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Image of a grandfather with a child, saving money in a piggy bank

The Next Step in Protecting Your Wealth

As a doctor, you’ve worked tirelessly to build a thriving practice and with it, meaningful wealth. But creating wealth is only the beginning. The true measure of success is ensuring that it endures, safeguarding your family’s future for generations while … Read more…

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Oregon SB 1510A Extends PTE-E Through 2027

Dear Clients, Oregon’s 2026 legislative session delivered significant news for pass through business owners. SB 1510A, now passed by both chambers and awaiting the Governor’s signature, includes a highly anticipated provision: the extension of Oregon’s Pass-Through Entity Elective Tax (PTE-E) … Read more…

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