Why Should I hire a CPA?

When 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 More

2022 year-end tax planning for small businesses

Year-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 More

Top 5 Ways To Reduce Business Taxes

Every 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 More

5 Things to Know about Oregon’s personal taxes

Tax 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 More

Estate Planning in 2021 and Beyond

The new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit. And while it’s hard […]

Read More

Taking a Closer Look at Cryptocurrency

What do you know about cryptocurrency? Though it’s a hot topic much discussed by some investors, this relatively new digital currency remains potentially confusing. Gain a clearer understanding of Bitcoin and other types of cryptocurrency with these frequently asked questions. What is cryptocurrency?Cryptocurrency, often shortened to just “crypto,” is a type of unregulated virtual currency. […]

Read More

How High Earners Can Save for Retirement

How much do you earn each year? The answer to that question can affect how you approach saving for retirement. If you earn above a certain amount, you cannot make direct contributions to a Roth IRA, for example. Are you wondering about the retirement savings options for high earners? Here are a few details to […]

Read More

What to Know About Custodial Accounts

Are you wondering about different ways to invest in your family’s future?  A custodial account can help you give your children (or another young family member, like a niece, nephew, or grandchild) financial support for their college education. Read more in the ROI Financial PDF file below.

Read More

Buying a Second Home: What to Consider

At some point, many people consider buying a second home.  This new property might be your vacation getaway or an addition to your investment portfolio. But, just like buying your first home, such a large purchase requires careful consideration.  These four questions can help guide you as you weigh the potential benefits and challenges of […]

Read More