Comprehensive Financial Stategies

Join us for a comprehensive workshop on Succession and Exit Planning for small business owners, taking place on Thursday, September 26th at TwispWorks. This workshop is designed for business owners nearing retirement, ready for a new adventure, or even those just starting their business journey but thinking ahead about long-term goals. We will provide the […]

This free educational tax strategies seminar will teach what reduces your taxable income (both personal and small business), lessen the impact of Required Minimum Distributions (RMDs) and estate taxes. We'll talk about deferred taxes, itemized deductions, Donor Advised Funds (DAFs), small business deductions, rentals, S-Corp, tax credits, RMDs, updated inherited IRA rules, and gifts to […]

Comprehensive Financial Strategies Seminar Wed, Jun 04 5:30pm-6:30pm YourSpace Room at TwispWorks This free educational seminar will cover how Social Security retirement benefits are calculated, when you should claim your benefits, how COLA is calculated, impact of working longer, taxes, and current status and proposed changes.  Call 509-996-3300 or 509-508-0388 for more information.

Estate Planning Basics Thursday October 16 @ TwispWorks Nearly everyone needs a basic estate plan. A basic estate plan typically includes health-care directives, a durable power of attorney, a will, and living trust. This educational seminar gives an overview of options and practical steps. Everyone who attends will receive a wealth of information that can […]

Advanced Estate Planning Tuesday October 28 @ Twispworks Some people need to go beyond the basics. This educational seminar covers estate planning strategies for people concerned about minimizing gift and estate taxes, transferring a business interest, providing for a favorite charity, or protecting assets from creditors.   Fall Seminar Series Free seminar sponsored by J […]

Tax Planning for Seniors Thursday November 13 @ Twispworks The One Big Beautiful Bill signed into law on July 4 2025 creates some estate and tax planning opportunities for Seniors who are or will become 65 years old before 2028. This educational seminar examines some practical ways to take advantage of the $6000 temporary deduction […]