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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: June 2024

No matter what season of life you find yourself in, the IRS will probably find a way to tax it. In this month’s newsletter, read through several situations where a tax planning session might make sense to help you try and cut your 2024 tax bill.

Also learn how to prepare yourself financially when purchasing a vehicle, several ideas to unplug during this year’s summer season, and why every impression matters in the world of business.

As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns.

Contents

Newsletter Archive

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