Year-End Tax Planning Checklist

Establishing a good habit is like running a program in the background; once it’s set, you can rely on it without having to think much about it. Consider those habits that save you the most time and energy: dropping your keys in the same place every day so you know exactly where they are, setting [...]

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 [...]

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 [...]