Doug Post, CFP®
Lead Advisor, Partner
Doug knows that saving today goes hand in hand with planning for tomorrow—whether it’s insurance, college tuition, or retirement spending. He specializes in tax planning and Roth conversions and has been a featured speaker for the Portland Entrepreneurs’ Organization.
“Everything screams inflation,” the Wall Street Journal wrote last summer. Indeed. By the end of 2021, inflation—the year-over-year change in consumer prices as measured by…
The proposed Build Back Better Act is jam-packed with a number of significant impacts on tax rates, Roth IRA strategies, and common estate planning techniques, including gifts to trusts. While the legislation has not yet been finalized, taxpayers may wish to consider their options.
If you’re considering a move to Washington State, go for the views of Mount Rainier or the Olympics—but think twice if you’re relocating to avoid taxes on capital gains.