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Posts by Ann Freeman

Breaking Down SECURE Act 2.0

By Ann Freeman | January 23, 2023 | 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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A Small Business Owner’s Guide for Payroll

By Ann Freeman | January 23, 2023 | 0

By: Jennifer Babcock, CPA & Manager  New business owners face several challenges in the start-up phase and mastering the payroll process can be one of the toughest. It’s no surprise…

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Why Holistic Financial Planning Helps Meet Clients’ Diverse Needs

By Ann Freeman | January 17, 2023 | 0

Provided By: Adelae Winters, Financial Advisor Often, you are the only person who can see your entire financial picture. However, typically a financial advisor or certified public accountant has expertise…

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Eight Tips When Starting Your Small Business from a CPA

By Ann Freeman | December 20, 2022 | 0

By: Charlie Miracle, CPA, Member, and Director of Client Accounting Service Starting a business can be overwhelming. Running a company often requires learning new skills, and for many entrepreneurs –…

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Should I Be Working with a Financial Advisor? Here’s What One Can Do for You

By Ann Freeman | December 20, 2022 | 0

By Bradi Dahmen, Director of Wealth Management The financial services industry has changed a lot over the years. The traditional model of investment management is falling short of meeting clients’…

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Structuring Your Business: A Guide to Selecting the Right Choice for You

By Ann Freeman | November 17, 2022

By: Nathan Cacka, CPA, Financial Advisor & Manager  All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I adopt?” The…

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IRS Provides New Retirement Contribution Limits for 2023

By Ann Freeman | November 17, 2022 | 0

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments…

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Five Reasons Physicians Need a Holistic Financial Advisor

By Ann Freeman | November 14, 2022 | 0

By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Working in the medical field comes with unique financial opportunities and challenges – personally and professionally. You can – and should…

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Six Tax Reduction Strategies for the End of 2022

By Ann Freeman | October 20, 2022 | 0

By: Charlie Miracle, CPA, Member, and Director of Client Accounting Services There are at least 1040 reasons not to enjoy doing your taxes. However, tax planning plays a critical role…

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Ensuring Financial Safety During Mid-Term Elections

By Ann Freeman | October 20, 2022 | 0

Provided By: Adelae Winters, Financial Advisor American economist, professor and investor Benjamin Graham once said, “The best way to measure your investing success is not by whether you’re beating the…

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