Fortify your estate plan against undue influence claims

  Of course, you expect the declarations in your will to be carried out, as required by law. Usually, that’s exactly what happens with wills. However, it’s possible your will could be contested and your true intentions defeated if someone … Continued

The pros and cons of a SCIN

  Many estate planning techniques are intended to minimize or even eliminate gift and estate taxes when transferring assets to family members. Sometimes, the most powerful techniques also have a significant drawback: mortality risk. For example, you may have to … Continued

2 tax law changes that may affect your business’s 401(k) plan

When you think about recent tax law changes and your business, you’re probably thinking about the new 20% pass-through deduction for qualified business income or the enhancements to depreciation-related breaks. Or you may be contemplating the reduction or elimination of … Continued

Welcome Brandon Barker

Please welcome our most recent addition to the team. Brandon graduated from Western Washington University in 2016 with his Bachelor of Arts in Accounting and minor in Business Administration. He is currently working towards his CPA. He has experience in … Continued

Assessing the S corp

The S corporation business structure offers many advantages, including limited liability for owners and no double taxation (at least at the federal level). But not all businesses are eligible – and, with the new 21% flat income tax rate that … Continued