Recent Articles
Think Ahead: Expert Advice on Personal Audit Risk
This week’s newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits…
Key Financial Data 2024
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last…
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
Washington State Capital Gains Tax
In March 2023 the Washington State Supreme Court upheld the capital gains tax in a 7-2 ruling, citing that it…
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
Year-End Planning Checklist
2022 has been a year of significant market turbulence, which has left many feeling cautious about the markets and concerned…
Tax Legislation Update
Evergreen Gavekal, along with our partners at Evergreen Sterling Kuder (our firm’s tax division), strives to provide comprehensive financial guidance.…
How Does Washington State’s Long-Term Care Trust Act Impact You?
Washington State has passed an uncapped payroll tax of 0.58% starting January 2022 to help fund growing long-term care expenses.…
What Does a Biden Tax Plan Mean for You?
With Biden leading in the polls in the final days prior to the election, we understand that many of our…
SECURE Act 2019 Summary
The SECURE Act of 2019 brings the second major Congressional action for tax and retirement reform in 24 months. These…