Tag: Client

Client Alert: The One Big Beautiful Bill: Major Tax Reforms That Could Reshape Your Planning | Shumaker, Loop & Kendrick, LLP
Tax Planning

Client Alert: The One Big Beautiful Bill: Major Tax Reforms That Could Reshape Your Planning | Shumaker, Loop & Kendrick, LLP

July 28, 2025
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The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, introduced major changes…

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Year-Round Financial Guidance: Downing & Co. Shatters CPA Industry Norms With All-Season Client Support
Tax Strategies for Small Businesses

Year-Round Financial Guidance: Downing & Co. Shatters CPA Industry Norms With All-Season Client Support

December 20, 2024
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Portland’s trusted CPA firm transforms financial planning by offering strategic, year-round financial guidance for small business…

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What’s an Uncertain Client to Do?
Tax Planning

What’s an Uncertain Client to Do?

November 14, 2024
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Now that the election is over, the 2024 year-end tax planning season is upon us. While…

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