Taxation

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PurposeThis blog outlines the tax consequences of a casualty loss, focusing on eligibility, calculations, limitations, and reporting requirements for affected individuals or businesses. Definition of a Casualty LossA casualty loss involves the damage, destruction, or loss of property due to sudden, unexpected, or unusual events such as natural disasters (e.g., hurricanes, floods, earthquakes) or unforeseen … Continue reading Tax Consequences…

SEATTLE, April 08, 2025 – We’re excited to announce that The Rainier Group is now Coldstream Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for clients by integrating Coldstream Capital Partners’ offerings into Coldstream’s comprehensive financial services platform.
“Our clients expect access to high…

Real estate can be a powerful tool for building wealth, but like any investment, it needs to be evaluated strategically to ensure it aligns with your overall financial goals. Whether your focus is on generating cash flow, long-term appreciation, or simply diversifying beyond traditional market investments, real estate presents unique opportunities—along with its own set of risks.
When I work…

After a challenging 2022 and 2023, 2024 marked a significant rebound in global M&A activity, with total deal value rising as macroeconomic conditions stabilized, even as deal volume declined. Valuations found firmer footing, and capital markets reopened for dealmaking, leading to a double-digit increase in total PE deal value YoY. While overall transaction count decreased, a more disciplined deal environment…

As a business owner, you’re always looking for ways to maximize your financial strategy—not just for the business, but for yourself and your team. One of the most powerful tools at your disposal is a group retirement plan. Designed correctly, these plans offer valuable benefits for both business owners and employees.Here are just a few ways a group retirement plan…

It’s that time of year that many employees are offered compensation or bonuses in the form of RSUs or Stock Options. Navigating the world of employee stock compensation can be complex, but understanding the differences between RSUs and stock options is crucial for making informed decisions about your financial future. 🔒 Restricted Stock Units (RSUs): RSUs are grants of company stock that…

1.Balance Reinvestment in Business with Retirement SavingsMany business owners rely solely on their business’s value for retirement savings. However, this strategy comes with numerous risk factors that could impact their retirement plans. Questions about the actual market worth of the business, potential buyers, and potential business failure can arise. Therefore, it’s crucial to simultaneously reinvest in the business while seeking…

At Insight Asset Management, a common challenge clients bring to our attention is the burden of taxes on their investments. The impact of taxes can significantly eat into an investment portfolio’s returns, so it’s important to mitigate this impact as much as possible.There are a few strategies to help minimize tax liabilities. Firstly, is asset location, which involves strategically placing…

Join Corporate Tax Advisors’ CEO, Mike Woeber as he dives into the latest updates surrounding Section 174 Capitalization and Amortization, the passing of a new tax bill and the Research and Development Tax Credit.

Topics of discussion include:
– History of Section 174
– 174 Applies to Everyone-regardless of taking the R&D credit in the past or present
– Impact…

2023 was a year with plenty of challenges for private equity and M&A as a whole:

  • PE capital deployed in the US declined by 29.5% on the year and value derived decreased by 26.4%
  • PE borrowing rates have remained high and are still near double the levels at which they stood at the start of 2022.
  • While not as depressed

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