Taxation

Sometimes our clients come into excess cash. They sell an asset or a business. They receive an inheritance or gift. They receive …

Let’s assume that the patriarch of a local manufacturing business is ready to determine the best way to transition ownership of the …

The concept of gifting is simply that you give something to someone or something for no value in return. That is, the …

As the center of Washington’s agricultural empire, it is important to recognize the planning opportunities afforded the Washington farmer in the Tri-Cities. …

At least once each year you should sort through the clutter of your financial records. Here are some tips to help you …

Times can get financially rough. People go through difficult periods in life and might be strapped for cash and need an additional …

Business owners are particularly sensitive to cash flow and liquidity needs. This can be especially true of the business owner’s estate after …

You’ve likely heard finance experts say it. In fact, Suze Orman wrote about it in the July issue of the Costco Connection …

As this issue is devoted, in part, to the issue of philanthropy, I thought it prudent to review some basic charitable gifting …