November 11, 2019 | How to Save More on Your Oregon 529 Plan Contributions For parents earmarking funds for a child’s college expenses, there are some changes you need to know prior to year-end for the Oregon… Read more
November 02, 2019 | An Overview of Nike’s Deferred Compensation Plan Deferred compensation plans are designed to provide tax and retirement benefits to attract and retain top talent. Read more
October 22, 2019 | Arizona Tax Credits: Opportunities for Local Compassion Our Scottsdale team has compiled a brief guide on Arizona tax credits that encourage taxpayers to contribute to several charities and schools. Read more
October 10, 2019 | Expat Finances: How to Manage Your Money When Living Abroad Our guide to financial planning for expats covers what you need to do to both protect and enjoy your wealth while living abroad. Read more
August 20, 2019 | Nike Employees: Tax Implications of Restricted Stock Units (RSUs) Nike RSUs follow a vesting plan, where employees receive distributions of the RSU after meeting certain performance goals or company milestones. Read more
June 25, 2019 | Best Practices for Tax Withholding, Allowances, and Payments We have compiled tax withholding tips to help you reduce the likelihood of owing a significant payment or, even worse, facing a penalty… Read more
April 09, 2019 | The Benefits of Donor-Advised Funds Donor-advised funds are the fastest growing philanthropic tool today, accounting for more than 3 percent of all giving in the United States. Read more
April 08, 2019 | Nike: Single Stock Risk and When to Diversify A concentrated stock position may be a growth driver for employee balance sheets, but it's not always the optimal approach to preserve and… Read more
March 20, 2019 | Can You Still Deduct Interest on a Second Mortgage? Three questions will determine whether the interest paid on additional mortgages (home equity second mortgages or mortgages on a second home) is deductible. Read more
January 23, 2019 | It’s That Time Again! Get Your 2019 Tax Planning Guide Our in-house experts have put together a 2019 tax planning guide to help you get organized for the upcoming filing season. Read more