Tax Planning

The One Big Beautiful Bill is now law. Here's what it could mean for you — and how you can respond with strategy…

Washington State has raised capital gains and estate taxes. Here's what's changing — and how to plan with intention.

A concentrated stock position may be a growth driver for employee balance sheets, but it's not always the optimal approach to manage wealth.

Selling real estate? Reduce capital gains tax on real estate and keep more of your profits when looking to divest.

Make smart tax moves as you invest your funds as well as withdraw them for retirement.

Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence IRS expects from you.

Are reinvested dividends taxable? Learn how DRIPs work and when taking cash may be smarter to avoid risk and keep your portfolio balanced.

Deferred compensation plans are designed to provide tax and retirement benefits to attract and retain top talent.

Strategic tax planning allows you to apply an AMT credit to reduce future tax liability and optimize stock compensation.

The Nike ESPP allows participants to designate up to 15 percent of their eligible pay to purchase Nike stock in a calendar year.