Market Minute: Long-term interest rates and policy uncertainty
November 10, 2025
Economists’ are forecasting muted long-term interest rates by the end of next year, even as expansionary fiscal policies kick in. …
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Managing Partner’s Message: Navigating the Noise Around Tax Strategies
August 11, 2025
Article | August 11, 2025 Over the last few months, I’ve noticed a growing number of social media posts promoting tax-saving strategies, many of which claim to help high-income earners...…
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What To Do With Old Retirement Accounts
December 4, 2023
You likely have at least one old retirement account if you’ve ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we’ll provide options for what to do with those old accounts. …
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2021 Midyear Check-In
August 25, 2021
It is the middle of August and like most people you are probably enjoying the summer season. I particularly enjoy the long days, warm nights, and time with my family....…
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Disaster Relief Payments
September 18, 2020
Qualified disaster relief payments received by an employee can be excluded from gross income under the Internal Revenue Code Section 139 Once President Trump declared COVID-19 and the Oregon Wildfires...…
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Should I use a SEP IRA If I Have Employees?
November 6, 2019
Most employers who want to avoid the administration costs of a 401(k), deliberate between the traditional (or Roth IRA), SIMPLE plan, or a SEP IRA. The SEP IRA is usually...…
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The Isler Method for Savings on Taxes
September 13, 2019
As a business owner, how much taxes will I save using Isler CPA? Isler CPA combines entity choice, retirement planning, traditional business tax deductions, and even leveraging your children to...…
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Planning for Your Taxes in 2018 part 4: Changes to Meals and Entertainment Deductions
August 6, 2018
This is the fourth installment of our monthly tax blog about the Tax Cuts and Jobs Act. In previous posts, we have discussed changes to tax rates, standard and itemized...…
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New Proposal for Fiduciary Standard for Brokers Coming in Fall, 2018?
January 23, 2018
Faced with differing standards for investment advisers and brokers, the SEC is preparing a consistent standard for both. SEC chair Walter Clayton has said that clarity and consistency are key...…
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Employee Benefits UPDATE: Oregon Retirement Savings Plan
June 20, 2017
Saving for retirement can be difficult at any time, especially taking the time to setup a retirement plan. Only about half of working Oregonians have access to employer provided retirement...…
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