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Tax Day
Total Solar Eclipse
Today a total solar eclipse will be visible, weather permitting, across much of the eastern United States,...
Beneficiary Designations
Tax season means many people are reviewing accounts, making (Roth) IRA contributions, depositing refunds, and generally tidying...
Spring Break
This week is spring break for most schools across Oregon, including our local K–12 districts (Bend-La Pine,...
Welcome Spring
Today is the March equinox, also known as the vernal or spring equinox in the Northern Hemisphere....
Happy Pi Day!
Call us irrational, but we love pi! March 14th is recognized by many as Pi Day in...
Spring Forward
Daylight Saving Time began today at 2:00 AM, so it’s time to roll your clocks forward one...
New Simple Estate Affidavit
The Small Estate Affidavit recently became the Simple Estate Affidavit, making a revocable living trust an even...
It’s Leap Day!
The Earth takes 365 days, 5 hours, 48 minutes, and 56 seconds to orbit the Sun. Leap...
Happy Presidents' Day!
George Washington's Birthday (February 22, 1732) has been used to honor all those who have served as...
2024 Annual Exclusion Amount: $18,000
Gifts of unappreciated property (like cash or its equivalent) below the Annual Exclusion amount are an excellent...
Remote Video Conferencing Options
With this week’s icy weather causing treacherous travel conditions at times, we wanted to remind everyone that...
$17,000 Annual Exclusion Amount
The holidays are a great time to remember that gifts of unappreciated property (like cash or its...
2024 CMS Income & Resource Standards
The Centers for Medicare & Medicaid Services (CMS) has released updated SSI, Spousal Impoverishment, and Medicare Savings...
2024 IRS Tax Inflation Adjustments
The Internal Revenue Service (IRS) has announced its annual inflation adjustments for a variety of tax provisions....