Posts Archive

Joe Erickson

Tax Changes: Sell Your Property or Convert to a Rental Property? What’s Right for You?

March 8, 2019
,

By Joe Erickson, CPA and Viridian Shareholder Recent changes to tax law can have a significant impact on decision-making in the current real estate environment. This article describes some of the major changes, and it will hopefully help you decide what to do with your home if/when you decide to no longer live there. Tax…

Read More

The Ins and Outs of LLCs

February 25, 2019
,

By Joe Erickson, CPA and Viridian Shareholder Limited Liability Companies, commonly known as LLCs, offer their owners (“members”), as the name implies, limited liability protection.  LLCs are a relatively straightforward means of structuring a small business, and they are a great option for many business owners. Setting up an LLC For a single-member LLC, you simply…

Read More

Viridian Continues Its Growth With Merger Of Premier CPA Firm

January 21, 2019

Bothell, WA (January 21, 2019) We are proud to announce today the merger of Viridian Advisors and Rieke & Company, P.S. in Woodinville, WA. “I am delighted to make this announcement. After a very long search and vetting process we have identified the firm we will be merging with and effectively acting as our succession…

Read More

5 Ways to Play the New Tax Law

August 27, 2018
, , ,

Written by Joe Erickson, CPA The new tax law—known officially as the Tax Cuts and Jobs Act (TCJA) and signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate,…

Read More

Smart decisions for the 2018 tax environment

May 14, 2018

Written by Joe Erickson, CPA Tax reform: what does it mean? Since Congress passed the Tax Cut and Jobs Act of 2017, you’re likely to find that things have shifted for your financial situation. Some of the most significant changes include the following: New tax brackets: A new top rate of 37% will apply to…

Read More
Joe Erickson

Joe Erickson Named Shareholder

August 17, 2017

SEATTLE, Aug. 17, 2017 /PRNewswire/ — Viridian, a leading financial advisory firm in the Puget Sound region, announced today that Joe Erickson was recently named shareholder. Joe’s promotion highlights the expanding nature of Viridian Advisors since its merger with Appropriate Balance in March of 2017. As partner, Mr. Erickson will continue to work with clients in tax planning, preparation, and…

Read More

Get In Touch

Share On Social Media