2024 Year End Tax Planning Checklist
As we approach the end of 2024, here are a few simple tax saving tips...
2024 Year End Tax Planning Checklist
Tax Planning
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
You own and manage a portfolio of rentals or perhaps a few office...
Turn Your Concentrated Stock Into Stable Retirement Income
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
Help Reduce Investment Taxes in Your Trust with Direct Indexing
Help Reduce Investment Taxes in Your Trust with Direct Indexing
Are you frustrated by high taxes on investments owned by your trust?...
4 Ways You Can STILL Save Taxes for 2023
4 Ways You Can STILL Save Taxes for 2023
Worried you missed your chance to reduce your income taxes for 2023?...
2023 Year End Tax Planning Checklist
2023 Year End Tax Planning Checklist
As we approach the end of 2023, here are a few simple tax saving tips...
Should I Leave Washington State to Avoid the Estate Tax?
Should I Leave Washington State to Avoid the Estate Tax?
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
Don’t Pay Too Much Tax on Your Retirement Income
Don’t Pay Too Much Tax on Your Retirement Income
Saving for retirement often helps lower your taxes because many kinds...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was...
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington State's LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.
Washington State’s 7% Capital Gain Tax Explained and How to Avoid It
Washington State’s 7% Capital Gain Tax Explained and How to Avoid It
Washington State's 7% capital gain tax has been signed into law and survived legal challenge in the WA State supreme court. Here's what you need to know and what you can do to prepare!
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
A Guide to Tax Efficient Investing
A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.