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About: jillian

Posts by jillian:

  • Finding Tax Efficiency in an Era of Increasing Tax Obligations Posted on April 14, 2026 (April 14, 2026) by jillian in Tax Planning&Wealth Strategy
  • Watch Coldstream’s MarketCast for Second Quarter 2026 Posted on April 13, 2026 (April 13, 2026) by jillian in Market Commentary
  • Celebrating Coldstream’s 30th Anniversary! Posted on April 13, 2026 (April 17, 2026) by jillian in Coldstream Happenings
  • Turbulence: Navigating a Complex First Quarter Posted on April 9, 2026 (April 9, 2026) by jillian in Market Commentary
  • The Washington Exodus Begins: Wealthy Families Weigh Their Options as Washington’s Tax Landscape Shifts Posted on April 7, 2026 (April 7, 2026) by jillian in Tax Planning&Wealth Strategy
  • Washington State Tax Update: What Recent Tax Changes Mean for You Posted on April 2, 2026 (April 22, 2026) by jillian in Estate Planning&Tax Planning&Wealth Strategy
  • The COO Roundtable: Episode 85 Posted on March 31, 2026 (March 19, 2026) by jillian in Podcast: The COO Roundtable
  • How Estate Planning Strategies Evolve as Wealth Grows Posted on March 23, 2026 (March 19, 2026) by jillian in Estate Planning&Tax Planning&Wealth Strategy
  • Washington & Oregon Tax Update Posted on March 19, 2026 (April 21, 2026) by jillian in Tax Planning&Wealth Strategy
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Recent Posts

  • 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!
  • Turbulence: Navigating a Complex First Quarter

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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.