Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, February 17, 2020

So when should you hire a local CPA, bookkeeper or an accountant? We often get this question and ask the question back "what are you trying to do?". Most of the time, our clients don't know the differences between them so we go on to...

Tuesday, January 7, 2020

Beginning January 1, 2020, contributions to the Oregon College Savings Plan will no longer be eligible as a subtraction from Oregon taxable income. Instead, Oregon taxpayers will be eligible to receive a tax credit for any...

Monday, October 14, 2019

Oregon First-Time Home Buyer’s Incentive Beginning January 1, 2019 and ending December 31, 2026, Oregon allows an income subtraction for first time home buyers with qualified savings accounts in the state. This program allows...

Thursday, October 3, 2019

Here are 3 overlooked tax deductions & credits you may be missing Child & dependent tax credit Do you have children under the age of 17 who are claimed as dependents on your tax return? If so, you may qualify for a tax credit up to $2...

Monday, August 5, 2019

9 FACTS ABOUT RETIREMENT Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it...

Show All

Monday, May 6, 2019

If all the general requirements (which vary based on your level of taxable income) are met, the deduction can be claimed for a rental real estate activity - but only if the activity rises to the level of being a trade or business. An...

Saturday, March 9, 2019

Tax filing season is here again, and millions of hardworking Americans are already dreaming of those fat refund checks. Unfortunately, many of them may be disappointed this year. The combination of recent changes to the tax law and...