Tax Planning and Strategy

Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...

With less than one month until tax day it's helpful to have a check-list as you prepare your 2022 taxes with respec...

Just a few helpful reminders regarding 2022 IRA contributions

With 2022 coming to an end, it's worthwhile to check on contributions and withdrawals from your IRA accounts. Here...

In the thick of summer events and travel, next year's tax filing deadline might seem like a far-off concern. At Com...

Just a few helpful reminders regarding 2021 IRA Contributions

As the world moves away from emergency COVID-19 support, can extreme high valuations continue to be justified? A va...

It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...

Instructions for individuals employed within the state of Washington who wish to opt-out of the WA Cares tax, which...

If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...