Year End Tax tips for RMD, 401(k), gift giving, donations
Tips on Required Minimum Distribution (RMD)
Funding Retirement accounts 401(k), 403(b), SEP, Simple Plans
Tips on self employment Keogh Plan
Loss Harvesting on capital gains
Tips on Gift Giving by December 31, 2019
Tips on Donations and Donation Receipt
Finally, a photo of cute puppies if the Tax tips were too boring.
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Katie St. Ores CFP®, ChFC®, EA, LTC

• 97 Hours of Continuing Education each year to maintain Professional designations
• CFP® – Certified Financial Planner
• ChFC® – Chartered Financial Consultant
• EA – Enrolled Agent – Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant –Licensed by the State of Oregon
• Registered Investment Adviser- Oregon Div. of Financial Regulation
• Tax Accountant – Markusen & Schwing CPA’s
• Certified Investment Management Analyst program -Wharton – University of Pennsylvania
• Certified Mergers & Acquisition Advisor program – Loyola University
• Certificate in Accounting – UC Berkeley
• Master of Science in Project Management – University of Wisconsin
• Master’s in Administrative Management with Honors – Moscow State University
• ACAMS – Anti-Money Laundering Specialist Program
• YouTube – Educational Channel-Finance, Investment, Taxes
• Series 63 – Uniform Securities Agent State Law Exam
• Financial Advisor, Tax Consultant – St. Ores Wealth Management

Katie St. Ores Yamhill County
Offices across from the Yamhill County Treasurer & Yamhill County Courthouse
McMinnville, Oregon 97128
Katie St. Ores CFP®, ChFC®, EA, LTC
St. Ores Wealth Management llc
www.SaintOres.com

2020 Women’s Initiative (WIN) CFP® Board
2020 Financial Women to Watch on Youtube…(read more)

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