Paracle Advisors

Financial Advisors in Mercer Island, WA

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Tax Planning


Tax Planning Strategies During Market Declines
Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”.
How To Prepare For Tax Season
Many people put off dealing with their tax information because it can feel overwhelming. Starting early, being organized, and staying
Five Tax Planning Opportunities
Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of
Save More For Retirement With Your Health Savings Account
As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings
Make the Most of the 2018 Tax Law Changes
A year ago, Congress enacted significant changes to the U.S. tax code, which took effect on Jan. 1, 2018. One
Gifting to avoid taxes? You might not need to.
Many people know that giving away assets before your death can protect your heirs from paying estate taxes, which can
Social Security Strategies
Social Security benefits are an important factor in retirement planning. Unfortunately, many Americans start collecting their payments too early, potentially
The “Tax Cuts and Jobs Act” What to Expect from Recent Changes to the Tax Code
On December 22, 2017 the “Tax Cuts and Jobs Act” was signed into law. In general, it lowers tax rates,
Charitable Gift Fund FAQs
A Charitable Gift Fund (CGF) is a great way to manage donations to your favorite causes while optimizing your tax
Tax Considerations For Nonresident Aliens Working in the U.S.
U.S citizens, permanent residents (green card holders) and individuals who pass the substantial presence test (183 days over a 3-year