November 8, 2012 -
Click here for important information regarding the expiration of the Temporary Full FDIC Insurance Coverage for Noninterest-Bearing Transaction Accounts.
NOTICE OF EXPIRATION OF THE TEMPORARY FULL FDIC INSURANCE COVERAGE FOR NONINTEREST-BEARING TRANSACTION ACCOUNTS
By operation of federal law, beginning January 1, 2013, funds deposited in a noninterest-bearing transaction account (including an Interest on Lawyer Trust Account) no longer will receive unlimited deposit insurance coverage by the Federal Deposit Insurance Corporation (FDIC). Beginning January 1, 2013, all of a depositor's accounts at an insured depository institution, including all noninterest-bearing transaction accounts, will be insured by the FDIC up to the standard maximum deposit insurance amount ($250,000), for each deposit insurance ownership category.
For more information about FDIC insurance coverage of noninterest bearing transaction accounts, visit http://www.fdic.gov/deposit/deposits/unlimited/expiration.html.
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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