The “Perfect Storm” for Estate Planning and Lifetime Gifts
The pandemic has brought unprecedented challenges to the way we do and think about things. People are worried about their financial future, and what may be coming around the corner in the form of policy and consumer behavior. There is … Read more…
Family Business Advisor Robin Matthews on the Modern Challenges Facing Family Businesses
There are good things and bad things about being involved in a family business. Research shows that family enterprises have greater longevity, better business practices, generate plenty of wealth for owners, and are less likely to…
Book Review: Keeping the Family Baggage Out of the Family Business
When considering a successful family business, we tend to focus on the external outcome rather than all of the challenges and effort that goes into making it successful. The reality is that, when you mix business and family, conflicts of … Read more…
Oregon Corporate Activity Tax Update
ALERT: The Oregon Department of Revenue is adjusting requirements of businesses making estimated quarterly payments of the Corporate Activity Tax. Beginning immediately, the Oregon Department of Revenue has revised OAR 150-317-1300, dated April 27, 2020, to reflect a change in … Read more…
Will Outsourced Bookkeeping Benefit Your Business?
Successful businesses of all sizes have one thing in common: they keep good records. Owners and investors look to financials to assess a company’s health; debtors and vendors review financial statements before entering into contract; and financial reports help make strategic … Read more…
Benefits 2.0: Looking at the Future of Talent Retention
In an environment with a booming economy and record-low unemployment, talent retention is key to the ability of a thriving business to meet customer demand. The stakes are high when top talent leaves an organization in today’s job market. Talent … Read more…
Book Review: Getting Naked
Getting Naked is a book in Patrick Lencioni’s fable series. While maybe not quite as exciting as the title would suggest, it provides an excellent ideology pertaining to consulting that could be applied on many levels, and certainly in more areas than consulting. … Read more…
Claiming the Home Office Deduction
With the passing of the Tax Cuts and Jobs Act in 2018, the tax deduction benefit you have received in the past for your home’s property taxes and home mortgage interest will most likely be limited in 2018 and future … Read more…
Strategic Planning for your Business
Is your business positioned to take advantage of future opportunities? Businesses often start with a great idea or a new emerging product. Unfortunately, they can also die from the same opportunity if they don’t know how to adapt. A business stagnates when it isn’t regularly looking for new opportunities, or reacting appropriately to the changing environment…
Book Review: The Five Dysfunctions of a Team – A Leadership Fable
The Five Dysfunctions of a Team by Patrick Lencioni is a must read for anyone that works in a close team environment. Patrick Lencioni uses a fictional story to lay the groundwork for a model that applies to any team. The story is engaging and keeps the reader’s attention as we learn about how to create a functional team…
