Category Archives: Tax Strategy & Compliance

New in 2020: Oregon Corporate Activities Tax (CAT)

Oregon Corporate Activities Tax The new Oregon Corporate Activities Tax becomes effective January 1, 2020.  While the legislation (House Bills 2164 and 3427) is in place and some aspects of the new tax are clear, many details have been left … Continue reading

Posted in Tax Strategy & Compliance

Qualified Opportunity Zones

We have been asked a lot of questions about Qualified Opportunity Zones recently. Below is some information you may find useful. Please contact our office if you have any specific questions or would like further information. You have 180 days … Continue reading

Posted in Business Strategy & Best Practices, Tax Strategy & Compliance

2015 Tax Planning Letter

Here is our 2015 Tax Planning Letter.  Let us know if you have any questions about anything in this letter. 2015 Tax Planning Letter

Posted in Tax Strategy & Compliance

Health Care Reform Update

Below is our Firm’s newsletter regarding the Affordable Care Act and the associated health care reform laws that impact many small and large businesses offering health insurance or other health care reimbursement arrangements.  The newsletter also describes the individual mandate requiring all … Continue reading

Posted in Tax Strategy & Compliance

2014 Tax Planning Letter

Here is our 2014 tax planning letter.  When the tax extenders have been finalized we will post a summary of those as well. 2014 Tax Planning Letter    

Posted in Tax Strategy & Compliance

Tax Minimization with IC-DISCs

LEGISLATIVE BACKGROUND The IC-DISC legislation was passed a number of years ago by the US Congress to promote export activities.  The State of Oregon recently passed favorable legislation for IC-DISCs formed prior to January 1, 2014.  The federal law allows … Continue reading

Posted in Business Strategy & Best Practices, Tax Strategy & Compliance

2013 Individual Tax Documents

To assist with preparation of your 2013 individual taxes, we have provided the two documents below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com. Thank you! 2013 Individual Tax Engagement Letter 2013 Tax Organizer  

Posted in Tax Strategy & Compliance

2013 Tax Planning Newsletter

Here’s our 2013 tax planning newsletter.  Major topics include the new 3.8% net investment income (NII) tax, 0.9% Medicare payroll tax and a new 39.6% tax bracket for individuals that all apply for the 2013 tax year.  These new taxes and limits are all … Continue reading

Posted in Tax Strategy & Compliance

2012 Individual Tax Documents

To assist with preparation of your 2012 individual taxes, we have provided the two documents below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com.  If you prefer to fax, the number is 503.399.3977.  Thank you! 2012 Tax Engagement Letter 2012 Organizer … Continue reading

Posted in Tax Strategy & Compliance

2012 Year-End Tax Update

Here’s our 2012 year-end tax update.  Major topics include the sunset of the Bush era tax cuts and a major overall of the estate tax system effective 1/1/2013.  We are anticipating a one-year extension of the Bush era tax cuts as well … Continue reading

Posted in Tax Strategy & Compliance