December 22, 2011 -
Happy Holidays and Happy New Year from all of us at Lewis & Clark Bank!
Happy Holidays and Happy New Year!
As 2011 comes to an end, all of us at Lewis & Clark Bank are thankful for the relationships we have made - our clients and friends - and wish you a great 2012 filled with health, happiness, and spectacular success. Our sincere thanks for your loyalty and goodwill throughout the year!
On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions
Read more...Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.
Read more...We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.
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