With many large commercial contractors throughout the Northwest, we maintain a
close network with banks, bonding companies, and other
key players who rely on the financial statements we
prepare.

(Click on newsletter to download PDF.)


Client Bulletin – February 2018

1. Solving the annuity puzzle
2. Deducting employee business expenses
3. Insuring key people at small companies
4. Tax calendar

Client Bulletin – January 2018

1. Investing In 2018:Dividend Stocks
2. Investing In 2018: Defensive Funds
3. Small Companies Need Plans for Natural Disasters
4. Tax Calendar

Client Bulletin – December 2017

1. Pros and Cons of Asset Management Fees
2. Win With a Roth IRA Reversal
3. Year-End Thank You Gifts From Business Owners
4. Tax Calendar

Client Bulletin – November 2017

SPECIAL ISSUE
2017 Tax Planning Roundup
1.Uncertainty Hampers Year-End Tax Planning
2. Year-End Planning for Investors
3. Year-End Retirement Tax Planning
4. Year-End Tax Planning for Charitable Donations
5. Year-End Business Tax Planning
6. Tax Calendar

Client Bulletin – October 2017

1. Prepare Your Kids for Financial Independence
2. New IRS Ruling May Rescue Estate Plans
3. Tax Court Approves 100% Business Meal Deduction
4. Tax Calendar

Client Bulletin – September 2017

1. Ginnie Mae Funds for Your Retirement
2. Tax Credits Beat Tax Deductions
3. R&D Tax Credits for Small Companies
4. Tax Calendar

Client Bulletin – August 2017

1. College Costs Really Are Increasing Again
2. Start FAFSA Planning Earlier
3. Asset Allocation in 529 Plans
4. Outlining the Trump Tax Plan
5. How Small Business Retirement Plans Compare
6. Tax Calendar

Client Bulletin – July 2017

1. Calculating Retirement Needs
2. Taxable Versus Tax-Deferred Accounts
3. Small Companies Can Do Well While Doing Good
4. Tax Calendar

Client Bulletin – June 2017

1. The Third Best Investment You Can Make
2. Prenups Can Serve Many Purposes
3. Solo 401(k) Plans for Companies Without Employees
4. Tax Calendar

Client Bulletin – May 2017

1. Tax-Wise Portfolio Rebalancing
2. Social Security Strategies That Still Work
3. With Retirement Plans, SIMPLE May Be Better
4. Tax Calendar

Client Bulletin – April 2017

1. Dealing With an IRS Audit
2. Deciding About a Vacation Home
3. ESOPs as Retirement Plans
4. Tax Calendar

Client Bulletin – March 2017

1. Playing Defense as Stock Prices Soar
2. Holding Down Premiums for Medicare Part B
3. Safe Harbor 401(k) Plans for Small Companies
4. Tax Calendar

Client Bulletin – February 2017

1. After-Tax Dollars in Traditional IRAs
2. “Combo” Products for Long-Term Care Coverage
3. Defined Benefit Plans for (Very) Small Companies
4. Tax Calendar

Client Bulletin – January 2017

1. Be Cautious With Hard-to-Value IRAs
2. The “Other” Exchange-Traded Funds
3. Profit-Sharing Plans for Your Small Business
4. Tax Calendar

Client Bulletin – December 2016

1. Seeking a Stable Retirement
2. Foreign Stock Funds Can Be Doubly Taxing
3. Automatic Enrollment Retirement Plans
4. Tax Calendar

Client Bulletin – November 2016

Special Issue 2016 Tax Planning Roundup

1. More Certainty for Year-End Tax Planning
2. Year-End Planning for Itemized Deductions
3. Year-End Planning for Deducting Taxes Paid
4. Year-End Planning for Charitable Donations
5. Year-End Planning for Medical Deductions
6. Year-End Retirement Tax Planning
7. Year-End Business Tax Planning


Client Bulletin – October 2016

1. Financial Steps to Take After a Child Is Born
2. Investing in Gold Can Be Taxing
3. What Goes Into a Wellness Program?
4. Tax Calendar

Client Bulletin – September 2016

1. Customization Comes to Target-Date Funds
2. Drawing Down Your Portfolio in Retirement
3. Setting Paid-Time-Off Policies
4. Tax Calendar

Client Bulletin – August 2016

1. The True Cost of Higher Education
2. Make the Most of College Financial Aid
3. Campus Tax Credits Can Top Tax Deductions
4. The Second Best Investment You Can Make
5. Using IRA Money to Buy a Business Can Be Dangerous
6. Tax Calendar

Client Bulletin – July 2016

1. What the New Federal Fiduciary Rule Means to Investors
2. ETFs Can Be Plain or Fancy
3. Disaster Planning Versus Succession Planning
4. Tax Calendar

Client Bulletin – June 2016

1. Should You Pay Summer Interns?
2. Planning for Today’s Pensions
3. Putting Your Money Into Timeshares
4. Tax Calendar

Client Bulletin – May 2016

1. Health Insurance and Divorce
2. Fun and Games... and Taxes
3. New Law May Boost C Corporations
4. Tax Calendar

Client Bulletin – April 2016

1. Deducting Sales Taxes
2. IRA Charitable Donations
3. Higher Education Tax Breaks
4. Tax-Free Investment Gains
5. Business Tax Benefits
6. Tax Calendar

Client Bulletin – March 2016

1. Deducting Charitable Gifts
2. Tax-Efficient IRA Withdrawals
3. Cybersecurity for Business Owners
4. Tax Calendar

Client Bulletin – February 2016

1. Deducting Interest Paid
2. The IRS May Put You on Hold
3. Portability in Estate Planning
4. Tax Calendar

Client Bulletin – January 2016

1. Deducting Taxes Paid
2. Deducting IRA Contributions
3. Going Outside to Sell Your Company
4. Tax Calendar

Client Bulletin – December 2015

1. Investing for the Long Term
2. QTIP Trusts Still Offer Advantages
3. Put Cadillac Health Plans on Your Road Map
4. Tax Calendar

Client Bulletin – November 2015

Special Issue
2015 Tax Planning Roundup

1. Will the Third Shoe Drop?
2. Year-End Investment Tax Planning
3. Year-End Family Tax Planning
4. Year-End Retirement Tax Planning
5. Year-End Charitable Tax Planning
6. Year-End Business Tax Planning
7. Year-End Estate Tax Planning
8. Tax Calendar

Client Bulletin – October 2015

1. Cons and Pros of Roth IRAs
2. Where to Find Investment Income
3. Social Media for Business Owners
4. Tax Calendar

Client Bulletin – September 2015

1. Past Losses Offer Winning Opportunities
2. Supreme Court Decision May Affect State Taxes
3. Ongoing Responsibility for Retirement Plans
4. Tax Calendar

Client Bulletin – August 2015

1. Facing College Costs
2. What You Should Know About Student Loans
3. Restructuring Education Debt
4. Why You Need a Will
5. SIMPLE 401(k) Plans May Appeal to Employees
6. Tax Calendar

Older Bulletins:

July 2015

June 2015

May 2015

April 2015

March 2015

February 2015

January 2015

December 2014

November 2014 – Special Issue

October 2014

 

 

7410 SW Beveland Road
Tigard, Oregon 97223
503-670-9863

 

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