
Insights
December 15, 2014
2014 Charitable Gifting Deadline Fast Approaching
In Tax Planning
In order to ensure timely processing of your gifting directives, your friends at Coldstream request that you have all charitable gift requests for 2014 submitted to us by
Friday December, 19 2014
We wish you and yours a safe and healthy Holiday Season
Related Articles

July 9, 2025
The “One Big Beautiful Bill”: Key Tax Provisions
With the passage of the “One Big Beautiful Bill” last week, a wide range of new tax provisions have been introduced, many of which will have meaningful impacts for taxpayers. Sifting through the bill to identify all the relevant details will be a daunting task and will take some time—our objective in this article is [...]


Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC

June 1, 2025
Maximizing Your Google Benefits: A Strategic Guide for 2025
Google provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Google’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Google’s stock units (GSUs) can be a powerful tool for achieving financial objectives. [...]


Contributions from: Katie Berntson, CFP®, Anne Marie Stonich, CFP®, CPA

May 29, 2025
Washington State Tax Changes: What Affluent Families and Business Owners Need to Know
On May 20, 2025, Washington State Governor Bob Ferguson signed a $78 billion state operating budget into law, significantly expanding state spending on public services, education, childcare, and early learning. To fund these initiatives, the Washington State Legislature passed several major tax reforms that will affect many of the state’s high-income residents, business owners, and [...]

Contributions from: Anne Marie Stonich, CFP®, CPA