Posts by Ann Freeman
Eight 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…
Read MoreIRS Provides New Retirement Contribution Limits for 2023
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…
Read MoreFive Reasons Physicians Need a Holistic Financial Advisor
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…
Read MoreSix Tax Reduction Strategies for the End of 2022
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…
Read MoreEnsuring Financial Safety During Mid-Term Elections
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…
Read MoreThe History of Stock Market Performance Surrounding Midterm Elections
Provided by: Bradi J. Dahman, Director of Wealth Management, CNC Financial Group, LLC We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats…
Read MoreKyle Meissner of Cordell, Neher & Company, PLLC, Promoted to Member
Kyle Meissner of Cordell, Neher & Company, PLLC, Promoted to Member WENATCHEE, WA – Cordell, Neher & Company, PLLC, an integrated tax, accounting and wealth management firm, announced today the…
Read MoreFive Key Considerations for Year-End Tax Planning for Small Business Owners
By: Kyle Meissner, CPA, Manager Cordell, Neher & Company, PLLC No matter if you are a sole proprietor or have several employees on your payroll, it’s easy for any small…
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