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Recent Tax Proposals

Planning

For at least a year now, well before the election, there’s been plenty of news, opinions, and frankly bluster about President Biden’s federal tax proposals to fund infrastructure and new social programs including education, nutrition, and childcare.  While what is on the table would certainly represent a significant change, especially for U.S. companies and high…

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Getting Your Fair Share of Long-Term Care

Planning

Earlier this year, Washington State passed the first ever payroll tax to fund long-term care needs for its residents. Effective on January 1st of 2022, Washington state residents will be subject to a 0.58% payroll tax to fund this program, designed to alleviate pressure on the Medicaid system. While this may be a benefit to…

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Generosity and Donor-Advised Funds

Culture and Values | Optimism | Planning

Good Morning and Happy Friday! A couple weeks ago we touched on what an extraordinary year 2020 was for many different reasons. Of particular note has been the extraordinary “rise to the occasion” of you, our clients and friends of the firm, as many have stepped forward with generosity and care for others. Despite all…

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Stay Calm & Survive Tax Season

Culture and Values | Planning

Greetings! Life seems to always pick up the pace in the month of February. For us, we start thinking about all of the appetizers we plan on eating when watching the Super Bowl (we won’t tell you our pick!). It is also when we start thinking about taxes. While not the most glamorous topic we’ve…

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