📢 How will the 2024 election impact your taxes? 📢 With the Republican Party now in unified control of the White House and Congress, potential changes to tax policy are on the horizon. As the expiration of the Tax Cuts and Jobs Act (TCJA) approaches at the end of 2025, shifts in income taxes, estate planning, and business deductions could be coming. In this article you’ll learn: 🔍 🔹Key provisions that may change 🔹Elements expected to stay the same 🔹What could be up for negotiation in the next tax bill. Stay ahead of the curve and get informed. Read the full article to see how these changes could impact your financial future. https://ow.ly/Zyes50UymeL #Election2024 #FinancialPlanning #TaxUpdates
Coldstream
Financial Services
Bellevue, WA 4,383 followers
Financial Services Tailored to You
About us
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2024 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.
- Website
-
http://www.coldstream.com
External link for Coldstream
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bellevue, WA
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, and Endowments and Foundations
Locations
Employees at Coldstream
Updates
-
🚨 Important Regulatory Update 🚨 The U.S. District Court in Texas has reinstated a preliminary injunction, temporarily suspending the January 1, 2025, deadline for Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act (CTA). 🔍 What this means: Businesses are not currently required to file BOI reports until further notice. We’re monitoring developments closely and will keep you informed of any changes. Stay ahead and stay compliant! https://ow.ly/or3T50UyrqY #RegulatoryUpdate #BOI #Compliance
Important Update: New BOI Reporting Requirements Under FinCEN – Are You Ready? - Coldstream
https://www.coldstream.com
-
Happy work anniversary to Jennifer Harrison, FPQP® who celebrates 10 years today! 🎉⭐ Jennifer has been with Coldstream Wealth Management since 2021, when Rosenbaum Financial merged with Coldstream and is now a Client Team Operations Manager. We thank Jennifer for her contributions to Coldstream and dedication to excellent client service. Thank you, Jennifer! #Workaversary #10years #TeamMemberAppreciation
-
-
🚨The BOI reporting requirements have been reinstated as of Dec 23, 2024🚨 On December 3, 2024, a federal court issued a preliminary injunction blocking enforcement of the Corporate Transparency Act (CTA). This has now been overturned, with the result being that the beneficial ownership information (BOI) reporting requirements are now back in effect. The reporting deadline for most companies has been shifted to January 13, 2025, a slight extension from the previous deadline of January 1, 2025. https://lnkd.in/g3HwsXku #BusinessOwners #BOI #ReportingRequirements
Important Update: New BOI Reporting Requirements Under FinCEN – Are You Ready? - Coldstream
https://www.coldstream.com
-
Coldstream's philanthropic efforts are 100% employee-driven and reflect a vast array of social causes. This quarter, our cause is Community. One of the charities we're supporting is Portland Animal Welfare Team (PAW Team). Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/gAPKvMVv #givingback #ColdstreamCares #philanthropy
-
-
🔒 Protect your personal information! With data breaches on the rise, safeguarding your credit is more important than ever. Freezing your credit is a simple yet powerful way to protect against identity theft. Combined with smart email habits — like avoiding suspicious links and never sharing access codes — you can significantly reduce your risk. Learn how to take control and stay secure with Coldstream's essential cybersecurity tips. https://ow.ly/Vz7R50Uwbnv #Cybersecurity #IdentityProtection #StaySecure
Protect Yourself by Freezing Your Credit: Here’s How - Coldstream
https://www.coldstream.com
-
Welcome to the team, Rachel Borsini! As a Wealth Management Associate in our Bellevue office, Rachel will work with the individuals and families we serve to create financial plans to achieve their short- and long-term goals. #NewTeamMember #WealthManagement #RIA
-
-
Congratulations to Elizabeth Anderson on earning her Financial Paraplanner Qualified Professional™, FPQP® designation! Earning the FPQP designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning. We can't thank you enough for being an essential member of our Coldstream team! #WealthManagement #FPQP #FinancialPlanning
-