Monthly Archives: December 2011

SEC Issues Final Rules On The “Accredited Investor” Net Worth Standard

The Securities Exchange Commission (SEC) has now issued the final amendments to the accredited investor standards that were prompted by the Dodd-Frank Wall Street Reform and Consumer Protection Act. Dodd-Frank required the SEC to revise its rules to exclude the … Continue reading

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Qualified Small Business Stock (QSBS) Year-End Considerations

UPDATE: The fiscal cliff bill renewed the 100% exclusion (subject to the generous cap) under Section 1202 for investments made from September 27, 2010 through the end of calendar year 2013. See here: By Dan Wright Noncorporate investors who … Continue reading

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Financial Boot Camp

Financial Boot Camp is a three-class series designed to teach basic financial principles, demystify financial jargon, and provide a competitive advantage for non-financial professionals. Take one, two or all three seminars and gain financial knowledge you can use in the … Continue reading

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State Legislature Faced with More Difficult Budget Choices – Time for a Tax Increase?

By Lewis McMurran  Washington’s most recent revenue forecast for the current 2011-13 biennium was lowered once again.  The state legislature uses this quarterly forecast to craft their two year budget, which runs from July 1, 2011 until June 30, 2013.

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New, Higher Tax Proposals Floating Around Olympia

By Joe Wallin In 2010, Washington voters resoundingly rejected adopting an income tax (I-1098) on individuals earning more than $200,000 per year, or couples earning more than $400,000. However, the issue is once again potentially alive. Tucked deep in Governor Gregoire’s … Continue reading

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