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RSUs, stock options, and deferred comp plans all create income recognition events that could push you over Washington's $1 million threshold. Here's how the new 9.9% tax changes executive pay planning.
Washington's new 9.9% income tax fundamentally changes the entity choice calculus for founders. C corps, S corps, and LLCs are now taxed very differently — and the old default advice no longer holds.
No state has ever introduced an income tax and kept the rate and threshold stable. Here's what history shows about rate creep, threshold creep, and where Washington's 9.9% tax is likely headed.
Washington, Oregon, and Nevada compared across income tax, capital gains, QSBS, estate tax, and business taxes. Nevada is cheapest; Washington protects QSBS and doesn't tax below $1M; Oregon taxes from dollar one.
Washington's 9.9% income tax adds a second layer to an already aggressive estate tax. GRATs, gifting, ILITs, and Roth conversions all need to be re-evaluated — and the pre-2028 window is the time to act.
Washington's income tax takes effect Jan 1, 2028. The statute delegates estimated payment rules to DOR. Here's what we know, what to expect, and how to plan for quarterly payments starting in 2028.
Washington's new income tax allows a charitable deduction capped at $100K per individual ($100K combined for couples). Here are five strategies — DAFs, CRTs, QCDs, bunching, and appreciated stock — to maximize the benefit.
IRAs, 401(k)s, and pensions count toward the $1M threshold to the extent they’re in federal AGI; Social Security counts only to the extent it’s federally taxable (0%, 50%, or 85% depending on provisional income). The Roth conversion window before 2028 is the biggest planning opportunity.
If you own an S corp, LLC, or partnership, Washington's new 9.9% income tax hits your pass-through income differently than W-2 wages. Here's how it works and what planning options exist.
Washington's new 9.9% income tax raises hard questions for remote workers who split time between states. Residency, source rules, and duty-day allocations all matter — here's how.
