Latest news about the firm.

Payroll Notice

Transit Tax Effective July 1, 2018, all Oregon residents and nonresidents who work in Oregon will be subject to a new statewide transit tax, established by the passage of House Bill (HB) 2017. The tax is one-tenth of one percent of an individual’s wages ($1 out of $1,000) and will go toward improvements in public…

Tax Reform Legislation – QUICK TIPS

The tax reform legislation recently passed by Congress significantly changes the landscape for individuals beginning January 1, 2018, and continuing for many years to come. For many taxpayers, the changes made by the legislation present a host of tax planning challenges and opportunities going forward. Due to the elimination or limitation on itemized deductions, and…

Welcome Experienced CPAs Holliday and Zumach

Boldt Carlisle + Smith is pleased to welcome two experienced CPAs (Certified Public Accountants) to our team – Ross Holliday and Christa Zumach. Both work in our Albany office. Ross Holliday, CPA, CVA, CGMA, is an experienced CPA with extensive work in taxation, business consulting, and not-for-profit services. Ross worked with Johnson McGowan & Associates in…

Clint Bentz Speaks to Oregon Small Woodlands

In partnership with the Oregon Small Woodlands Association and support from OSU Forestry and Natural Resources Extension, Oregon Forest Resources Institute, Oregon Department of Forestry and the Oregon Tree Farm System, the Committee for Family Forestlands sponsored a symposium in January 2015 on these tax issues to describe the breadth of this subject and to…

What is NII and Will it Cause NIIT?

For tax years after December 31, 2012, individuals, trusts, and estates are subject to a 3.8 percent Net Investment Income Tax (NIIT), if their modified adjusted gross income (MAGI) exceeds a threshold amount determined by their filing status: married filing joint, married filing separately, or single.  Some of you may have experienced this new tax…