Posts by Ann Freeman
Don’t Wait. Plan Now. Retirement Planning Through All Phases of Life
Authored by: Bradi Dahmen – Director of Wealth Management It’s never too early to start planning for retirement, and seeking the advice of a financial advisor can help you develop…
Read More2023 Updates to Estate & Gift Tax Rules for Individuals Living in Washington State
Authored by: Kyle Meissner, CPA, Financial Advisor & Member Taking time to create estate planning strategies not only helps you put your financial house in order but can potentially save…
Read MoreHow to Keep Your Finances Tax-Efficient in Today’s Environment
Tax planning focuses on after-tax outcomes for clients to invest and plan for their goals in the most tax-conscious manner – not just during tax season, but all year long.…
Read MoreHome Improvement Tax Credits Available to Homeowners Looking to Adopt Energy Efficiencies
Provided by: Nathan Cacka, CPA, Financial Advisor & Manager The Inflation Reduction Act, passed in 2021, includes provisions that incentivize homeowners to invest in energy-efficient home improvements. The credits are…
Read More6 Tips for Dealing with An IRS Notice
Provided by: Kyle Meissner, CPA, Manager The Internal Revenue Service (IRS) often sends letters or notices to taxpayers to inquire about their tax returns, inform them of any account modifications…
Read More5 Ways to Freshen Up Your Finances This Spring
Provided By: Adelae Winters, Financial Advisor Warm weather motivates many of us to tackle long-overdue projects. Yard work or a new fitness routine might top your list, but as we…
Read MoreBrian Brett Recipient of Community Connection Award
Our firm wants to extend a big congratulations to Senior Accountant Brian Brett for being an award recipient at Wenatchee World’s Progress Edition Community Impact Awards. The Community Impact Awards honor those…
Read MoreEverything You Need to Know About Filing Your Business Tax Return
By: Nathan Cacka, CPA, Financial Advisor & Manager For many business owners, tax season can be daunting – especially when you’re completing your federal tax return for your business for…
Read MoreInvest in Your Employees’ Future Through Qualified Retirement Plans
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Business owners play a critical role in shaping the financial future of their employees. In 2023, employees are significantly more likely…
Read MoreBreaking Down SECURE Act 2.0
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for…
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