Blog

September 14, 2021
Tax Legislation Update
Evergreen Gavekal, along with our partners at Evergreen Sterling Kuder (our firm's tax division), strives to provide comprehensive financial guidance. In light of the rapidly changing tax proposals coming out of Washington DC, we are closely monitoring the impact that new legislation could have on our clients. Last fall, we published an interview with the Managing Director of […]
By: Evergreen Gavekal
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May 14, 2021
How Does Washington State’s Long-Term Care Trust Act Impact You?
Washington State has passed an uncapped payroll tax of 0.58% starting January 2022 to help fund growing long-term care expenses. This tax applies to all W2 income including salary, bonuses, and stock.
By: Evergreen Gavekal
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October 26, 2020
What Does a Biden Tax Plan Mean for You?
With Biden leading in the polls in the final days prior to the election, we understand that many of our clients and readers have questions as to potential tax changes under a Biden/Harris administration. The Tax Foundation, a bi-partisan tax policy research organization, indicates that Biden’s tax plan would raise over $3.8 trillion in tax […]
By: Evergreen Gavekal
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January 2, 2020
SECURE Act 2019 Summary
The SECURE Act of 2019 brings the second major Congressional action for tax and retirement reform in 24 months. These new laws will bring major changes to retirement planning going forward, with key changes geared towards beneficiaries of retirement plans and encouraging participation in employer-sponsored retirement plans. If you have questions about how this legislation […]
By: Evergreen Gavekal
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