Tax Planning

Remember that Amazon RSUs are taxed at vesting—not at exercise. This is a common misconception because stock options are taxed only when they…

How to save on taxes when selling investment properties with the 1031 Exchange, also known as a Like-Kind Exchange.

Learn practical ways to boost your health savings account so that future medical costs won’t interfere with your ability to enjoy retirement.

Reduce your tax liability, boost the value of your retirement accounts and assets, and support your future goals, with an integrated team.

You may qualify for an exemption to the WA Cares Fund LTC tax, potentially resulting in thousands of dollars in annual savings.

The new tax, which goes into effect on January 1, 2022, has a rate of 7 percent on an individual’s Washington capital gains.

Whether you receive incentive stock options or non-qualified stock options, know that both are subject to taxes and need to be accounted for…

If you invest in a local enterprise or family-owned firm, you can access tax benefits by purchasing shares of qualified small business stock.

Considering the tax treatment of accounts can help you make smart moves as you invest your funds as well as withdraw them for…

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