Recent Articles
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 [...]
Are you ready for the new lease accounting rules?
After a COVID-related delay, the new accounting standard for leases [...]
Opening up to SLAT opportunities
Estate tax planning can become complicated when multiple parties are [...]