53 posts with this tag
Tax Planning
Oregon QSBS Decoupling Is Law: What Kotek's Signing Letter — and the Referendum — Mean for Founders
Governor Kotek signed SB 1507 on April 9, 2026. Her signing letter committed the Prosperity Council to propose corrective QSBS legislation in 2027 — and a Republican-led referendum campaign is running in parallel. Here is what both paths do and don't mean for Oregon founders.
Washington’s 9.9% Income Tax: How to Leave Washington (Domicile Strategy Guide)
ESSB 6346 begins Jan 1, 2028. Leaving Washington to avoid the 9.9% income tax hinges on domicile—this guide covers proof and audit triggers.
Where to Go: Texas, Nevada, Florida, Wyoming, and Tennessee Compared for Washington Expatriates
If ESSB 6346 is pushing you out of Washington, the next question is where to land. Each of the five leading no-income-tax destinations has a different trade-off on estate tax, asset protection, climate, and practical West Coast access.
Trust Planning for Washington High Earners: ING, NING, and DING Trusts Under ESSB 6346
Non-grantor trusts sitused outside Washington can shift investment income out of a high earner's AGI and away from the 9.9% tax. Here's how the INGs, NINGs, and DINGs actually work — and where they don't.
Washington’s 9.9% Income Tax & QSBS: Timing Section 1202, Your Sale, and Your Move
For Washington founders, coordinating Section 1202/QSBS with Washington’s 7% capital gains tax and the new 9.9% income tax is the most important pre-2028 planning analysis. Here is how to sequence it.
Washington’s 9.9% Income Tax: The Marriage Penalty in ESSB 6346 (and How to Plan)
Washington’s 9.9% income tax (ESSB 6346) uses a $1 million threshold per household, not per person. That creates a marriage penalty: two unmarried high earners can avoid tax while a married couple pays a five-figure bill. Here’s the math—and planning ideas.
When to Exercise Stock Options at a Startup: A Decision Framework
Exercise too early and you risk cash on a company that might fail. Wait too long and you face a crushing tax bill. Here's a framework for making the decision — including why Washington residents face a closing window before 2028.
The Alternative Minimum Tax and Stock Options: A Complete Guide for Washington Startup Employees
The AMT can create a six-figure tax bill on stock you can't sell. Here's how it works, what changed in 2026, and why Washington residents have a shrinking window to exercise ISOs before state income tax arrives in 2028.
