Posts by Ann Freeman
Tax-Intelligent Opportunities for High-Net-Worth Families
Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management Why Tax Diversification Matters You’ve probably heard of diversification when it comes to investments. This concept can apply to taxes…
Read MoreHow to Unlock the Full Potential of Your Business
Authored by: Bradi Dahmen – Director of Wealth Management, Cordell, Neher & Company, PLLC If you own a business, then you know your personal financial picture is closely related to…
Read MoreEV Tax Credits: Driving Electric Vehicle Adoption
The Federal Government has introduced EV tax credits as a part of its efforts to promote the adoption of electric vehicles. The Inflation Reduction Act of 2022 brought about significant…
Read MoreSimplify Year-End 1099 Reporting for Business Owners
Authored by: Jennifer Babcock, CPA & Manager – Cordell, Neher & Company, PLLC As we are halfway through the year, it’s crucial for business owners to start preparing for year-end…
Read MoreTax Advantages of 529 Plans for College Savings
Authored by: Jason Underwood, Financial Advisor Much like taxes and summer temperatures, college costs continue to rise. Saving for college early can help with the increasing cost of education and…
Read MoreCombined Life & Long-Term Care Insurance: How it Works
Provided By: Adelae Winters, Financial Advisor As you navigate the complexities of planning for the future, insurance products have become increasingly sophisticated to address a variety of needs. One solution…
Read MoreWhat Business Owners Need to Know About the Washington Cares Fund Payroll Tax
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS The Washington Cares Fund (WA Cares) premium tax is back and goes into effect for payroll…
Read MoreLocal Financial Firm Celebrates 35th Annual Community Service Project, Emphasizing Commitment to Local Volunteerism
WENATCHEE, Wash. – (JUNE 2, 2023) – Cordell, Neher & Company, PLLC celebrated its 35th Annual Community Service Project with a day of service benefitting Camp Fire. This employee volunteer day…
Read MoreDon’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…
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