INDIVIDUALS & FAMILIES
Trustworthy Guidance for Family Financial Success
Providing tax and financial guidance to individuals & families
Individuals & Families look to us to provide:
- Early planning to help maximize potential tax savings and minimize tax liabilities
- A plan to manage assets to their highest potential, and minimize the estate tax impact on their family
- A plan that incorporates the impact and opportunity of investing in a second home, commercial property or rentals
- A plan to effectively manage debt to achieve financial goals
- Comprehensive Tax Planning & Tax Return
- Retirement & Insurance Planning
- Estate & Trust
- Real Estate Planning
- Savings & Debt Management
Our tax professionals work with you to assess your unique financial situation and goals. Our client meetings can take place online, in our office, or at your location.
We support individuals, families, and those with unique financial situations and goals. Together, we collaborate to develop a plan for tax, estate, and financial management success.
Meet the Individuals & Families Team
Recent Oregon Tax News
October 13, 2023
The Oregon Office of Economic Analysis (OEA) has confirmed a more than $5.61 billion revenue surplus in the 2021-2023 biennium, triggering a tax surplus credit, or “kicker,” for the 2023 tax year. The surplus—the largest in state history—will be returned … Read more…
September 6, 2023
The State of Oregon Employment Department has announced that Assistance Grants are now available to small employers (fewer than 25 employees) who choose to pay into the Paid Leave Oregon program. These grants offer financial help to hire a temporary … Read more…
August 22, 2023
The Oregon Employment Department (OED) made available several new resources that employers can provide to employees who may need to apply for Paid Leave Oregon. As a reminder, employees could start applying on August 14th. These resources include:
Recent U.S. Tax News
December 14, 2023
Please Note: It is the sole responsibility of business owners to comply with the Corporate Transparency Act (CTA), including meeting Beneficial Ownership Information (BOI) reporting requirements, the collection of relevant ownership information, and the filing of BOI reports to FinCEN. … Read more…
November 29, 2023
For the second consecutive year, the IRS has postponed implementation of a new rule that would have led to an estimated 44 million taxpayers receiving tax forms from payment apps and online marketplaces such as Venmo and eBay. While the delay should … Read more…
November 3, 2023
Starting January 1, 2024, a significant number of businesses will be required to comply with the Corporate Transparency Act (“CTA”). The CTA was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires … Read more…
