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Many successful women business owners excel at generating revenue and building relationships, but proactive tax planning often receives less attention. At WestPac Wealth Partners, we believe smart tax strategies are about more than just compliance—they are about keeping more of what you earn and building a business that supports your long-term Life-Work Integration®.

Tax Planning for Women Business Owners: Proactive Wealth Building Strategies
We’re honored to be recognized by Oregon Business magazine as one of the 2026 100 Best Companies to Work For in Oregon 🎉 Proud of this team and the culture we’re building. High performers grow here, leaders develop, and teammates win together. If you’re looking to build a meaningful career, we’d love to connect!

We’re honored to be recognized by Oregon Business magazine as one of the 2026 100 Best Companies to Work For in Oregon 🎉 Proud of this team and the culture we’re building. High performers grow here, leaders develop, and teammates win together. If you’re looking to build a meaningful career, we’d love to connect!
Co-owned businesses come with numerous complexities. One of the biggest challenges for co-owners is determining how to approach the exit of another co-owner, especially when that co-owner cannot or will not exit gracefully. Let’s look at a fictional but representative story about how one co-owned business successfully managed to tie up loose ends before one owner was forced to exit.

Dealing With Complex Co-Ownership Setups
Giving back is at the heart of who we are at WestPac 💙 Our team recently had the opportunity to serve families at San Diego’s Ronald McDonald House, supporting parents and children during some of their most challenging moments. We’re grateful to be able to come alongside this incredible organization and be part of a community that truly makes a difference!

Giving back is at the heart of who we are at WestPac 💙 Our team recently had the opportunity to serve families at San Diego’s Ronald McDonald House, supporting parents and children during some of their most challenging moments. We’re grateful to be able to come alongside this incredible organization and be part of a community that truly makes a difference!
Applications are now open for our 2026 Internship Program (rising seniors + recent grads)! If you’re looking for hands-on experience, mentorship, and a career path with purpose in financial services, this program is designed to help you build real skills and confidence 🎓 Interns will gain exposure to key areas of the business—market development, client process, practice development, and professional growth—while learning alongside a supportive team.

2026 Summer Internship
The creator economy has exploded — and today’s artists, influencers, and creative entrepreneurs are building thriving businesses from their platforms. But behind the scenes, most creators face the same reality: as income grows, so do financial complexities. Taxes, cash flow, asset protection, and business growth all become harder to manage without a plan — and the lack of coordinated advisors often makes things worse. Here’s how creators can take control of their finances, protect their work, and build a foundation for long-term wealth.

The Hidden Challenges Creators Face: Taxes, Cash Flow, and Protecting
Most business owners have never exited their businesses before. Just like taking a big trip to a new place requires good planning to truly enjoy it, so too does a successful business exit. While the details will certainly differ based on your unique situation, there is a way to map what a successful business exit looks like for you.

What Does Your Exit Map Look Like?
Charitable giving can be both meaningful and tax-efficient when done thoughtfully. While many people default to giving cash, there are several strategies that may better align generosity with financial planning goals—especially at year-end.

Charitable giving can be both meaningful and tax-efficient when done thoughtfully. While many people default to giving cash, there are several strategies that may better align generosity with financial planning goals—especially at year-end.
We’re excited to spotlight Jason Shapiro, Senior Vice President at WestPac Wealth Partners, for his recent recognition in Forbes as part of the 2025 Top Financial Security Professionals list. This feature dives into Jason’s perspective on leadership, resilience, and the parallels between mastering the golf course and navigating today’s complex financial landscape.

Forbes Spotlights Jason Shapiro’s Approach to Business Owner Planning
We’re proud to share that WestPac® Wealth Partners has once again been named the No. 1 Best Workplace for Parents™ by Fortune and Great Place To Work®—our third consecutive year earning the top position in the Small & Medium Companies category. This recognition is a powerful reflection of our ongoing commitment to creating an environment where parents can truly thrive, both professionally and personally.
WestPac Earns No. 1 Spot on the 2025 Fortune Best Workplaces for Parents™ List — Three Years Running