Sophia Wilson
You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What?
Aug. 07, 2024
We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...
The Impact of Life Insurance Proceeds on Your Estate Taxes: What You Need to Know About the Supreme Court’s June 6 Ruling
Jun. 27, 2024
Supreme Court Decision on Life Insurance Proceeds & Implications for Federal Estate Tax On June 6, the U.S. Supreme Court...
2023 Year-End Tax Planning Guide
Dec. 20, 2023
2023 Year-End Tax Planning for Individuals With rising interest rates, inflation, and continuing market volatility, tax planning is as essential...
Sophia Wilson Receives AICPA 2022 Standing Ovation Honor
Dec. 22, 2022
Portland, Ore. – December 22, 2022 – Beacon CPA, the largest locally owned accounting firm in Oregon, is thrilled...