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June 5, 2025
Is the Future of AI “Physical”?
The concept of Artificial Intelligence (AI) has existed for decades. The field was formally established in 1956 at the Dartmouth Summer Research Project on Artificial Intelligence, where John McCarthy coined the term. Yet, the groundwork began earlier, with ideas about thinking machines and machine learning surfacing in the 1940s and early 1950s. Still, it wasn’t […]
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May 22, 2025
Washington State Enacts Historic Tax Increases Amid Budget Shortfall
On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address a projected $16 billion budget shortfall. The centerpiece is Senate Bill 5167, a $77.8 billion biennial budget for 2025–2027, marking a 6.5% increase over the previous budget. Key Tax Legislation Legislative Context The Legislature passed […]
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April 23, 2025
Financial Planning Strategies to Consider During Market Volatility 
In today's environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market movements can't be predicted, you can control how you plan, save, and allocate your assets. Periods of market uncertainty can present meaningful opportunities to revisit your financial strategy, make thoughtful changes, and position yourself for […]
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March 20, 2025
Tax Tips for Divorce Planning: Key Considerations for a Smooth Financial Transition
Divorce can be an emotionally and financially challenging process. Among the many complexities, navigating the tax implications of divorce is often overlooked but critically important. Understanding how your filing status, child-related deductions, support payments, and asset transfers impact your tax obligations can help you make informed decisions that protect your financial future. 1. Timing of […]
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February 20, 2025
Charitable Remainder Trusts: A Strategic Tool for Philanthropy and Wealth Planning
For high-net-worth individuals looking to balance philanthropic aspirations with wealth preservation and tax efficiency, Charitable Remainder Trusts (CRTs) offer a compelling solution. CRTs allow donors to convert highly appreciated assets into a steady income stream, benefiting charitable organizations. CRT Basics ○        Immediate charitable tax deduction may be available to the donor based on the present […]
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January 23, 2025
Your Social Security Benefits after Repeal of the WEP/GPO
On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted programs that limited benefits for a small subset of Americans, all of whom spent part of their working life as public employees, whether for a federal, state, or local government entity that did not pay into Social Security. If […]
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December 11, 2024
2025 Retirement Plan Updates
Stay ahead in your retirement planning with the latest updates for 2025. Notable changes, including increased contribution limits and unique opportunities for those in their early 60s, can significantly impact your strategy. Regularly reviewing your retirement accounts is essential for optimizing your financial picture. Contribution Limits Updated Phase-Out Ranges Year-End Retirement Planning Best Practices For […]
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November 20, 2024
2024 Year-End Planning
As we approach the end of the year, it’s essential to finalize key action items to maximize your tax efficiency and optimize your financial plan. Review the key points below, and reach out to your wealth consultant to ensure you are well-prepared for 2025. Please note that processing times at Charles Schwab and other custodians […]
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October 3, 2024
Understanding BOI Reporting Requirements and Penalties: What You Need to Know
Are you an owner in an LLC? If so, there are new reporting requirements you need to know about. In today's financial landscape, the push for transparency is stronger than ever. The U.S. government has introduced new regulations under the Corporate Transparency Act to combat money laundering and tax evasion. Central to these regulations is […]
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September 20, 2024
How to Get More Out of Your Microsoft Executive Compensation
Microsoft offers employees numerous ways to defer income, save on taxes, and plan for retirement. Understanding the various components of your benefits package is crucial to balancing current cash flow needs with future financial goals. Our wealth consultants are ready to assist you in navigating these benefits and understanding how today's decisions will impact your […]
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