You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]
Federal and Oregon Filing Requirements – Information Returns
The due date for 2023 Forms W-2, W-3, 1099-MISC [...]
No time like the present – Address top estate planning priorities today
When it comes to estate planning, consider taking a [...]
Crowdfunding comes with tax risks
Crowdfunding campaigns are designed to raise money for individuals [...]
What do you know about Form 990? Board review can benefit nonprofit governance.
Most board members know- or should know- that the [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
Overlooking foreign assets can be detrimental to an estate plan
When working with an estate planning advisor, it’s critical [...]
New Multnomah County/City of Portland Methodology For Sourcing Service Revenue
Starting in 2023, Multnomah County/City of Portland (Mult/PDX) changed [...]