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 9.9% income tax is prorated for part-year residents: tax all income while resident plus Washington-source income while nonresident. Timing your move around liquidity events can be worth six or seven figures.
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 9.9% income tax has a marriage penalty: two unmarried individuals each get a $1 million threshold, but married couples filing jointly share just one. Here’s exactly how it works, what it costs, and planning considerations.
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.
ISOs, NQSOs, RSUs, and restricted stock each interact differently with Washington's new 9.9% income tax. Here's what changes in 2028 — and what you can do before then.
Short answer: no — gains from the sale of real property are excluded from Washington’s 9.9% income tax under ESSB 6346, but classification questions can get complicated fast.
