Bookkeeping is an important business task for every small business owner, but if you don’t like doing it, you’re not the only one. It’s always fun to look at your profits, but what about all the reports and categorizing? Maybe not as much! Small business owners must be involved in the financial administration of their […]
Read MoreWhen someone passes away or becomes incapable of managing their own affairs, an estate plan specifies who will inherit and manage their property. Estate planning is critical because it relieves the legal successors of paying the transfer taxes that would have been incurred if the estate had not been planned. If the beneficiary is under […]
Read MoreAre you concerned about when you should start saving for your child’s education? Keep reading! If you’re a parent, you know how difficult it is to plan for your family’s financial future. Health insurance, life insurance, general insurance, and even standard savings and investments are among the many considerations. With so many options accessible, it […]
Read MoreWhen it comes to business and taxes, they always seem to be getting more complicated with each passing year. Most business owners don’t have the expertise that is needed to make sure they’re following the ever-changing tax laws. Certified Public Accountants are reliable professionals. They assist businesses on a full scope of taxes and financial […]
Read MoreYear-end taxes are an essential part of tax planning for all individuals and businesses. Even if you’re a small business owner or self-employed with no other employees on your payroll, you can remarkably affect the amount of tax you pay at the year-end depending on the amount of preparation and planning you add into business […]
Read MoreEvery penny counts when you’re a small business owner. Similarly, many successful business owners suffer because of their lack of time. There just aren’t enough hours in the day to get everything done yourself when you’re running a business. However, please make sure you have scheduled a few hours to work with your accountant/financial planner […]
Read MoreTax year-end is just around the corner this year. If you’ve already filed your return or are about to do so, here are five things to keep in mind regarding Oregon personal taxes. 1. Oregonians are taxed on the things that matter to them Taxes are crucial to the well-being of our communities. Educating our […]
Read MoreWe bank, shop, schedule doctor’s appointments, and share photos and life updates online. With the constant threat of cybercrime and online fraud, how can you keep your sensitive information safe and protect your online privacy? You probably already have the basics covered, but it’s never a bad idea to review the best ways to protect […]
Read MoreDo you and your family want to make a positive impact in the world? Your family can create a plan for charitable giving to help fund nonprofits that support causes you care about. Philanthropy can also bring families together and serve as a beneficial tax strategy. So how do you build an effective giving plan? […]
Read MoreRetirement is a huge goal, but it probably isn’t your only financial objective. Other significant milestones in your future might be buying a second home, taking your dream trip or helping your kids or grandkids with college. How do you manage – and make progress toward – multiple goals?
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