Serving businesses and individuals in the Rogue Valley
Ashland CPA 541-482-3711
Step 5: Estate PlanThe value of an estate plan is twofold. Yes, you want to pass your assets on to heirs in a seamless and tax-efficient manner. But it is also a roadmap to help your heirs understand the full...
Continue ReadingAnnuities 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 ReadingAs technology evolves, so have data breaches, which have become a significant threat to businesses of all sizes. We frequently hear reports of high-profile attacks on major organizations, global corporations, and even government agencies. Emerging technologies such as generative artificial...
Continue ReadingContinuing Appropriations and Extensions Act, 2025 (HR 9747) – This continuing resolution was introduced on Sept. 22 as a “clean” extenuation of the federal budget to fund the government until Dec. 20. Up until this point, a handful of Republicans had...
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...
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