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Resource Articles

Don’t Wait. Plan Now. Retirement Planning Through All Phases of Life

By Ann Freeman | May 19, 2023 | 0

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…

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2023 Updates to Estate & Gift Tax Rules for Individuals Living in Washington State

By Ann Freeman | May 19, 2023 | 0

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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How to Keep Your Finances Tax-Efficient in Today’s Environment

By Ann Freeman | April 18, 2023 | 0

Tax planning focuses on after-tax outcomes for clients to invest and plan for their goals in the most tax-conscious manner ­– not just during tax season, but all year long.…

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Home Improvement Tax Credits Available to Homeowners Looking to Adopt Energy Efficiencies

By Ann Freeman | April 13, 2023 | 0

Provided by: Nathan Cacka, CPA, Financial Advisor & Manager  The Inflation Reduction Act, passed in 2021, includes provisions that incentivize homeowners to invest in energy-efficient home improvements. The credits are…

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6 Tips for Dealing with An IRS Notice

By Ann Freeman | March 13, 2023 | 0

Provided by: Kyle Meissner, CPA, Manager The Internal Revenue Service (IRS) often sends letters or notices to taxpayers to inquire about their tax returns, inform them of any account modifications…

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5 Ways to Freshen Up Your Finances This Spring

By Ann Freeman | March 13, 2023 | 0

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…

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Everything You Need to Know About Filing Your Business Tax Return

By Ann Freeman | February 20, 2023

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…

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Invest in Your Employees’ Future Through Qualified Retirement Plans

By Ann Freeman | February 20, 2023 | 0
Two people in a meeting.

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…

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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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