The Washington Supreme Court has ruled that a capital gains tax on the sale of certain assets is constitutional. Learn more about who is impacted and the types of securities that are affected.

Consider strategies beyond traditional 401(k) contributions when looking for ways to help clients maximize their savings to meet their retirement goals. Learn what options your clients have to maximize their retirement savings.

For high-net worth families, multi-generational wealth transfers could be subject to both the generation-skipping transfer tax (GSTT) and federal gift and estate taxes. Learn more about the GSTT and strategies to help tax -efficiently transfer assets across multiple generations.

This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025, with the latest updates per new tax law. Use this guide to quickly find important information for tax planning with your clients.

The One Big Beautiful Bill Act includes significant tax law changes that will impact nearly all individual taxpayers. Here is an overview of key provisions that might impact your clients.

Inheriting significant wealth can be emotionally and financially transformative. The decisions your clients make today on how to manage an inheritance can affect their long-term financial life.

Your clients may be eligible to collect Social Security as early as 62, but if they're in good health and can afford to wait, delaying benefits until age 70 yields greater benefits for most people. Learn how you can help your clients make the right decision for them.

Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.

The retirement plan landscape is diverse for small business owners and those who are self-employed. Help clients understand the features of each option so they can make an informed decision.