March 27, 2023 | FAQ: Washington State Capital Gains Tax The new tax, which goes into effect on January 1, 2022, has a rate of 7 percent on an individual’s Washington capital gains. Read more
February 23, 2023 | Key Differences between 457 Plans Learn the differences between 457 plans and how they can be integrated into your broader financial picture. Read more
February 12, 2023 | A Guide to Nike’s Employee Stock Purchase Plan The Nike employee stock purchase plan allows participants to designate up to 10 percent of their eligible pay to purchase Nike stock in… Read more
January 23, 2023 | How Safe Harbor Tax Rules Impact Your Estimated Tax Payments Learn the how Safe Harbor Tax Rule can influence your tax strategy when experiencing a liquidity event. Read more
December 21, 2022 | How to Navigate a Corporate Acquisition as an Employee Wondering what happens when your company is acquired? Here's everything you need to know about navigating stock, cash, and merger deals. Read more
November 28, 2022 | UPDATE: 2022 Year-End Tax Planning Checklist With only weeks left in 2022, our team put together a year-end tax planning checklist to help lessen the burden in April 2023. Read more
August 24, 2022 | Tax Planning Benefits of Making a Section 83(b) Election Learn the tax benefits of filing a section 83(b) election if stock or option grants are a part of your compensation package. Read more
June 27, 2022 | Pre-Tax vs. Roth Contributions: What’s Best for You? There are plenty of positives to both pre-tax and Roth retirement plan contributions. Here's how to determine the best choice for your circumstances. Read more
May 25, 2022 | Amazon Employees: Tax Implications of Restricted Stock Units (RSUs) Remember that Amazon RSUs are taxed at vesting—not at exercise. This is a common misconception because stock options are taxed only when they… Read more
April 19, 2022 | Understanding the 1031 Exchange How to save on taxes when selling investment properties with the 1031 Exchange, also known as a Like-Kind Exchange. Read more