September 10, 2023 | 1031 Exchange: A Guide to Successful Real Estate Transactions A 1031 exchange allows investors to exchange similar properties without paying capital gains tax on the profits of the sale. Read more
September 01, 2023 | 2023 Year-End Tax Planning Checklist With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024. Read more
August 16, 2023 | Exercising Incentive Stock Options? What You Need to Know About the Alternative Minimum Tax When determining when to exercise and sell your incentive stock options, you’ll want to be mindful of the alternative minimum tax. Read more
July 02, 2023 | Employee Stock Options: How They Work and What to Expect Many companies offer employee stock options as part of compensation, giving you an opportunity to benefit if the company's stock increases over time. Read more
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 | 457 Plans: Key Differences 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 after a corporate acquisition? Here's everything you need to know about stock, cash, and merger deals. 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