August 16, 2023 | AMT Stock Options: What You Need to Know 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
January 23, 2023 | Safe Harbor Tax Rules and 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
September 20, 2022 | How to Create an LLC in Washington State We’ve sorted out the complexities of starting an LLC in Washington State so you can make an informed decision for your business’ future. 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 RSUs: Tax Implications of Restricted Stock Units 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