January Newsletter: Tax Season Edition

January Newsletter: Tax Season Edition

For 2025 tax return filing, we’ve put together key information to help make the process smooth, secure, and as stress-free as possible for you. Below find what to expect, what we need from you, and helpful resources to keep things moving efficiently. Step 1: Get...
2025–2026 Tax Law Update: An Event Recap

2025–2026 Tax Law Update: An Event Recap

Written by Heidi Johnson Bixby, CFP®, and Ralph Doggett, CFP®, EA. At our recent 2025–2026 Tax Law Update event, we unpacked one of the most wide-ranging sets of tax changes in years: the H.R. 1 law, also known as the ‘One Big Beautiful Bill’ Act, enacted on July 4,...
Year-End Tax Cutting Moves to Consider

Year-End Tax Cutting Moves to Consider

Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Max out pre-tax retirement savings. The deadline to contribute to a 401(k) plan to get a 2023 taxable income reduction is December 31st. So...

Oregon Paid Leave

Effective January 1, 2023 employers were required to start making contributions to the Paid Leave Oregon fund.  The law applies to both public and private employers with one or more employees, and self-employed individuals may opt in for coverage. Employers with less...