How Business Valuations are Critical for the Future of Estate Planning

Understanding Step-Up in Basis

   INSIGHTS Understanding Step-Up in Basis by Ann Webb March 22, 2021 Have you ever wondered what “cost” (or “basis”) is for tax purposes when an individual inherits property or receives gifts from another? This is an important area and is too often overlooked when...
How Business Valuations are Critical for the Future of Estate Planning

Washington State Capital Gains Tax: What You Need to Know

   INSIGHTS Washington State Capital Gains Tax: What Do You Need to Know? by Tanya Silves, CPA March 9, 2021 Washington State’s Senate voted to pass a bill on a capital gains tax on the sale of stocks, bonds and other assets to increase the share of state taxes paid...
How Business Valuations are Critical for the Future of Estate Planning

Donor-Advised Fund vs. Private Foundation

   INSIGHTS Donor-Advised Fund vs. Private Foundation by Demi Luna March 8, 2021 What is a Donor-Advised Fund?A donor-advised fund (DAF) is a charitable giving vehicle owned and controlled by a sponsoring organization. This fund was created to manage charitable...