Our New Approach to Community Giving

Our New Approach to Community Giving

   INSIGHTS Our New Approach to Community Giving March 10, 2021 Community Impact. It’s one of the three ways in which we measure success. As a firm that comes from community roots that were planted more than 70 years ago, we know how important it is to create impact...
Our New Approach to Community Giving

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...
Our New Approach to Community Giving

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...