The OBBBA Car Loan Tax Deduction
July 24, 2025
If you’re shopping for a new car, there’s a limited-time tax break that could save you thousands of dollars. However, there’s a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more. …
Read More
You Asked: Oregon Natural Resource Exclusion & Credit (Part 3)
July 2, 2025
Article | July 2, 2025 Part 3: What is the Oregon Natural Resource Credit, and how does it work? The Oregon Natural resource Credit is similar to the Oregon...…
Read More
You Asked: Oregon Natural Resource Exclusion & Credit (Part 2)
June 4, 2025
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...…
Read More
Fed maintains rates but signals risk of stagflation
May 7, 2025
The Federal Open Market Committee held its policy rate steady in a range between 4.25% and 4.5% on Wednesday. But the Fed updated its policy statement in which it highlighted the risk of stagflation because of the significant shift in U.S. trade policy. …
Read More
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...…
Read More
AI for the chief risk officer
May 1, 2025
Chief risk officers are invited to register for a live AI webinar featuring strategies to manage compliance while still encouraging innovation. …
Read More
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...…
Read More
Family Loans and Gifts: Avoiding a Tax Headache
March 31, 2025
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. …
Read More
Market minute: Drill, baby, drill and the 25% tariffs on steel and aluminum
March 14, 2025
The spot price of 5.5-inch diameter North American steel pipe, used by drillers to extract oil, has soared more than 20% over the past month. …
Read More
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. …
Read MoreLatest Articles