Tax Planning and Strategy

It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...

Instructions for individuals employed within the state of Washington who wish to opt-out of the WA Cares tax, which...

If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...

At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...

In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...

In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.

For families who have children with disabilities, living richly often means providing them with the resources and s...

It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...

Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...

For many, the months of November and December conjure images of our family gathered around the Thanksgiving table,...