Category Archives: Tax Strategy & Compliance

Annual payroll updates (2019 and 2020)

The following document provides important information about payroll reporting for 2019 and 2020 calendar years. 2019-2020 Payroll Tax Update Letter (Click here)

Posted in Tax Strategy & Compliance

Form 1099 Information (2019)

The article below provides important information on filing your Form 1099’s. Form 1099 Information (Click Here)

Posted in Tax Strategy & Compliance

CAT Template (Excel)

Use this template to calculate your estimated Corporate Activity Tax (CAT) for 2020!— Commercial Activities Template- Click Here

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Oregon Corporate Activity Tax (CAT) Update

The Oregon Department of Revenue issued twelve draft regulations intended to apply effective January 1, 2020.  Even though in draft form they indicate the Department’s thinking at this point and should be considered their current stand on these issues.  The … Continue reading

Posted in Tax Strategy & Compliance

2019 Tax Planning Ideas

The recent Tax Cuts and Jobs Act (TCJA) was a sweeping tax package enacted about two years ago, with most changes effective for tax years beginning in 2018 through 2025. As way of reminder, below are some of the more … Continue reading

Posted in 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

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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