One Big Beautiful Bill Act – Impact on Individuals
On July 4, 2025, the One Big Beautiful Bill [...]
Comparing NSOs, ISOs, and RSUs: Tax and Planning Guide
Employees with access to NSOs, RSUs, and ISOs should [...]
Impact on Electric Vehicle Incentives (2025)
Considering a New or Used Electric or Hybrid Vehicle [...]
Individual Retirement Accounts (IRAs) – Maximize Your Tax Benefits
Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicles designed [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
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 [...]
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 [...]
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 [...]