Understanding Social Security Benefit Taxation
To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed.
Take Advantage of Energy Efficient Tax Credits
Minimize Taxes and Maximize Gains
Planning in Action - Roth Conversions
What Is the Difference Between a Tax Credit and a Tax Deduction?
Tax Season is Here - Let's Prepare!
Tax and Retirement Strategies To Consider Before the New Year
As the end of the year approaches, assess your current financial situation, maximize deductions where you can, and set yourself up for success in the new year.
Washington State Workers: Are You Ready for the LTC Payroll Tax Coming Your Way?
Washington state legislature has passed the nation’s first public-operated long-term care insurance program. The Long-Term Care (LTC) Act goes into effect on January 1, 2022 and is a mandatory payroll tax that affects all employees residing in Washington.
Learn More About the Washington State Capital Gains Tax Coming Soon
Washington’s legislature passed a new capital gains tax that will take effect on January 1, 2022. The tax will be imposed on Washington residents at 7 percent on long-term capital gains (assets held for longer than a year) that exceed $250,000 annually.