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OREGON Advance Directive

Why do we need advance directives? Although we may not want to talk or think about a medical situation that becomes out of our control, I think it is very important to bring this subject to the forefront. You have a right to be informed and decide for yourself Adults have the right to control […]

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Health Care Reform

Health Care Update Last week I attended a seminar on the Healthcare Reform and would like to pass on some information on the upcoming changes.  For individuals and employers, there are still many unanswered questions. If  any of the following applies to you, it would be in your best interest to give me a call: […]

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QUICKBOOKS TIPS

Don’t Click It – The Hidden Effect of the Void and Delete Functions in QuickBooks As your accountant, I like to give you tips and pointers which will not only create fewer corrections at the end of the year but will also make your bookkeeping tasks easier throughout the year.  One way I can help […]

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Tips for Next Year’s Taxes

Hi All, We made it through tax season, with very few folks on extensions.  The next deadline will be October 15th, and then we are home free, until we start all over again next February 2014. Although we are four months into year 2013, it is never too late to think about next year’s taxes.  […]

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City of Portland – Portland Arts Tax

On November 6, 2012, Portland voters passed the Arts Education and Access Income Tax (Arts Tax). This new income tax will fund Portland school teachers and art focused non-profit organizations in Portland. The tax would not apply to everybody in Portland- just people who are at least 18 years old and make enough money to not be […]

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How to Pay Off Your Mortgage Faster

When I meet with clients for Financial Planning, I always include the discussion of their mortgage.  A mortgage is often the largest debt that one undertakes, and when planning for your retirement future, it is wise to consider reducing your mortgage principal.  Here are a few strategies you may want to consider. Make bi-weekly mortgage […]

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