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
Our Services
- Comprehensive Tax Planning & Tax Return
- Retirement & Insurance Planning
- Estate & Trust
- Real Estate Planning
- Savings & Debt Management
How We Work With You
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 30, 2024
In another twist for small-business owners, a federal court has once again halted the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting requirement. On Thursday, December 26, a Fifth Circuit Court of Appeals panel vacated a prior decision made … Read more…
December 26, 2024
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. On Monday, December 23, 2024, the Fifth U.S. Circuit Court of Appeals lifted the nationwide injunction issued earlier this month against the Corporate Transparency Act (CTA). Monday’s ruling revives the immediate enforceability of the CTA, … Read more…
December 17, 2024
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. On December 3, 2024, a Texas district court order placed a nationwide preliminary injunction on enforcement of the Corporate Transparency Act (CTA), placing the Beneficial Ownership Information (BOI) reporting requirement and its January 1, 2025 deadline on hold. The Department of Justice … Read more…
