Category Archives: Uncategorized

2018 Tax Planning

With the holiday season fast approaching and 2018 coming to a close, it may be time to review your tax picture and make any necessary changes before year end. 2018 is the first tax year reflecting laws enacted by the Tax Cuts and Jobs Act of December 2017, so taxpayers may want to consult their accountants to review their tax plan and make necessary changes before 2019. Before reaching out to your accountant, there are three steps you can take to start getting your tax picture in order: Read more »

Alicia Johnston Featured in The Portland Business Journal as 2018 HR Leadership Award Winner

Alicia Johnston was honored at this year’s Portland Business Journal HR Summit and Healthiest Employers of Oregon event as the 2018 HR Leadership Award winner (small company category), and reporter John Chandler interviewed her for the accompanying special publication. Alicia tells the secret to being a great HR director: “Lead with your heart. After all, if you’re not leading with your heart, you shouldn’t be in HR.” Read more »

Investing in What We Need: Life Sciences

“It is health that is real wealth and not pieces of gold and silver.” – Gandhi

Humans are encountering a dichotomous situation in which we face both increasing threats to our wellbeing and rapidly emerging opportunities for improving it. Above and beyond the environmental threats mentioned in our unintended consequences blog post, we face additional threats to health through: Read more »

Younger workers don’t want to sweat investment decisions

A recent survey from J.P. Morgan reveals that workers under the age of 30 want their employer to make financial decisions about their retirement savings! According to the survey, 69 percent of this younger group identify themselves as “do-it-for-me” investors, compared with 56 percent of those over age 30. And a whopping 82 percent want their employer to actually make their investment decisions for them (versus 73% for those over age 30)! Read more »

Legislative Updates: First Quarter 2017

THE DEPARTMENT OF LABOR (DOL) DELAYS FIDUCIARY RULE FOR 60 DAYS

On April 4, 2017, the DOL issued a final rule delaying the Fiduciary Rule until June 9, 2017. The rule also delays transitional requirements of the Best Interest Contract Exemption and other prohibited transaction exemptions to June 9, 2017. This delay may provide some relief for institutions trying to meet the previous deadline of April 10, 2017. However, given the short length of the delay of only 60 days, institutions need to make a quick decision to finalize their compliance plans or delay their compliance efforts until the DOL releases its analysis. Read more »

Arnerich Massena Brings Giving Tree Gifts to Irvington Families

The Christmas tree in Arnerich Massena’s office had presents pouring out around it, but just for a short time; the multitude of packages was delivered to 18 families with 39 children in the Irvington neighborhood. This year’s Giving Tree brought necessities and a little joy to children who needed it this year. The winter weather postponed delivery temporarily, but the gifts have now made their way to their designated recipients. Read more »

Arnerich Massena Accepts “Innovations in Philanthropy” Award at Portland Business Journal Corporate Philanthropy Luncheon

Arnerich Massena representatives attended the Portland Business Journal’s Corporate Philanthropy Luncheon on Friday, October 14, where Tony and Christine accepted Arnerich Massena’s Innovations in Philanthropy award. The Corporate Philanthropy awards recognize businesses in the Portland community that are giving back, and it was fantastic to see the scope of the philanthropy recognized! Read more »