Serving businesses and individuals in the Rogue Valley
Ashland CPA 541-482-3711
Annuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity?Simply put, it’s a contract with an insurance company that promises to pay the buyer a steady stream of income in...
Continue ReadingOn Jan. 1, 2024, the U.S. government debuted the Corporate Transparency Act (CTA). This legislation established the requirement for the majority of private companies, both big and small, to file information with the Financial Crimes Enforcement Network (FinCEN).As with most...
Continue ReadingWhether it’s a private equity transaction or an institutional or retail investor, analyzing a company’s financial statements is an important part of fundamental analysis. One important but basic way to analyze whether a company is worth investing in is through...
Continue ReadingStep 4: Putting Together a Health PlanPlanning for healthcare in retirement is a tricky business. Some hardcore smokers live past 100, while some hardcore exercise and fitness gurus drop dead in their sixties. You just don’t know – which is...
Continue ReadingDrafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So, if you want to have a say in what happens to your property and assets...
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