Understanding Depreciation Changes from the OBBBA: What Businesses Need to Know
Authored by: Nathan Cacka, CPA, Wealth Advisor, Senior Manager Depreciation may not be the most exciting topic in tax planning, but it can have a significant impact on a business’s cash flow, tax liability, and long-term planning strategy. Recent updates…
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Mid-Year Financial Review: How Are You Tracking?
Authored by: Adelae Winters, Wealth Advisor As we move into the second half of the year, now is the perfect time to pause and evaluate your financial progress. January goals can easily get pushed aside by busy schedules, market fluctuations,…
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The Hidden Tax Issues of Side Hustles and 1099 Income
Authored by: Tim Dilley, CPA, Wealth Advisor, Member Side hustles have become increasingly common in recent years. Whether it’s freelance work, consulting, online sales, or driving for a delivery service, many people are earning extra income outside of their primary…
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Planning for Every Future: Financial Strategies for Families with Special Needs
Authored by: Adelae Winters, Wealth Advisor When a family includes a member with a disability, financial planning takes on a deeper dimension. The focus often shifts from traditional goals like retirement to something more enduring: How do we ensure our…
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The Tax Traps of Dual-Income Families
Authored by: Steven Neher, CPA, Wealth Advisor, Managing Member For many families, having two incomes provides greater financial stability and flexibility. But when tax season arrives, dual-income households are often surprised to discover they owe more than expected. That’s because…
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Estate Planning Basics for Multi-Generational Families
Authored by: Bradi Dahmen, Wealth Advisor When people hear the phrase estate planning, they often assume it’s something reserved for the ultra-wealthy. In reality, estate planning is simply about making sure the people you care about are protected and that your…
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