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Year-End Tax Planning for High Earners: What Closes Dec. 31

By Zach Bergthold, CPA | Oct 12, 2026 |

Year-end tax planning for high earners goes past maxing your 401(k). See which RSU, Roth, and giving decisions close December 31.

October 09, 2026 |

Our Q3 2026 investment update reviews performance, answers client questions, and highlights key market themes.

October 05, 2026 |

How you give can matter as much as what you give. See 8 charitable giving strategies for 2026, from donor-advised funds to remainder…

September 28, 2026 |

Estate documents say who inherits what, not why. See how estate planning family conversations and a Personal CFO approach help fill the gap.

September 21, 2026 |

Inherited documents don't tell you how to settle an estate. An advisor shares what her family learned, from digital access to executor duties.

September 17, 2026 |

Trusts start with bigger questions about privacy, protection, taxes, and legacy. Explore the structures designed to achieve each goal.

September 17, 2026 |

Brighton Jones Trust Company, a South Dakota-chartered trust company, gives families trusted guidance and trust expertise.

September 16, 2026 |

Discover why Brighton Jones created Brighton Jones Trust Company, combining South Dakota trust expertise with a more personal approach.

September 16, 2026 |

Every trust has a trustee. It's one of the most important decisions you'll make in the trust planning process.

September 15, 2026 |

Brighton Jones welcomes Lead Advisors Garrett Newman and Christopher Budny to serve clients in San Diego and Fort Lauderdale.