Solo 401(k) Plans: A Guide to Compliance and Form 5500
If you’re a business owner with no employees (except possibly your...
Solo 401(k) Plans: A Guide to Compliance and Form 5500
Tax Planning
It’s Not Too Late to Save Taxes for 2024!
It’s Not Too Late to Save Taxes for 2024!
Worried you missed your chance to reduce your income taxes for 2024?...
2025 Tax Facts At A Glance
2025 Tax Facts At A Glance
As you navigate the financial landscape this year, staying informed...
2024 Year End Tax Planning Checklist
2024 Year End Tax Planning Checklist
As we approach the end of 2024, here are a few simple tax saving tips...
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...
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as...
Two Key Differences Between Washington State and Federal Estate Tax
Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
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?...
5 Easy Ways to Reduce Estate Taxes
5 Easy Ways to Reduce Estate Taxes
Moving assets out of your estate to reduce estate taxes doesn't always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
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...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
How Direct Indexing Seeks to Reduce Portfolio Taxes
How Direct Indexing Seeks to Reduce Portfolio Taxes
Building an investment strategy involves balancing a variety of goals....