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 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 MoreThe 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 MoreWhat 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 MoreHow 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 MoreAre 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 MoreAt 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 MoreAs you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it is surprisingly easy to forget about the basics. That is why even the wealthiest among us can end up picking up less-than-ideal habits. No matter your situation, it is a good […]
Read MoreOne part of planning your legacy and making your wishes known involves doing some digital and physical organizing. Do you have all your key legal documents in an easily accessible but secure place? Here is what to have on hand and what to keep in mind as you put your essential information in order.
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