You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give. You might consider a more strategic approach to…
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should…
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should…
We’re proud to co-present at this upcoming symposium in partnership with Willamette Valley Hospice. Join us for an informative morning session on the later years of life. Your choice of engaging sessions: • Legal Issues with Aging • Oregon’s Death with Dignity Act • Options for Senior Living • Home Health, Palliative Care, & Hospice…
As women, we tend to spend much of our time caring for others. Planning ahead for life’s inevitable rough spots is one of the best ways we can care for ourselves and the ones we love. Women’s Worth is a free event is led by local female professionals, myself included. Our aim is to guide…
Since 1950, the Salem Chamber has honored those who exemplify servant leadership. These are individuals who, through their business, volunteering, and philanthropic efforts, improve the lives of those in the community by serving first. The First Citizen Awards Banquet recognizes individuals in the categories of Outstanding Young Professional, Distinguished Service Award and First Citizen. These men…
For those of you with a charitable heart over 70.5, you might have donated to your favorite charity directly from your IRA last year. This gifting strategy, technically called a Qualified Charitable Distribution (QCD), has increased in popularity over the past 12-months, thanks to recent tax reform. The Tax Cuts and Jobs Act of 2017…
At the start of every new year, our team sets aside a day to gather offsite. Yesterday, we celebrated the accomplishments of our firm and staff, analyzed the missed opportunities and set goals for the year ahead. Here are some of the highlights: We hired Sarah Sepulveda While we knew we wanted to bring on…
We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout. David Cahoone, PA covered tax law changes, opportunities within charitable gifting and updates to consider moving forward. Larry reviewed…
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should…