August 19, 2015 - Lewis & Clark Bank

The Compass Newsletter - Summer 2015

Click here to download the PDF.

The newsletter is a large file and may take a minute to download. Enjoy!

Share the post:

Latest News

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

Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

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

Exciting News: Lewis & Clark Bank to Join Forces with Maps Credit Union

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.