by Gavin Heslop | Mar 20, 2020 | COVID-19, News
Please use the following links for vital information regarding Covid-19 that should be up to date information. IRS website Oregon Department of Revenue website California Department of Revenue website Other 48 states – AICPA website Portland business taxes website CDC...
by Gavin Heslop | Mar 20, 2020 | COVID-19, News
We want to keep you up to date in regards to the Covid-19 coronavirus and how it is affecting not only us and our team but also how it affects you as a valued client during the 2021 tax season. We hope that you are staying safe during this unprecedented time. Current...
by Gavin Heslop | Jan 12, 2017 | News
We are very excited to announce our Silver level sponsorship of the 46th Annual Estate Planning Seminar in Portland, OR. This is our fourth straight year being a Silver sponsor and maintaining a booth at the event, and we are proud to be continuing the tradition. This...
by Gavin Heslop | Dec 5, 2016 | News
Suppose a relative gives you an expensive painting. Several years later, your relative dies and you decide to sell the painting. Your accountant says you’ll owe capital gain tax on the sale, and asks for your basis in order to reduce the amount on which...
by Gavin Heslop | Dec 5, 2016 | News
Deciding when to buy a stock is often easier than determining when to sell. As you’re reviewing your portfolio at year-end, consider these situations that may indicate the right time to sell. When there are no tax consequences If you hold stock in a retirement...
by Gavin Heslop | Dec 5, 2016 | News
Are you wondering if your social security retirement, survivor, and disability benefits will be subject to federal income tax on your 2016 return? Generally, when these benefits are taxed is determined by your “provisional income.” Provisional income (PI)...