Tag Archive: Strategic Planning

Year End Tax Planning

by | November 19, 2009

Our colleauges at Berntson Porter & Company have collaborated to provide some end-of-year tax planning tips. Thank you to Jennifer Raybon, David Berthon, and Darcy Kookier for sharing their knowledge! ——————- In order to achieve financial goals, comprehensive tax and financial statement planning is not just a good idea, it is a cornerstone of fiscal... View Article

Year End Estate Planning

by | November 11, 2009

Our guest blog post this week is by Kanoa Ostrem, a Seattle-based estate planning attorney. Mr. Ostrem’s practice focuses on counseling and assisting individuals and families with their estate planning needs in a cost-effective and efficient manner. For more information, visit his website at www.ostremlaw.com. ———————— The end of the year presents just one critical... View Article