Planning a sale, move, or exit before 2028? Book a 20-minute intro call →
Holding QSBS? Get a fixed-fee Section 1202 issue-spotting review →
Planning for Washington’s 9.9% income tax, effective January 1, 2028? Get the Tax Planning Guide →

Start Here

Pick the path that fits your situation.

Founders

You’re building a startup

Make sure your stock qualifies for the QSBS exclusion from day one—then get the equity mechanics right: options, vesting, 83(b), and 409A.

→ QSBS Strategy Guide
→ Equity Compensation Guide

High Earners ($1M+)

You need a Washington tax plan

Income tax, capital gains tax, domicile rules, PTE elections, and the marriage penalty—all in one place.

→ Washington Income Tax Guide
→ Domicile or gain timing? Book a 20-minute call

Selling a Company

You’re planning an exit

What Washington takes when you sell—7% and 9.9% tiers, the 2028 income tax, and whether changing domicile first is worth it.

→ Washington Capital Gains Tax
→ Leaving Washington Before an Exit

Advisors & CPAs

You advise founders or high earners

Technical breakdowns, worked examples, and the latest legislative updates you can use with clients.

→ Technical Resources

Deep Dives

Comprehensive, regularly updated guides on the topics that matter most.

Status (as of September 1, 2026): Washington's 9.9% tax on income above the $1 million standard deduction remains law, effective January 1, 2028, unless voters repeal it or the courts strike it down. Initiative 645 is on the November 3, 2026 ballot and would repeal that tax if it passes; it would not repeal the capital gains excise tax (chapter 82.87 RCW), which the Washington Supreme Court upheld in Quinn v. State. No court has enjoined the income tax. Plan as though it arrives on schedule — treat repeal or a court win as a tail benefit, not a plan.

Quick example: $3M earner in Washington

Without planning, from 2028: ~$198,000 a year in Washington income tax (9.9% on the $2M above the $1 million standard deduction).

What planning can change: a documented change of domicile before January 1, 2028 (the move has to be real, and the proof burden is yours); a pass-through entity election (ESSB 6346 §502) for owners of partnerships and S corporations; and QSBS — which applies only in the year you sell qualifying stock and excludes eligible gain, not salary. Each has its own timing, cost, and proof requirements.

See the worked example in the Tax Planning Guide.

A note before you book: please share only the names of the parties and a brief, non-confidential description of your issue. Confidential details should wait until we’ve completed a conflicts check and signed a written engagement agreement.

Does this apply to you?

If any of these sound familiar, it’s worth a conversation.

Selling a company · Crossing $1M income · Holding startup equity · Considering a move out of Washington

Book a 20-Minute Call
Share on Facebook Share on Linkedin Share on Twitter Send by email

Subscribe to the newsletter

Subscribe to the newsletter for the latest news and work updates straight to your inbox, every week.

Subscribe