February Newsletter: Tax Season Edition
New Drop-off Day and NetClient Portal Updates Welcome to another Tax Season issue of Beyond the Numbers. We’re pleased to announce an upcoming Document Drop-off Day event this year for those of you submitting paper documents to us. If you’re using our NetClient...
January Newsletter: Tax Season Edition
For 2025 tax return filing, we’ve put together key information to help make the process smooth, secure, and as stress-free as possible for you. Below find what to expect, what we need from you, and helpful resources to keep things moving efficiently. Step 1: Get...
2025–2026 Tax Law Update: An Event Recap
Written by Heidi Johnson Bixby, CFP®, and Ralph Doggett, CFP®, EA. At our recent 2025–2026 Tax Law Update event, we unpacked one of the most wide-ranging sets of tax changes in years: the H.R. 1 law, also known as the ‘One Big Beautiful Bill’ Act, enacted on July 4,...
Tax Update: What Just Changed and Why It Matters
Updated May 2026 The summer of 2025 brought significant tax law changes at both the state and federal levels. Washington State enacted several new taxes and expanded existing rules, while the federal One Big Beautiful Bill Act (OBBBA) introduced sweeping updates...























