Posts
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Last-Minute Pointers: WA State Capital Gains Tax
March 28, 2023
Last-Minute Pointers: WA State Capital Gains Tax
Updated April 11, 2023. A while back, we wrote that the 7% WA capital gains tax would be due April 18, 2023 and it was best to prepare for that sooner...
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Impact of 2022 Federal Tax Changes
January 18, 2023
Impact of 2022 Federal Tax Changes
There were two major tax policy events in 2022: (1) The Inflation Reduction Act (aka IRA) focused on raising corporate tax revenue while incentivizing...
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Tax-Loss Harvesting in 2022 and Beyond
July 21, 2022
Tax-Loss Harvesting in 2022 and Beyond
Down markets can provide opportunities for us to enhance after-tax returns. LNWM’s Kristi Mathisen describes a strategy known as “tax-loss harvest...
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Expert Opinion: The Role of Life Insurance in Estate Planning
March 15, 2022
Expert Opinion: The Role of Life Insurance in Estate Planning
Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net-worth households. But as with many othe...
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House Tax Proposal: Impact on High-Income Households
September 28, 2021
House Tax Proposal: Impact on High-Income Households
There’s been a lot of talk about higher taxes but now we’re starting to see some action: In mid-September 2021, an actual tax proposal was ado...
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Tax Update 2021: Capital Gains Take Center Stage
July 15, 2021
Tax Update 2021: Capital Gains Take Center Stage
Got capital gains? You should know about these new tax proposals in Washington, DC and here in Washington State, where a new 7% capital gains tax is n...
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Taxes Under Biden: An Early Look
July 16, 2020
Taxes Under Biden: An Early Look
US tax policy could change significantly in the next several years, especially for US corporations and high-income Americans. While specifics on non-c...
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Reaping the Benefits of Tax-Loss Harvesting
April 16, 2020
Reaping the Benefits of Tax-Loss Harvesting
Especially in down markets, a strategy known as tax-loss harvesting can reduce investment taxes now and way into the future, and in the process boost...
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Roth IRA Conversions: Why Now
April 16, 2020
Roth IRA Conversions: Why Now
It’s never wise to put all your eggs in one basket, especially when it comes to retirement accounts. A great way to diversity -- and get more tax-fr...
