How Direct Indexing Helps Reduce Portfolio Taxes
Building an investment strategy involves balancing a variety of goals....
How Direct Indexing Helps Reduce Portfolio Taxes
Income Taxes
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...
The Four Quadrants of Retirement Income
The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
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...
Save Taxes on Company Stock in Your 401k
Save Taxes on Company Stock in Your 401k
Do you have company stock in your 401(k)? You might if you spent your...
2022 Year-End Financial Planning Checklist
2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A cash balance retirement plan offers many small businesses substantial tax deductions...is it right for you?
How Does Charitable Giving Help Reduce Taxes?
How Does Charitable Giving Help Reduce Taxes?
If you’ve worked hard and planned well, you’re likely to accumulate...
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
3 Biggest Risks Facing Your Investment Plan
3 Biggest Risks Facing Your Investment Plan
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
5 Tips to Avoid Common S Corporation Mistakes
5 Tips to Avoid Common S Corporation Mistakes
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.