The future is approaching, are you ready? Whether you have a good plan, a poor plan or no plan at all, strong guidance from a patient professional can help take the worry out of retirement. It might seem overwhelming and complex, but we have the knowledge and tools to help you not only draw up a realistic roadmap but actually guide you down the path toward comfort and stability.
Business Owners + Individuals
Strategic Planning
Strategic Planning: Patience can lead to Significant savings
Keeping it simple doesn’t always provide the best results.
News & Insights
Considerations for Form 1095-C
Applicable large employers (ALEs) are required to file Form 1095-C annually on February 28th (on paper) or March 31st (electronically). Form 1095-C reports Employer-Provided Health Insurance Offer…
Washington State Long-Term Capital Gains Tax
History Washington State has enacted a 7% excise tax on long-term capital gains over $250,000 (adjusted annually for inflation) from sales of stocks, bonds and certain other…
Upcoming Deadlines
September
15
Partnerships and S Corporations If a 6-month tax extension was requested/obtained, file a tax return by this date.
October
15
Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…
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