Article | June 4, 2025 Part 2: What is the Oregon Natural Resource Exclusion, and how does it work? The Oregon Natural Resource Exclusion allows qualifying estates to exclude…
Posts By: Isler CPA
Economic upheaval doesn’t just bring challenges – it opens the door for businesses that are willing to adapt. Now is the time to rethink your operations and uncover new opportunities for growth.
Has your business outgrown basic bookkeeping? If you’re facing bigger decisions, more complexity, or uncertainty about your financial future, it may be time to consider whether you need more strategic financial support than a bookkeeper can provide.
Article | April 08, 2025 Part 1: What are the Oregon Natural Resource Exclusion and Oregon Natural Resource Credit? Oregon is the worst state in the union in which…
Article | April 08, 2025 Oregon residents considering transferring wealth should act now to take advantage of the federal estate tax exclusion, currently set at $13.99 million per individual. This…
Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Discover how to handle home sale exclusions after losing a spouse, with a focus on the crucial two-year mark.