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 [...]
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 [...]
Key Tax Takeaways from COVID-19 Relief Bill
On December 27, 2020, the President signed the Consolidated Appropriations [...]
COVID-19: Remote Working; Oregon Revenue Apportionment, and Nexus Issue
The COVID-19 outbreak changed our daily routine, social life, interactions [...]
CARES Act Update: Employee Retention Credit, Retirement Plan Relief, Qualified Leasehold Improvements, Paycheck Protection Program (PPP) Loan, and Roth IRA Conversion
During April of this year, our firm communicated with you [...]
Oregon Corporate Activity Tax (CAT) Update
The Oregon Corporate Activity Tax (CAT) is effective on January [...]