Tax Planning and Strategy

Tax Planning and Strategy
Reaping the RSU Rewards
Are Restricted Stock Units (RSUs) a component of your compensation package?
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Tax Planning and Strategy
Tax Filing and IRA Contribution Reminders (Tax Year 2024)
Here's a few helpful reminders regarding 2024 retirement account contributions.
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Tax Planning and Strategy
Health Savings Account: A powerful tool in your financial toolkit
When used strategically, HSAs are truly one of a kind, offering the most tax advantages in a single account
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Tax Planning and Strategy
Net Unrealized Appreciation: A Super Hero Tax Strategy
Does your employer offer the ability to purchase company stock within your 401(k)? You may be able to take advantag...
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Videos
Designating Beneficiaries: Facing Life's Two Certainties Head On
At CWM, part of our holistic approach to financial planning includes working with you and your estate planner to en...
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Tax Planning and Strategy
WA State Capital Gains Tax: What It Means for You
At CWM, we've been monitoring progress of the tax since it was first proposed as Senate Bill 5096 and eventually wo...
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Articles
WA Long-Term Care Act Update
Did you purchase a long-term care (LTC) policy before the Washington Long-Term Services and Supports Trust Program...
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Tax Planning and Strategy
Tax Time: Proactive strategies for small businesses
Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...
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Market Insights
Looking Ahead: The Butterfly Effect
As the world moves away from emergency COVID-19 support, can extreme high valuations continue to be justified? A va...
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Videos
VIDEO: How to Make the Most of Your Charitable Giving
It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...
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