Sending Your Child Off to College: A Financial Checklist

Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such...

Planning for Oregon’s New State Taxes

KEY INSIGHTS Residents of Portland, Oregon, and the surrounding area (within Multnomah County) have two new income taxes effective January 1st, 2021: The Metro Tax is a 1% personal income tax on income over $125K for single filers and $200K for joint filers. The Multnomah...

Planning for Biden’s Proposed Tax Changes

Update as of 12.19.21 With the end of the year rapidly approaching, the Build Back Better Act still faces significant disagreements in the Senate that appear likely to stretch into 2022. It remains to be seen what effect this delay will ultimately have on the...

Navigating Washington State’s New Capital Gains Tax

The newly approved Washington state capital gains tax presents new challenges in tax and estate planning for high-net-worth individuals and families. If you are intending to sell a long-term investment, planning is critical to minimize your capital gains tax. Here’s an overview of what you need to...

Getting The Most From Your Microsoft Benefits

Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. EQUITY AWARDS Your annual grants of Microsoft shares...

Invest with Pride: Finding the Right LGBTQ+ Financial Planner

June is always a great month – welcoming in summer, longer sun-filled days, and tons of rainbows everywhere.  Rainbow flags, that is.  Along with the summer solstice and all things vitamin D, June is Gay Pride Month, where everyone has that uncle/cousin/sister, enjoys joyful, colorful...