2024 Year End Tax Tips
As we come to the end of the year, [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
Highlights of the Revised Uniform Guidance
Highlights of the revised Uniform Guidance Federal agencies were [...]
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
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 [...]
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 [...]