Tax Planning and Strategy

Tax Time: Proactive strategies for small businesses
Tax Planning and Strategy
Tax Time: Proactive strategies for small businesses
Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...
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Tax Time Check-List
Tax Planning and Strategy
Tax Time Check-List
With less than one month until tax day it's helpful to have a check-list as you prepare your 2022 taxes with respec...
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2022 Year-End Tax Reminders
Tax Planning and Strategy
2022 Year-End Tax Reminders
Just a few helpful reminders regarding 2022 IRA contributions
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YEAR-END REMINDER: 2022 RMDs and IRA Contributions
Articles
YEAR-END REMINDER: 2022 RMDs and IRA Contributions
With 2022 coming to an end, it's worthwhile to check on contributions and withdrawals from your IRA accounts. Here...
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Tips for the 2023 Tax Season
Articles
Tips for the 2023 Tax Season
In the thick of summer events and travel, next year's tax filing deadline might seem like a far-off concern. At Com...
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Tax Filing & IRA Contribution Reminders
Tax Planning and Strategy
Tax Filing & IRA Contribution Reminders
Just a few helpful reminders regarding 2021 IRA Contributions
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Looking Ahead: The Butterfly Effect
Market Insights
Looking Ahead: The Butterfly Effect
As the world moves away from emergency COVID-19 support, can extreme high valuations continue to be justified? A va...
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VIDEO: How to Make the Most of Your Charitable Giving
Videos
VIDEO: How to Make the Most of Your Charitable Giving
It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...
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Applying for the WA Cares Tax Exemption
Tax Planning and Strategy
Applying for the WA Cares Tax Exemption
Instructions for individuals employed within the state of Washington who wish to opt-out of the WA Cares tax, which...
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VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
Tax Planning and Strategy
VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...
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