INDIVIDUALS & FAMILIES

Trustworthy Guidance for Family Financial Success

Providing tax and financial guidance to individuals & families

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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

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August 22, 2023

Paid Leave Oregon: New Resources

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

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March 6, 2025

March 2nd Update: Treasury Department Announces It Will Not Enforce Non-Compliance of BOI Reporting Requirement

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. The Treasury Department announced on March 2, that it will not enforce any penalties or fines related to the beneficial ownership information (BOI) reporting rule under the Corporate Transparency Act, both under the current deadlines … Read more…

U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement

February 21, 2025

BOI Reporting Deadline Now March 21 – U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement… Once Again

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. A February 18th FinCEN alert notified businesses that the U.S. District Court for the Eastern District of Texas reinstated the beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act (CTA).  FinCEN indicated that during the … Read more…

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