Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate and transfer your wealth to loved ones after your death. Some say it would be wise to make gifts now to take advantage of the inflation-adjusted $12.06 million gift [...]
Recent Articles
Pass-Through Entity (PTE) – Elective Tax
In July 2021, Oregon established an elective Pass-Through Entity Tax [...]
Estate Planning Pitfall – You’ve overlooked digital assets in your estate plan
Traditionally, an estate plan addresses the tangible assets you own, [...]
Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer [...]
Need to make a “quick fix” to your will? – Executing a codicil may be the answer
For most people, the first step in estate planning is [...]
Small business owners may qualify for the special use valuation method
The need for estate planning is essential for small [...]
New Multnomah County Preschool For All Personal Income Tax
In November 2020, the voters of Multnomah County approved a [...]
See you at the office? – Reassessing your nonprofit’s office space
Where your nonprofit is located and how you use the [...]
4 best practices for successful virtual events
Virtual events were supposed to be a short-term replacement for [...]
Association of Certified Fraud Examiners report – Don’t let fraud prevention slide
The ongoing pandemic has strained many nonprofits, forcing them to [...]
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 [...]
Oregon Pass-Through Entities (PTE) Reduced Tax Rate
Oregon has had a special reduced tax rate (generally up [...]