--- title: Bellevue CPA Firm | Bellevue Accounting Firm | Seattle CPA Firm | Melanie Abigania and Jessica Simons description: Catch up on the latest news, stories, and interesting facts curated by Sweeney Conrad employees. --- [![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/Sweeney-Conrad-logo.jpg?width=542&height=166&name=Sweeney-Conrad-logo.jpg "Sweeney Conrad")](https://www.sweeneyconrad.com/preview/) ![navigation menu](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/hamburger-bars.png) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - 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INSIGHTS/BLOG - [Topic:](https://blog.sweeneyconrad.com) - [Tax](https://blog.sweeneyconrad.com/tag/tax) - [Audit & Assurance](https://blog.sweeneyconrad.com/tag/audit-and-assurance) - [Estate Planning](https://blog.sweeneyconrad.com/tag/estate-planning) - [News](https://blog.sweeneyconrad.com/tag/news) - [COVID-19](https://blog.sweeneyconrad.com/tag/covid-19) - [Sweeney Conrad News](https://blog.sweeneyconrad.com/tag/sweeney-conrad-news) - [Retirement Reporter](https://blog.sweeneyconrad.com/tag/retirement-reporter) - [Sweeney Conrad Passion](https://blog.sweeneyconrad.com/tag/sweeney-conrad-passion) - [Sweeney Conrad People](https://blog.sweeneyconrad.com/tag/people) - [Employee Benefit Plans](https://blog.sweeneyconrad.com/tag/employee-benefit-plans) - [State and Local Tax](https://blog.sweeneyconrad.com/tag/state-and-local-tax) - [Sweeney Conrad Community](https://blog.sweeneyconrad.com/tag/sweeney-conrad-community) - [Business](https://blog.sweeneyconrad.com/tag/business) - [Nonprofit Organizations & Private Foundations](https://blog.sweeneyconrad.com/tag/nonprofit-organizations-private-foundations) - [Advisory](https://blog.sweeneyconrad.com/tag/advisory) - [High Net Worth](https://blog.sweeneyconrad.com/tag/high-net-worth) - [Sweeney Conrad People](https://blog.sweeneyconrad.com/tag/sweeney-conrad-people) - [CAAS](https://blog.sweeneyconrad.com/tag/caas) - [Insider](https://blog.sweeneyconrad.com/tag/insider) - [Real Estate & Construction](https://blog.sweeneyconrad.com/tag/real-estate-construction) - [Recruiting](https://blog.sweeneyconrad.com/tag/recruiting) - [Loca](https://blog.sweeneyconrad.com/tag/loca) - [Locally Owned](https://blog.sweeneyconrad.com/tag/locally-owned) - [Scams](https://blog.sweeneyconrad.com/tag/scams) - [Test](https://blog.sweeneyconrad.com/tag/test) [Where Should You Keep Your Estate Planning Documents? By Melanie Abigania and Jessica Simons Jan 30, 2024](https://blog.sweeneyconrad.com/where-should-you-keep-your-estate-planning-documents) [Year End is Gift-Giving Time: Use the Annual Gift Tax Exclusion to the Max By Melanie Abigania and Jessica Simons Dec 16, 2023](https://blog.sweeneyconrad.com/year-end-is-gift-giving-time-use-the-annual-gift-tax-exclusion-to-the-max) [Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy By Melanie Abigania and Jessica Simons Nov 30, 2023](https://blog.sweeneyconrad.com/owning-assets-jointly-with-a-child-may-not-be-the-right-estate-planning-strategy) [Are You Considering Moving to a New State to Minimize Estate Tax? By Melanie Abigania and Jessica Simons Oct 31, 2023](https://blog.sweeneyconrad.com/are-you-considering-moving-to-a-new-state-to-minimize-estate-tax) [What are the Pros and Cons of Custodial Accounts for Minors By Melanie Abigania and Jessica Simons Sep 14, 2023](https://blog.sweeneyconrad.com/what-are-the-pros-and-cons-of-custodial-accounts-for-minors) [Yes, You Still Need an Estate Plan Even if You're Single, Without Children By Melanie Abigania and Jessica Simons Aug 30, 2023](https://blog.sweeneyconrad.com/yes-you-still-need-an-estate-plan-even-if-youre-single-without-children) [The Time to Make Health Care Decisions is When You're Healthy By Melanie Abigania and Jessica Simons Jul 27, 2023](https://blog.sweeneyconrad.com/the-time-to-make-health-care-decisions-is-when-youre-healthy) [If Your Family Owns a Vacation Home, Address it Carefully in Your Estate Plan By Melanie Abigania and Jessica Simons Jun 28, 2023](https://blog.sweeneyconrad.com/if-your-family-owns-a-vacation-home-address-it-carefully-in-your-estate-plan) [If You're Married, Ensure that You and Your Spouse Coordinate Estate Plans By Melanie Abigania and Jessica Simons May 30, 2023](https://blog.sweeneyconrad.com/if-youre-married-ensure-that-you-and-your-spouse-coordinate-estate-plans) [Have You Planned for Long-Term Health Care Expenses? By Melanie Abigania and Jessica Simons Apr 27, 2023](https://blog.sweeneyconrad.com/have-you-planned-for-long-term-health-care-expenses) [To File or Not to File a Gift Tax Return, That is the Question By Melanie Abigania and Jessica Simons Mar 28, 2023](https://blog.sweeneyconrad.com/to-file-or-not-to-file-a-gift-tax-return-that-is-the-question) [Understand Your Spouse's Inheritance Rights if You're Getting Remarried By Melanie Abigania and Jessica Simons Jan 26, 2023](https://blog.sweeneyconrad.com/understand-your-spouses-inheritance-rights-if-youre-getting-remarried-1) [1](https://blog.sweeneyconrad.com/author/melanie-abigania-and-jessica-simons/page/1) [2](https://blog.sweeneyconrad.com/author/melanie-abigania-and-jessica-simons/page/2) [3](https://blog.sweeneyconrad.com/author/melanie-abigania-and-jessica-simons/page/3) [4](https://blog.sweeneyconrad.com/author/melanie-abigania-and-jessica-simons/page/4) [>>](https://blog.sweeneyconrad.com/author/melanie-abigania-and-jessica-simons/page/4) ## Contact Us Feel free to [email](mailto:information@sweeneyconrad.com) us or call [425.629.1990](tel:425-629-1990) [Get in touch](https://www.sweeneyconrad.com/preview/get-in-touch/contact-us/) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - [Culture & Community](https://www.sweeneyconrad.com/how-we-do-it/culture-community) - [Giving Back](https://www.sweeneyconrad.com/how-we-do-it/giving-back) - [Partnership Network](https://www.sweeneyconrad.com/how-we-do-it/partnership) - [Who We Are](https://www.sweeneyconrad.com/who-we-are) - [Our People](https://www.sweeneyconrad.com/who-we-are/our-team) - [Mission & Values](https://www.sweeneyconrad.com/who-we-are/mission-values) - [Our Passion](https://www.sweeneyconrad.com/who-we-are/our-passion) - [40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers at SC](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) ![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/logo.png?width=358&name=logo.png "Sweeney Conrad") 10210 NE Points Dr. Suite 300 Kirkland WA 98033 [425.629.1990](tel:425-629-1990) [information@sweeneyconrad.com](mailto:information@sweeneyconrad.com) Proud to be a Member [![Allinial Global](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/MemberOfAllinial-Logo_CMYK-globe.png?width=75&height=166&name=MemberOfAllinial-Logo_CMYK-globe.png "Allinial Global")](https://www.allinialglobal.com) Sweeney Conrad is the brand name under which Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC provide professional services. 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