Steven J. Rosenthal, CPA, CFP, JD
Capital Gains Income Exclusions on the Sale of a Principal Residence
Many persons approaching retirement own real estate that has appreciated significantly over time. If the real estate is used as a...
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
The Tax Implications of Investing in Foreign Securities
U.S. investors may increase the diversity of their portfolios by investing in foreign securities but should be aware that these investments
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington Estate Tax Planning
Learn how the Washington estate tax can affect families seeking to pass assets to their heirs.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Cryptocurrency Tax Reporting Issues
Cryptocurrency tax reporting has created confusion for some taxpayers eager to invest in this asset class. Here's what you need to know.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The Case for Roth IRA Conversions in a Volatile Market
Roth IRA accounts are desirable retirement savings vehicles for many retirees. If you haven't yet made the conversion, now may be the time.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Retirement Planning Under SECURE Act 2.0
On March 29, 2022, the U.S. House of Representatives approved the Securing a Strong Retirement Act of 2022, also known as SECURE Act 2.0.
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Steven J. Rosenthal, CPA, CFP, JD
- 6 min
Blog 3: 8 Tax Tips for SMBs In 2021
Small to medium-sized businesses can recognize tax benefits or minimize tax risks using the following tips. Our tax expert, Steven...
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax Risks
Failure to discover tax risks can cost you thousands at closing. Here’s how to preserve your maximum business valuation.
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 1: Sell Or Buy A Business In 2021 To Beat Upcoming Tax Increases
Due to proposed legislative changes in capital gains taxes at both the federal and Washington State level, buyers and sellers of SMBs would
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Tax Considerations for WA State Small to Medium Sized Businesses (SMBs) in 2021
Written by tax expert, Steven Rosenthal, JD, CPA, MBA, LLM, CFP® Tax issues can give even the most well-prepared individual a headache...
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