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Insights

Category: Wealth Strategy

October 5, 2021

Washington Cares Payroll Tax Opt-Out Is Now Open

Update as of: January 27, 2022 On January 27th, Governor Jay Inslee signed House Bill 1732 which delays implementation of the long-term care payroll tax in Washington State for 18 months.  Employers will not be required to collect the .58% payroll tax until July 1, 2023. In addition, the law was updated so individuals born [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

August 30, 2021

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 County Tax is 1.5% on income over $125K for single [...]

Ian CurtissGlen WhiteVince Lee
Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, ChSNC, Glen White, Vince Lee, CFP®, CPA

August 18, 2021

Planning for Biden’s Proposed Tax Changes

SUMMARY President Joe Biden has proposed substantial changes to the tax code, mainly focused on individual income and investment taxes, and at least some of them stand to have a significant impact on high-net-worth investors.  The proposed changes create challenges, but also planning opportunities. This blog post focuses on what potential changes are ahead, who [...]

Ian CurtissVince LeeGlen White
Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, ChSNC, Vince Lee, CFP®, CPA, Glen White

August 11, 2021

Navigating Washington State’s New Capital Gains Tax

Update as of 12.12.2022 Read the latest update here. Update as of 03.03.22 When the Washington State Capital Gains tax officially went into effect at the beginning of 2022, it did so while still facing significant legal scrutiny. A ruling has now been reached by a Douglas County Superior Court Judge in which the tax [...]

Ian CurtissGlen WhiteVince Lee
Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, ChSNC, Glen White, Vince Lee, CFP®, CPA

August 4, 2021

Investing 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 parades in many cities, and can boast allegiance with the [...]

May 12, 2021

Taxes and Stock Options; Moving Forward Mindfully

May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible.  As per my last post, there are three main categories of stock options: Restricted Stock Units (RSU), Non-qualified [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

May 7, 2021

Stock Options: A Primer

May 7, 2021 Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves but offer workers an interesting ‘carrot’ – ownership in the [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

April 26, 2021

What You Need to Know About the New Washington State Long-Term Care Act

Update as of: January 27, 2022 On January 27th, Governor Jay Inslee signed House Bill 1732 which delays implementation of the long-term care payroll tax in Washington State for 18 months.  Employers will not be required to collect the .58% payroll tax until July 1, 2023. In addition, the law was updated so individuals born [...]

Joe CervantesVonie BrightGlen White
Contributions from: Anne Marie Stonich, CFP®, CPA, Joe Cervantes, CFP®, CLU®, AEP®, Vonie Bright, CFP®, Glen White

April 7, 2021

5 Easy Ways to Declutter Your Financial Life

April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room).  But what does it mean to declutter your financial life? What ever happened to ”set [...]

Contributions from: Elaina Shemeta, CFP®

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