Year-End Planning Workshop: Tax, Estate & Investment Strategies

Washington’s new 9.9% tax on income over $1 million is set to begin in 2028, and along with the state’s capital gains and estate taxes, it’s making planning ahead more important than ever for local families and business owners.

This free one-hour educational workshop brings together three local professionals to share practical strategies you can put to work before year-end:

• Tax planning with Cissi Lin, EA, founder of Tax AdWiser: smart year-end strategies for business owners and individuals.
• Estate planning with Kelly H. Huo, Partner at Inslee, Best, Doezie & Ryder: how a trust may help protect what you’ve built and pass it on.
• Investing with Annie Liu, CFP®, Partner at EliteGate Wealth: strategies for growing wealth while keeping market swings in check.

There will be time for questions. Seating is limited, so please RSVP to aliu@elitegatewealth.com.

This event is not sponsored by the King County Library System. For educational purposes only. No individualized investment, tax, or legal advice will be provided.