Qualified Opportunity Zones

One of the many provisions of the Tax Cuts and Jobs Act passed in late 2017 was an exclusion from income for certain gains related to “Qualified Opportunity Zones” (QOZ).   The legislation left many questions unanswered, leaving investors and fund organizers uncertain...

Tax News: January 26, 2018

Dear Clients and Friends, Here are a few important topics we thought you’d like to know about: January 31, 2018 Deadline for W-2s and 1099s Reminder – Forms W-2 and 1099-MISC are due January 31, 2018, including the filing of the government copies. These forms...

OregonSaves Program Rolls Out

In 2015, the Oregon Legislative Assembly enacted legislation (HB 2960) which created OregonSaves – a state sponsored retirement program for employers who do not offer a qualified retirement plan.  Oregon is the first state to implement this type of program.   The...