Even private clubs have unclaimed property exposure
May 15, 2025
Private clubs are often overlooked for unclaimed property, but payroll and vendor checks, membership fees, and equity interests could qualify. …
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You Asked: Oregon Natural Resource Exclusion & Credit (Part 1)
May 5, 2025
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...…
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Estate Planning Q&A: Charitable split interest trusts explained
April 14, 2025
Key differences, benefits, and strategic uses of charitable split interest trusts (CLAT, CLUT, CRAT, CRUT, NIMCRUT, FLIPCRUT and more). …
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You Asked: Gifting Strategies in Oregon: Maximizing Benefits Before 2026
April 8, 2025
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...…
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Estate planning in 2025: What you can do now
March 18, 2025
Estate planning strategies for uncertainty. Proactively build flexibility into your plans. Secure your legacy amidst tax changes. Learn how now. …
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Common Beneficiary Mistakes That Can Wreck Your Estate Plan
March 5, 2025
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. …
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You Asked – Will I owe a gift tax?
January 8, 2025
Unlock the mystery of gift tax liabilities and their potential impact on the next generation with this insightful article. Delve into strategic estate planning with expert advice from CPA Joseph Lewis. …
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How individuals and families can plan for tax changes under Trump in 2025
November 14, 2024
How individuals and families can prepare for potential tax changes in 2025 under the new Trump administration and unified Republican Congress. …
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Tax in Motion 2024 series: Tax planning forum
October 22, 2024
Join RSM’s webcast forum for insights and tips on potential tax policy shifts, federal tax positions and year-end tax planning. …
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2024-25 annual tax planning guide for individuals and families
October 21, 2024
A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025. …
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