What Financial Documents Do I Need To Keep On File?
Need a break from the heat? Cool off with some shredding and filing. Our handy checklist will help you decide what to keep and what to purge.
Category: Taxes
Feeling the Bite from High Oregon Taxes? The Kicker May Help
Oregon taxpayers will receive the biggest "kicker" in state history, representing approximately 44 percent of the taxes paid in 2022. The largest return in history will come in handy for those living in Multnomah County, which has some of the highest tax rates in the nation.
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.
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.
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.
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?
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.
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.
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.
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.