Posts by Ann Freeman
5 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…
Read MoreA Small Business Owner’s Guide for Payroll
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…
Read MoreWhy Holistic Financial Planning Helps Meet Clients’ Diverse Needs
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…
Read MoreEight Tips When Starting Your Small Business from a CPA
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 –…
Read MoreShould I Be Working with a Financial Advisor? Here’s What One Can Do for You
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’…
Read MoreStructuring Your Business: A Guide to Selecting the Right Choice for You
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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