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Welcome to our Blog

Now that tax season is behind us, we can start planning for this year. Here are some things that you can do:

Put money into a retirement account like a 401K, 403B, SEP, SIMPLE, or Traditional IRA to defer your taxable income until you retire.

Put money away for children or grandchildren into the Oregon College 529 Savings Plan.

In addition, if you are planning on taking out a large distribution from a retirement account, thinking of switching over from a Traditional IRA to a Roth IRA, selling your house or rental, please call us and schedule an appointment to go over the tax ramifications.

Have a great day. We are here to serve our clients year round.


Client Update Newsletter: August 2022

Welcome to the last month of traditional summer vacation! And what better way to lead the final month of summer vacation by outlining ideas to save money while taking that long-deserved break.

This month's letter includes a review of five ways to take advantage of IRA accounts to reduce your tax burden. All done with plenty of time to implement the ideas before the end of the year.

There is also an article to help avoid the tax penalties built into the hobby tax code that excludes the ability to deduct your expenses.

All this plus lots of tips to improve your credit score!

Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have.

Contents

Newsletter Archive

Please note: Some material may be time-sensitive and may no longer apply.
Please contact us with any questions.