Sarah Smith

If you’ve been on social media lately, you may have seen a post saying Oregon is “quietly working on one of the largest tax increases in state history.” It lists a 10.1% healthcare income tax, a 9.6% employer payroll tax, and higher corporate, Corporate Activity Tax (CAT), and lodging taxes to fund a single-payer healthcare […]

A new report from the Treasury Inspector General for Tax Administration (TIGTA) found that taxpayers waited close to 20 months on average for the IRS to resolve identity theft cases closed from fiscal years 2023 through 2025. The numbers are hard to read: What gets to me most is the silence. TIGTA estimated that more

The $500 ACA refund checks: who qualifies, what to expect, and what it means for your taxes If you buy your own health insurance through HealthCare.gov and you live in Oregon (or one of 29 other states), you may be finding a $500 check from the U.S. Treasury in your mailbox this month. Here’s what’s

Written by Michiyo Taenaka, CPA | Estate & Trust Tax Strategy Specialist “Estate planning for young adults” is not a phrase most parents expect to think about. You’re still paying the phone bill and reminding them about oil changes. But the day your child turns 18, the law stops seeing them as your child and

Andrew Bertz, CPA, kicked off this fall’s “Outsmart the IRS” seminar with a simple point: outsmarting the IRS doesn’t mean hiding income or chasing sketchy loopholes. It means knowing your options while you still have time to use them. Here’s a quick recap if you missed it, or a refresher if you were there. 1.

Oregon has a tax problem that most residents don’t think about until it’s too late: a $1 million estate tax exemption, the lowest of any state in the country. A recent Portland Business Journal report on Governor Tina Kotek’s Prosperity Council reopened the debate, and it’s one every Oregon business owner and family should understand before the

Oregon manufacturers can now claim a new Oregon manufacturing tax credit for creating qualifying jobs in the state. If your company is hiring in advanced manufacturing, food and beverage processing, clean technology, high technology, bioscience, forestry and wood products, or outdoor gear and apparel, this credit is worth a close look before the 2026 application

At Anthem, we’re continually looking for ways to make your experience with us easier, faster, and more transparent. This year, that means a significant upgrade to the systems we use behind the scenes to manage your engagements, documents, and billing. We are implementing two modern platforms, Soraban and Karbon, designed specifically for accounting and tax

Written by Michiyo Taenaka, CPA | Estate & Trust Tax Expert Ok, that’s a little forward, I know. But let me explain. Oregon estate tax: why they call it the worst place to die You’ve probably heard the joke: Oregon is a great place to live, but a rough place to die. As someone who

Smart tax strategy starts with understanding what doesn’t generate a deduction. If you’re weighing a charitable auction deduction for donated use of a vacation home, the tax result may be less favorable than many owners expect. Why the vacation home donation itself may not qualify Under IRC §170(f)(3), a charitable contribution deduction is generally disallowed