Make These Money Moves Before the Ball Drops
As 2024 comes to a close, these year-end tasks can help you keep your financial house in order.
The Sunset is Coming: Should You Act Now?
This January, the federal estate and gift tax exemption increased to nearly $14 million per person, or $28 million for a couple. The exemption is the amount of assets that […]
Keeping Up With Inflation: IRS Tax and Limit Changes for 2023
Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of flurry each year. This year, […]
Capital Gain Distributions in a Down Year
It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the form of capital gain distributions. […]
Five Feel-Good Giving Strategies for 2022
By the time Thanksgiving rolls around, many people are eager to support the charities and nonprofits closest to their hearts. And while it may be tempting to pull out a […]
Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings
It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community at-large, a specific cause, or […]
Is a Roth Conversion Right for You?
In these fleeting days of summer when the beach beckons and the pace of life slows, making financial decisions can seem as jarring as back-to-school sales in early July. But […]
A Lesser-Known Way for Oregonians to Save on Taxes—and Change Lives
Whether you’re looking to defray a mounting tax bill, leverage assets to help others, or both, the Oregon Individual Development Account (IDA) Initiative may be for you. A unique way […]
Will I Be Taxed on the Sale of My Home?
Putting a house on the market this spring and anticipating a windfall? You’re not alone. With soaring home values nationwide, many homeowners can expect a tidy profit from selling their […]
It’s the Most Wonderful Time for Year-End Financial Planning
As December days dwindle, it’s time to wrap up financial planning tasks for the year. Less onerous than a day of shopping at a crowded mall, year-end financial housekeeping is […]
As Proposed Federal Tax Changes Simmer, Do I Need to Act?
The proposed Build Back Better Act is jam-packed with a number of significant impacts on tax rates, Roth IRA strategies, and common estate planning techniques, including gifts to trusts. While […]
A Picture Perfect Way to Save on Oregon Taxes
What if you could save money on state taxes, boost the local economy, and support Oregon’s film, television, and interactive industry at the same time? The Oregon Production Investment Fund […]
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