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
April 14, 2026
Finding Tax Efficiency in an Era of Increasing Tax Obligations
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 [...]
Contributions from: Matt Sampson, CFP®, CEPA®
April 7, 2026
The Washington Exodus Begins: Wealthy Families Weigh Their Options as Washington’s Tax Landscape Shifts
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 [...]
Contributions from: Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC
April 2, 2026
Washington State Tax Update: What Recent Tax Changes Mean for You
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 [...]
Contributions from: Anne Marie Stonich, CFP®, CPA