Washington State Increases Estate and Capital Gains Taxes

Washington State Enacts Major Tax Increases Under Senate Bill 5813 On May 20, 2025, Governor Bob Ferguson signed Senate Bill 5813 into law, marking a pivotal moment for taxpayers in Washington State. This new legislation significantly alters the state’s capital gains and estate tax systems, establishing Washington as one of the most aggressive states in […]
Retirement Contributions To Consider Before The Tax Deadline
Written by Ed Bradley, CFP®, ChFC® It’s tax season, and that means many individuals are looking for opportunities to reduce their taxable income and increase their retirement savings. As we head towards the tax filing deadline, it’s important to consult with your financial advisor and tax advisor on your specific situation. Here are a few […]
If 2020 Has Taught Us Anything
Ed Bradley, CFP®, ChFC® As counties began to reopen across the country, we have seen Covid-19 numbers spike at a faster rate than when the pandemic began in early March.[1]As many states are having to roll back or pause their plans to reopen their economies, we are reassessing the turmoil the initial wave caused the […]
Unemployment Benefits Fraud: How To Protect Yourself
Ed Bradley, CFP®, ChFC® Washington’s unemployment rate skyrocketed to a record 15.4% in April as a result of the economic downturn from the coronavirus pandemic (as reported by the state’s Employment Security Department). With more than 1 million people filing for unemployment since the stay-at-home order was put in place by Governor Inslee in March, […]