Planning Ahead 2024: Tax credits and rebates for energy-efficient purchases and improvements

The government offers a variety of tax credits for different purchases, home upgrades, and expenses; start planning any large purchases this year early by understanding how to make the most of your expenditures from a tax perspective. Senior Wealth Strategist Glen Goland, JD, CFP, outlines some tax credits and rebates for energy efficiency in this article, available here.

Practical Planning 2024: 2024 Tax Update

What are the critical changes, new contribution limits, and updates you need to keep in mind as we begin a new year? In this article, Senior Wealth Strategist Glen Goland, JD, CFP, provides a comprehensive overview of tax updates for 2024. Read more here.

Analytics News: Resource Recommendations from Our Team

Where do our analysts and advisors find information and inspiration? In this article, we share some of our favorite go-to resources, from books to blogs to podcasts. Waiting for the winter weather to pass? This is a great time to check out some new material. Read more here.

Ask the Expert Podcast: Oregon Council on Economic Education (OCEE)

Senior Wealth Strategist Glen Goland, JD, CFP, recently joined the board of the Oregon Council for Economic Education (OCEE) because he is deeply passionate about their mission to empower and equip finance and economics teachers in Oregon K-12 education. In this Ask the Expert podcast, he speaks with retired high school economics teacher and OCEE Board Chair John Tibbetts, who is serving on the state's Personal Finance Standards Committee charged with crafting new personal finance instruction requirements, about the current state of economic education in Oregon. Listen to the podcast here.

Philanthropy Focus: Multi-generational Philanthropy: Giving Options

There are many ways to make multi-generational gifts to philanthropic organizations and the decision to create a family foundation, use a donor-advised fund (DAF), or establish a charitable trust depends on a variety of factors. In this article, Senior Wealth Strategist Glen Goland, JD, CFP, outlines some options and their differences. Read here.

Partnering in the Community: B Local PDX: Connecting and Collaborating

"B Local PDX is a group of Certified B Corporations from Oregon and Southwest Washington working to foster and deepen connections among organizations in our region who share our purpose and passion for using business as a force for good." Arnerich Massena is one of more than 165 regional Certified B Corporations who are members of B Local PDX, connecting together to build a stronger business community. Read about B Local PDX here.