We see the same pattern every January: clients wishing they had more time to implement year-end tax planning strategies. The reality is that once December 31st passes, your opportunities to reduce tax liability for the current year are gone. That’s why fourth-quarter tax planning is crucial for anyone who wants to save thousands of dollars. […]
Year-End Tax Planning: Start Now, Not January Read More »
Few tax strategies generate anxiety quite like a looming 1031 exchange deadline. If you sold investment property earlier this year with plans to defer capital gains through a like-kind exchange, the calendar is now your adversary. The 1031 exchange deadline rules are absolute, meaning if you miss them by even one day, and you’ll owe
Running Out of Time for a 1031 Exchange? Your Q4 Action Plan Read More »
The maximum rent increase Oregon for 2026 has been set. The Oregon Department of Administrative Services (DAS) announced that for most long-term residential rentals, landlords may raise rent by up to 9.5%. This limit applies to properties built 15 years ago or more. Newer buildings (less than 15 years old) are not covered by this
Oregon’s Maximum Rent Increase for 2026 Has Been Set Read More »
Understanding your short-term rental tax obligations is crucial whether you’re hosting a spare bedroom or managing multiple investment properties on platforms like Airbnb and VRBO. Many new hosts are surprised to learn that rental income comes with complex tax requirements beyond simple income reporting. From the 14-day rule exemption to local lodging taxes, navigating short-term
How Are Taxes Different for Airbnb and VRBO Hosts? Read More »
The 2025 Oregon Legislative Session, wrapping up June 27, introduced sweeping legal changes that impact landlords, especially in tenant protections, affordable housing, and property management compliance. Understanding these updates is critical to keeping your operations compliant and profitable. New Bills and What They Mean 1. HB 2078 – Tax Relief for Multiunit Rentals This bill
New Landlord Laws: What Every Oregon Landlord and Real Estate Investor Must Know Read More »
If you operate a partnership or S corporation, recent IRS guidance could simplify your upcoming tax season. The agency has officially eased the K-2 and K-3 filing requirements for many domestic businesses, offering welcome relief to those with no foreign partners and limited or no international activity. Originally introduced to improve reporting of foreign income,
Fewer Businesses Need to File Schedules K-2 and K-3: Are You One of Them? Read More »
As global trade tensions escalate and tariff policies shift in 2025, property investments are becoming increasingly complex due to the connection between real estate and tariffs. Whether you’re a residential landlord, commercial investor, or developer, it’s important to understand how tariffs are quietly eroding profit margins, inflating renovation budgets, and complicating deal underwriting. While tariffs
How Will Tariffs Affect Real Estate Investments? Read More »
In the fast-paced world of real estate development, timing is everything—and so is smart tax strategy. One successful developer had built a high-performing portfolio of multi-unit and commercial properties across Oregon. But as their projects grew, so did their tax exposure. They wanted to sell appreciated assets and reinvest in larger developments—without letting capital gains
Real Estate Developer Success Story: 1031 Exchange Tax Planning That Maximized Wealth Read More »
Selling a rental property is a major milestone—but for many business owners and investors, the looming shadow of capital gains tax can turn excitement into anxiety. You want to keep more of what you’ve earned, but the tax code feels like a maze. The good news? You don’t have to navigate it alone. With the
How Can I Reduce Capital Gains Tax on Rental Properties? Read More »
Growing businesses and startups often reach a pivotal point where strategic financial guidance becomes crucial. Hiring a full-time Chief Financial Officer (CFO) may not be feasible, which is why a Fractional CFO could be the perfect solution. But how do you determine if you’re ready to bring one on board? Signs You Might Be Ready for a
Is My Business Ready for a Fractional CFO? Read More »
