Washington State Mandates Retirement Plans by 2027

   INSIGHTS Washington State mandates retirement plans by 2027 by Bethany Andrew and Lydia Peterson ARTICLE | December 16 , 2024   Washington State’s “Washington Saves” program, set to be fully implemented by July 1, 2027, requires all...

Tips to Help You Plan Your Charitable Giving

   INSIGHTS Tips to Help You Plan Your Charitable Giving by Rachel Myers and Kevin De Young ARTICLE | December 10, 2024 December is often a time when we make charitable gifts to support the causes that are important to us. As you approach those decisions, it can be...

Steps to Take After the Death of a Spouse

   INSIGHTS Steps to Take After the Death of a Spouse by Sonia S. Crowley, CPA ARTICLE | December 5, 2024 We understand that losing a spouse is an overwhelming experience, and handling the logistics and finances can feel daunting. Therefore, we have created this...

Court puts BOI reporting on hold

   INSIGHTS Court puts BOI reporting on hold ARTICLE | December 4, 2024 In a pivotal decision on December 3, 2024, a federal district court in Texas has issued a nationwide preliminary injunction blocking enforcement of the beneficial ownership reporting requirements...