Kim Spaulding

Use It or Lose It: 6 Steps to Taking Advantage of the Increased Estate and Gift Tax Exemption Before It Sunsets

Estate and gift tax exemption thresholds could be cut in half starting on December 31, 2025, leading to substantial increases...

2022 Year-End Tax Planning Guide

Year-End Tax Planning for Individuals With rising interest rates, inflation, and continuing market volatility, tax planning is as essential as...

2021 Year-End Tax Planner

WA Capital Gains Tax We are entering an age where states are becoming increasingly creative in finding ways to enact...

2020 Year-End Tax Planner

Let’s Get Tax Planning To help you make the most of the current tax breaks, our 2020 year-end tax guide...

Real Estate Connection Webinar Series: Estate Planning, Business Valuation, & Debt Workouts

The Setting Every Community Up for Retirement Enhancement (SECURE) Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. Many of...