment. Whether…
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