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Category: Taxes

Documents to collect for filing my 2023 tax return

What Documents Do I Need to Collect for Filing My 2023 Tax Return?

Whether you keep everything in a shoebox or online, ensuring you have everything you need to file your taxes is a big task. Let this handy guide help you get organized.
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Beginning of the Year

What Issues Should You Consider at the Start of the Year?

Resolutions aside, the beginning of a new year is always a great time to take stock of your family's finances and plan for the year ahead. Let our handy checklist walk you through some key areas.
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Portland high taxes

Tired of thorny Rose City taxes? Here’s what to consider when weighing a move out of Portland

High taxes are prompting many Portland residents to consider moving out of Multnomah County. If you're one of them, here’s a framework for weighing that decision.
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HSA

It’s Open-Enrollment Season. Is an HSA Still Right for You?

High-deductible health plans have gained popularity among numerous employers. Is it worth contemplating one for yourself?
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Review your tax returns

What Issues Should I Consider When Reviewing My Tax Return?

You worked hard to get all your info to your CPA as soon as possible to have your taxes filed and completed by April 18th. Barring any extensions or other issues, you’ve likely received your return by now. If you’re like most people, you either celebrate the refund or bemoan the amount owed, and then move onto other things. 
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Lower Your Tax Burden

Live in a High Tax State Like Oregon? Here Are 9 Ways to Lower Your Tax Burden

I can’t wait to do my taxes, said no one ever. This especially rings true if you live in Portland, Oregon. 
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Secure Act 2.0

What The Secure Act 2.0 Means For You

At the end of 2022, the Consolidated Appropriations Act was passed, which included a retirement bill known as SECURE Act 2.0. This law was built upon the original SECURE Act legislation passed in 2019. 
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Charitable Giving

How To Create a Charitable Giving Strategy

These days, requests for charitable donations are a year-round occurrence. Whether it’s giving money after a natural disaster, a request from your alma mater, or simply being asked whether you want to “round up” at the checkout line, there are endless opportunities to give. 
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Roth Conversion planning

Does a Roth Conversion Make Sense for Me?

As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about. 
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Optimism Among Uncertainty

3 Reasons for Optimism Among Market & Economic Uncertainty

It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars. 
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