What You Need to Know About New Overtime Rules
The U.S. Department of Labor (DOL) released a new [...]
A Difficult Decision
Choosing the Right Person to be Your Estate’s Executor [...]
Digital Assets
Properly Account for These Assets in Your Estate Plan [...]
Bringing Back the Bypass Trust
According to some people, the bypass trust [...]
Are your operating reserves enough?
Operating reserves - generally, assets without donor restrictions that [...]
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 [...]
New Multnomah County Preschool For All Personal Income Tax
In November 2020, the voters of Multnomah County approved a [...]
Advanced Child Tax Credit & Third Round Stimulus Payments
Advance Child Tax Credit If you received Advanced Child Tax [...]
New Metro Support Housing Services
In May 2020, the voters in the greater Portland area [...]