Year-End Tax Planning Checklist

What’s in this article: Tax loss harvesting with direct indexing Tax-aware long-short strategies Pledged asset lines (PALs) and home equity lines of credit (HELOCs) Step-up in basis Donor-advised funds (DAF) Section 1202 and QSBS Relocation and Residency Real Estate Advanced Deferral and Reinvestment The sale of a business, real estate property, or other highly appreciated [...]

What’s in this article: A State in Transition Washington State Tax History Who is Leaving—and Why Where They’re Going: State-by-State Profiles Striking the Balance Guided Assessment Tool   A State in Transition For decades, Washington State was a haven for high earners. With no personal income tax, no capital gains tax, and a modest estate [...]

What’s in this article: The Millionaire’s Tax – Now Law Pass-Through Entity (PTE) Considerations and SALT Planning Washington Estate Tax Changes (Effective 2026) Washington Luxury Taxes (Effective 2026) State and Local Employer Taxes (Evolving Area) Key Takeaways Our Approach Washington has taken a significant step in reshaping its tax system. Governor Ferguson recently signed the [...]