POTENTIAL ACTION ITEM – Business Ownership Information (BOI) Filing

Who this Affects: If you registered your business with the Secretary of State’s office, you are required to file the BOI filing. This is required for each entity you form. Fluence is… Continue On +

S.M.A.R.T. Goal Setting

Setting and achieving goals can be challenging, with many obstacles standing in the way of success. However, starting with a clear strategy significantly increases the chances of reaching your goals. Since 1981,… Continue On +

UNCLAIMED PROPERTY REPORTING SITES OPENING SOON

Unclaimed property audits have been on the rise recently and we want to remind everyone of the upcoming deadlines and steps that need to be taken for each state’s annual unclaimed property… Continue On +

Payment Card Interchange Fee and Merchant Discount AntiTrust Litigation Class Action Lawsuit

If you accepted Visa and Mastercard payments between the years of 2014 – 2019 you are eligible to enter this class action lawsuit. The U.S. District Court has approved a proposed settlement… Continue On +

Preparing for the Unexpected: Essential Steps for Small Business Owners

As a dental practice owner, you juggle countless responsibilities every day. But amid all the hustle, it’s crucial not to overlook preparing for unexpected circumstances, such as death or disability. Ensuring your… Continue On +

Unclaimed Patient Refunds

Around this time of year, Fluence sends out a letter about submitting unclaimed patient refunds older than three years to the state’s Unclaimed Property division. Along with a formal letter describing the… Continue On +

How to Minimize Oregon Estate Taxes

Currently the federal estate tax exemption is nearly $13.6 Million dollars, or $27.2 Million for a married couple.  So, unless you have assets exceeding these amounts, your estate won’t pay any federal… Continue On +

Salary Increase for Exempt Employees – Effective May 22, 2024

The US Department of Labor (DOL) has amended the Restoring and Extending Overtime Protections rule. The final amendment increases the salary threshold required under the Fair Labor Standards Act. This is for… Continue On +

AMERICAN DENTAL ASSOCIATION ALERT – CYBERSECURITY THREAT

We wanted to make sure our clients received the recent ADA warning of a current cybersecurity threat to dental offices released May 6, 2024, as follows: Current Threat Information from the FBI:… Continue On +

From Beach Parties to Tax Parties: A Brief History of Spring Break and Taxes

Spring break is synonymous with fun in the sun, but its history is as diverse as the destinations revelers flock to each year. Surprisingly, the origins of this beloved vacation period have… Continue On +

Is Your Practice Ready for A Medical Emergency?

We recently had an opportunity to join the Oregon Academy of Pediatric Dentistry for a Medical Emergencies in the Dental Office presentation that was put on by Dr. Steven Beadnell.  The course… Continue On +

Do Not Be Misled About Annual Reports

These false annual reports notices are being sent out again. Workplace Compliance Services (W.C.S.) has started sending 2024 Annual Reports to Oregon companies.  This renewal is not from the State of Oregon… Continue On +