Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®
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      • Matthew Sheets, CFP®
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Archives for February 2020

Feb 27 2020

Tax Planning – How to Be Proactive Throughout the Year

When winter melts away and springtime flowers start to bloom, your first thought is that tax filing season is around the corner, right?

If that’s just us, that’s ok, because we’re reminding our clients of a few things they can do to reduce their previous year’s tax bill. We prefer, however, to be more proactive with tax planning, so let’s talk about what you can do now and throughout the year to plan for your next tax bill.

tax planning

[Read more…]

Written by Marina Johnson · Categorized: 401K, CHARITABLE GIVING, FINANCIAL PLANNING, TAX PLANNING · Tagged: PROACTIVE TAX PLANNING

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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