Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
Bringing Back the Bypass Trust
According to some people, the bypass trust [...]
Are your operating reserves enough?
Operating reserves - generally, assets without donor restrictions that [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
New Approach to Service Revenue in Portland and Multnomah County
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 [...]
Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer [...]
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 [...]