Beyond the Numbers
Tax Filing Season: A Guide to Working with Us
Tax season is officially underway, so it’s the perfect time to gather your documents and prepare for a smooth filing process. Working with a tax preparation firm like...
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...
Tax Update: What Just Changed and Why It Matters
Updated May 2026 The summer of 2025 brought significant tax law changes at both the state and federal levels. Washington State enacted several new taxes and expanded...
Important Information about the 2023 Oregon Tax Kicker
On October 9, the Oregon Department of Revenue confirmed Oregon taxpayers will receive part of a record-breaking $5.6 billion kicker state tax credit in 2024 when they...
Reselling Tickets for Profit? Be Prepared to Pay Taxes.
A new IRS reporting threshold went into effect this year for transactions on third-party platforms, such as Ticketmaster or StubHub. Now, if you sold even one ticket...
5 Great Money Ideas
Here are 5 great money tips to help you get ahead or move into a better financial position. Make savings automatic. Take steps to make your savings happen...
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