Written by Jacob Dehne, CPA Parents and grandparents often focus on the wealth they hope to leave behind for future generations. However, wealth transfer...
A Framework for Building Wealth for Dependents
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The Best Time to Plan Your Business Exit Is Day One
Written by Brandi Fruik, CPA, MST Imagine this: it’s the first day of your new business. The grand opening. And you’re thinking about…selling. It seems...
The Evolution of Qualified Opportunity Zones: A Lesson in Taxation, Timing, and Planning
Introduction Since their establishment, Qualified Opportunity Zones (QOZs) have been a foundation of tax planning for thoughtful investors, offering a unique...
Trump Accounts: Where They Fit in an Education Savings Strategy
Trump Accounts are a new, tax-advantaged, individual retirement account intended for children under the age of 18. They were created as a part of the HR 1...
SpaceX IPO and Beyond: Washington State Capital Gain Tax Planning
SpaceX's highly anticipated IPO was one of the largest public offerings in history, raising significant state tax considerations for Washington residents...
Washington’s New Tax Reality: What It Means for Your Wealth
Introduction to Washington’s Tax Landscape For decades, Washington State enjoyed a reputation as a tax friendly home for successful families and business...
The One Big Beautiful Bill Act: Changes to Charitable Contribution Deductions
On July 4, 2025, President Donald J. Trump signed H.R. 1, better known as the One Big Beautiful Bill Act (OBBBA), into law. OBBBA introduces significant...
So, You Want to Be MORE Philanthropic?
Are you an individual considering making a more meaningful and material philanthropic impact but are unsure where to start? There is no one-size-fits-all...
What Steps Do I Take to Protect My Assets in Marriage?
Divorce is one of the most complicated life events someone can ever experience. There’s a lot on the line, both emotionally and financially. No one knows what...