There were two major tax policy events in 2022: (1) The Inflation Reduction Act (aka IRA) focused on raising corporate tax revenue while incentivizing investment in clean ener
A new marriage is a cause for celebration, but like any major life change, it can bring with it new questions about your wealth and your long-term financial plan. It is import
“Employees are our only asset… Coming out of the pandemic, coming out of two mergers and the markets are really tumultuous right now, we decided to invest in our p
With so many requests to give, it’s no wonder many people are searching for more direction. While disaster relief, school fundraisers and charities favored by family and s
It’s best to be prepared than caught off guard. Washington residents and certain non-residents with more than $250,000 in realized capital gains on stock or other financ
Congratulations to Kristen Bauer, the CEO of LNWM and our sister company Wetherby Asset Management, for being named to the Puget Sound Business Journal’s “2022 Women of In
As we move through fall and into winter, end-of-year planning is naturally top of mind with charitable giving high on the list of priorities. People may naturally be in a givi
Labor Day weekend marks the start of another school year, with many parents and grandparents thinking about how best to fund education for kids that will soon be miraculously
LNWM CEO Kirsten Bauer was recently interviewed by the private equity firm the Rosemount Investment Group on LNWM’s approach to managing family wealth. Given Kristen’s lo