Taxes

• Tax Planning
• Charitable Giving
• Tax Services
  The Practice Success Plan includes advisory, accounting, and tax services to maximize your practice and personal financial opportunities.
• Form 1065
• Tax Deductions
• Income Tax
  In July 2021, Oregon established an elective Pass-Through Entity Tax (PTE-E), a business alternative income tax in response to the … Read more...

Investment

• Investment Management
  Our team provides a perspective that combines investment planning, income protection, asset preservation, and retirement planning to create a comprehensive personal financial plan.
• Mutual Funds
  The concept of diversification is one reason why mutual funds and Exchange Traded Funds (ETFs) are so popular among investors. Mutual funds accumulate a pool of money that is invested to pursue the objectives stated in the fund’s prospectus. The fund may have a narrow objective, such as the auto sector, or it may have a broader objective, such as large-cap stocks. ETFs also can have a narrow or broader investment objective. Keep in mind, though, the more narrow an investment objective, the more limited the diversification. Furthermore, a narrow investment objective may result in more volatility and additional risks associated with a particular industry or sector.
• Wealth Management
  SM. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management

Accounting

• Accounting Services
  Our construction advisors work with the leading construction financial management applications to access real-time financial management reports for accounting, bookkeeping, and performance.
• Payroll Services
• Cash Flow Analysis

Planning

• Financial Planning
• Retirement Planning
  The Practice Success Plan is a proactive, ongoing advisory relationship with our clients, in which we develop innovative solutions and implement actionable plans. We leverage decades of experience, our deep industry knowledge, and our extensive suite of services to achieve short- and long-term goals. We also work directly with physicians to design strategies for their personal tax, retirement planning, and financial management success.
• Asset Management
  When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. … Read more...
• College Funding