Tax Planning and Strategy

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,...

If you were to invent the person who would walk your family through the process of preparing for and earning a spot...