Tax Planning

The sale of a business marks a significant life transition. Learn how to set yourself up for success in your next chapter. 

A 1031 exchange allows investors to exchange similar properties without paying capital gains tax on the profits of the sale.

With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024.

When determining when to exercise and sell your incentive stock options, you’ll want to be mindful of the alternative minimum tax.

Many companies offer employee stock options as part of compensation, giving you an opportunity to benefit if the company's stock increases over time.

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

Learn the differences between 457 plans and how they can be integrated into your broader financial picture.

Learn the how Safe Harbor Tax Rule can influence your tax strategy when experiencing a liquidity event.

Wondering what happens after a corporate acquisition? Here's everything you need to know about stock, cash, and merger deals.

We’ve sorted out the complexities of starting an LLC in Washington State so you can make an informed decision for your business’ future.