Things to consider
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Financial Planning
Sizing Up Your Concentrated Position with a Financial Plan
If you work or have worked at a tech company, you've likely accrued equity as part of your compensation....
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Financial Planning
Concentrated Stock Positions
When you hold one stock that represents a large percentage of your net worth, it is known as a concentrated stock position. This generally occurs......
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Financial Planning
Washington Capital Gains Tax Summary
Washington will be implementing a 7% tax on the sale or exchange of long-term capital assets beginning January 1, 2022....
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Financial Planning
On Demand Webinar: A Guide to Tax and Estate Reform
Recently proposed federal legislation including President Biden's American Families Plan and Senator Bernie Sanders' For the 99.5% Act has prompted......
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Financial Planning
Biden's American Families Plan Summary
The information below is a summary of the proposed tax changes included in President Biden's American Families Plan. This information is accurate as......
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Financial Planning
For the 99.5% Act Summary
The information below is a summary of the proposed estate law changes included in Senator Bernie Sanders' For the 99.5% Act. This information is......
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Financial Planning
Washington Cares Fund
The Washington Cares Fund, formally referred to as the Washington State Long Term Care Trust Fund Act, imposes a payroll tax of $0.58 per $100 of W-2......
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Financial Planning
Buy/Sell Agreements
One of the most common business succession planning strategies for businesses with multiple owners is a buy/sell agreement....
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Financial Planning
Family Limited Liability Companies: What They Are and How to Use Them
A Family Limited Liability Company (Family LLC) can be a valuable tool for transferring wealth to the next generation. It can also be useful for both......
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