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About: jasmingarcia

Posts by jasmingarcia:

  • Washington Cares Payroll Tax Opt-Out Is Now Open Posted on October 5, 2021 (April 6, 2023) by Jasmin Garcia in Insurance&Tax Planning&Wealth Strategy
  • Coldstream and Rosenbaum Financial Merge Posted on September 22, 2021 (June 2, 2022) by Jasmin Garcia in Coldstream Happenings
  • Planning for Oregon’s New State Taxes Posted on August 30, 2021 (May 4, 2022) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Planning for Biden’s Proposed Tax Changes Posted on August 18, 2021 (March 1, 2022) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Navigating Washington State’s New Capital Gains Tax Posted on August 11, 2021 (April 6, 2023) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Investing with Pride: Finding the Right LGBTQ+ Financial Planner Posted on August 4, 2021 (March 15, 2023) by Jasmin Garcia in Financial Planning&Wealth Strategy
  • The Analysis of Structured and Lump Sum Payouts – What’s Right for Your Client? Posted on July 29, 2021 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • 2021 Q2 ISG Panel – ESG, Socially Responsible, and Impact Investing Posted on June 30, 2021 (April 6, 2023) by Jasmin Garcia in Market Commentary
  • Taxes and Stock Options; Moving Forward Mindfully Posted on May 12, 2021 (April 6, 2023) by Jasmin Garcia in Financial Planning&Tax Planning&Wealth Strategy
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Recent Posts

  • Coldstream’s Bike to Work Month
  • Coldstream Ranks in USA Today’s Best Financial Advisory Firms
  • Finding Tax Efficiency in an Era of Increasing Tax Obligations
  • Watch Coldstream’s MarketCast for Second Quarter 2026
  • Celebrating Coldstream’s 30th Anniversary!

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© 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc. dba Coldstream Capital Partners. Hersman, Serles, Almond, LLC and Harrison Berkman Claypool & Guard, PLLC both do business as Coldstream Tax & Consulting. All Rights Reserved.