July 17, 2012 In Tax Strategy By Vince Lee, CPA/PFS, CFP®

Income Tax Planning Considerations for 2013

As we reach the mid-year point, much attention will be paid to the reduced income tax rates, known as the “Bush Tax Cuts,” slated to expire at the end of this year.  In addition, there are other new taxes and changes in tax deductions and credits that may affect your tax planning.  These changes may have an impact to your investment making decisions.READ MORE

July 17, 2012 In Coldstream Happenings By Catherine Williams

Coldstream Happenings

The second quarter proved to be an eventful one for Coldstream and our team members as we merged with two Northwest-based firms, Ascent Capital and Pacific NW Insurance.

Ascent Capital Partners

Ascent is a real estate lending partnership led by Managing Member, Chris Blakeslee, a 20 year veteran in the lending and construction industries.  Ascent specializes in providing short term or investment type commercial loans to single family home builders in the Puget Sound area.READ MORE

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