2024 Year End Tax Tips
As we come to the end of the year, [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
Endowment Management 101
If your nonprofit has an endowment, you understand that [...]
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
New Multnomah County/City of Portland Methodology For Sourcing Service Revenue
Starting in 2023, Multnomah County/City of Portland (Mult/PDX) changed [...]
Pass-Through Entity (PTE) – Elective Tax
In July 2021, Oregon established an elective Pass-Through Entity Tax [...]
Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer [...]
Small business owners may qualify for the special use valuation method
The need for estate planning is essential for small [...]