2019 Year End Tax Planning Opportunities

Now that both the initial and extended 2018 filing seasons have passed, it’s time to focus on 2019’s taxes and steps to take to leverage additional savings in the closing months of the year. There are steps that can be made now to improve a taxpayer’s position and create additional

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Oregon’s New Corporate Activity Tax (CAT)

On May 16, 2019, Oregon Governor Brown signed House Bill 3427, which adopts a new Corporate Activity Tax (CAT) imposed on all types of business entities. The CAT will be in addition to Oregon’s current corporate income tax. The US Supreme court ruling in South Dakota v. Wayfair opened the

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Maximize Endowments by Leveraging Life Insurance

During your lifetime, there are many drivers for seeking life insurance policies; oftentimes to function as a replacement of income in the event of tragedy or other loss.  Each situation is unique; however, and beneficiaries can be set as family members, children, a closely held business or even a business

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