July 18, 2007 -

Lewis & Clark Bank Opens New Loan Production Office

Oregon City, OR

Lewis & Clark Bank opened a new Loan Production Office at 365 Warner Milne Road, Suite 210 in Oregon City, two miles from the main office location. This will allow the Bank room to grow over the next year while the premanent headquarters building is under development.

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Lewis & Clark Bank Event Recap: Building Wealth Through Tax Strategies

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

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Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.

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