Tax Planning and Strategy

Tax Filing & IRA Contribution Reminders
Tax Planning and Strategy
Tax Filing & IRA Contribution Reminders
Just a few helpful reminders regarding 2021 IRA Contributions
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
Tax Planning and Strategy
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...
Read More
VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
Retirement and Pre-Retirement
VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...
Read More
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.
Read More
VIDEO: Understanding ABLE Accounts
Goals & Planning
VIDEO: Understanding ABLE Accounts
For families who have children with disabilities, living richly often means providing them with the resources and s...
Read More
Tips for a Tumultuous Market
Market Insights
Tips for a Tumultuous Market
It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...
Read More

View By:

Media Inquiries

Annie Alley