Homer Smith, Author at konvergent wealth partners

Washington Long Term Care Exemption Steps

Oct 19, 2021 | Article

To complete the process of exemption from the long term care tax implemented by Washington state you will need to apply for the exemption through secureaccess.wa.gov. To do so you will need to go through the following steps: Log into your secureaccess.wa.gov account...

Q4 Quarterly Investment Themes Video

Oct 5, 2021 | Video

Q4 Quarterly Investment Themes Blog

Oct 5, 2021 | Article, Investments

This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The market...

Advance Your Wealth – Tax Law Changes Coming

Sep 27, 2021 | Video

President Biden’s ‘Build Back Better’ Agenda / American Families Plan Tax Proposal – What you need to know!

Sep 27, 2021 | Article

Democrats on the House Ways and Means Committee released legislative text for proposed tax changes Monday, September 13. This proposal will raise tax rates for corporations and high-income earners as well as make changes to the Internal...

Washington Long Term Care Exemption Steps

Q4 Quarterly Investment Themes Video

Q4 Quarterly Investment Themes Blog

Advance Your Wealth – Tax Law Changes Coming

President Biden’s ‘Build Back Better’ Agenda / American Families Plan Tax Proposal – What you need to know!

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