Posts by Chelsie Smith
The One Big Beautiful Bill – Bite by Bite
The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, covers a broad spectrum of tax issues concerning individuals and businesses. Some changes are retroactive to the beginning of 2025, some take effect next year in 2026, and some are temporary, while some are permanent. In this series over the next few…
Read MoreCongratulations to Gunnar & Ellie!
Congratulations to Gunnar Harrison for passing his Accredited Financial Counselor® exam. He constantly strives to expand his knowledge and skills to serve clients better. Great job, Gunnar! Congratulations to Ellie Buntin for passing her Series 65 test and becoming an advisor. Ellie has been studying hard, transitioning from the accounting world to financial advising!…
Read MoreChanges to Washington’s Capital Gains Tax: What You Need to Know
If you’re planning a significant asset sale, there’s a new update from Olympia you should know about. Washington State has recently passed important changes to its capital gains tax that could affect your 2025 tax bill—especially if you’re among the state’s high earners. Let’s break it down. What’s Changing? On May 20, 2025, Governor Bob…
Read MoreStay Safe: A Reminder to Be Vigilant Against Phishing Attempts
In today’s digital world, protecting your personal and financial information is more important than ever. As your trusted financial advisor, we want to take a moment to remind you of the importance of staying alert to phishing scams and safeguarding your sensitive data. What Is Phishing? Phishing is a type of cybercrime where scammers attempt…
Read MoreWill I Owe Estate Tax?
As with most financial planning questions, the answer depends on your personal situation. Right now, several states impose their own estate tax. These include: Connecticut, Washington D.C., Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont, and Washington. If you live in one of these states, whether your estate will owe tax…
Read MoreShreds & Meds Day – April 26th
The next Shreds & Meds event will be on Saturday, April 26, 2025, in 2 locations – see below! Leonard Rickey Investment Advisors is helping to Sponsor the Yakima Shreds and Meds Day. We invite you to participate and safely dispose of statements, old tax returns (Older than 7 years), and other sensitive information. You…
Read More2024 IRA & HSA Contribution Deadline
You still have time to contribute to your Traditional IRA, Roth IRA, SEP IRA, and HSA accounts for 2024. Contributions are due by the earlier of April 15, 2025, or the filing date of your tax return. For 2024, you can contribute up to $7,000 to your Traditional or Roth IRA and an additional $1,000…
Read MoreWelcome, Ellie!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce Ellie Buntin! Ellie graduated from Indiana University Indianapolis with a degree in accounting and finance. She spent the last year in public accounting and received her CPA license. 1. What would your perfect weekend look like? My perfect weekend would be…
Read MoreWelcome, Cullen!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce Cullen Luckett! Cullen started working at Leonard Rickey Investment Advisors in December 2024. He graduated from the University of Nevada Reno in 2018 with a bachelor’s degree in business administration with a major in Finance. He spent the last 4.5 years in…
Read MoreWelcome, Quentin Rickey!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Quentin Rickey! Quentin started working at Leonard Rickey Investment Advisors in December 2024. He graduated from Gonzaga University in 2022 with a bachelor’s degree in business administration in Accounting and Finance and in 2023 with a…
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