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OCTAVIA GROUP • WEST BEARING • CLIENT LOGIN

About

Services

Wealth Management

Private Family Office

Institutional Services

Client Education

Resources

Contact

2023 Year End Planning Guide
Banner
Table of Contents
Time-Sensitive
Charitable Tax Planning
Estate Planning
Annual Gift Exclusion
Maximizing Contributions to Retirement Plans
Roth IRA Conversions
Required Minimum Distributions
Health Savings Accounts and Flexible Spending Account Funds
529 Plans for Education Savings
Strategizing With Your CPA and Portfolio Manager
Anytime
Review Your Budget
Insurance Review
Liability Review
Wealth Horizon

TIME-SENSITIVE

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(503) 226-1444

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888 Southwest Fifth Avenue, Suite 1200
Portland, Oregon 97204

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500 108th Avenue NE, Suite 950
Bellevue, Washington 98004

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