Posts by Carie Willis
Choosing the Right Financial Reporting Option for Your Business
Authored by: Polina Akimov, CPA Choosing the Right Financial Reporting Option for Your Business Financial reporting is a crucial element of any business, shaping its credibility, investor confidence, and compliance…
Read MoreUnderstanding Deductible Business Expenses: What Counts and What Doesn’t
Authored by: Jennifer Faulconer, CPA, Wealth Advisor, Senior Manager Understanding Deductible Business Expenses: What Counts and What Doesn’t When it comes to managing a business, keeping tabs on deductible expenses…
Read MoreUnderstanding Like-Kind Exchanges: A Tool for Deferring Taxes on Property Investments
Authored by: Nathan Cacka, CPA, Financial Advisor Understanding Like-Kind Exchanges: A Tool for Deferring Taxes on Property Investments What is a Like-Kind Exchange and Why is it Done? A like-kind…
Read MoreSmart Budgeting Strategies for Business Owners
Authored by: Bradi Dahmen, Financial Advisor, Director of CNC Financial Group Smart Budgeting Strategies for Business Owners Budgeting is a crucial aspect of running a successful business. Whether you’re a…
Read MoreUnderstanding Estimated Tax Payments and Self-Employment Tax
Authored by: Kyle Meissner, CPA, Financial Advisor Understanding Estimated Tax Payments and Self-Employment Tax If you’re new to running your own business, filing your tax return might come with some…
Read MoreUnderstanding 529 Education Savings Plans and SECURE Act 2.0 Updates
Authored by: Jason Underwood, CFP, Financial Advisor Understanding 529 Education Savings Plans and SECURE Act 2.0 Updates 529 education savings plans have long been a valuable tool for families looking…
Read MorePlanning for Long Term Care
Authored by: Adelae Winters, Financial Advisor Long-Term Care Planning: Preparing for the Future Long-term care planning is an essential part of financial and health security, ensuring individuals have the resources…
Read MoreMajor Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know
Authored by: Charlie Miracle, CPA, Financial Advisor Major Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know Washington State relies on a combination of sales…
Read MoreHow to Conduct a Mid-Year Check-In for Small Business Owners
Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management How to Conduct a Mid-Year Check-In for Small Business Owners When it comes to the calendar year, it’s important for…
Read MoreUnderstanding Capital Gains and Their Tax Implications
Authored by: Charlie Miracle, CPA, Financial Advisor, Director of CAS Understanding Capital Gains and Their Tax Implications Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That…
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