Resource Articles
1099-K Changes Are Here: What You Need to Know
Authored by: Charlie Miracle, CPA, Financial Advisor, Member, Director of CAS If you’ve ever sold goods or services online or through payment apps, you might be familiar with Form 1099-K.…
Read MoreUnlocking Retirement Security: Understanding Secure Act 2.0 Changes
Jennifer Babcock, CPA & Manager Retirement planning can often feel like navigating a labyrinth, with rules and regulations changing frequently. In late 2022, the U.S. government made significant updates to…
Read MoreHow to Build Your Wealth Based on Your Values
Bradi Dahmen – Director of Wealth Management When people think of financial advisors, they might assume advisors only focus on wealth. But before helping our clients set financial goals, it’s…
Read MoreKey Retirement Updates for 2024
Authored by: Adelae Winters, Financial Advisor As we approach Q2 of 2024, it’s essential to stay up to date on changes that could impact your financial plan. If you’re eyeing…
Read MoreNavigating the Taxation of Digital Assets
Authored by: Nathan Cacka, CPA, Financial Advisor & Manager With Tax Day 2024 quickly approaching in a few weeks, you may have to report transactions with digital assets such as…
Read MoreStay Ahead of the Curve: Important Tax Deadlines and Tips
Authored by: Kyle Meissner, CPA, Financial Advisor & Member at Cordell, Neher & Company, PLLC It’s that time of the year again – tax season is upon us. With the…
Read MoreGive More, Pay Less in Taxes: Tax-Smart Charitable Giving Strategies
Authored by: Jason Underwood, Financial Advisor at Cordell, Neher & Company, PLLC Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state…
Read MoreHow to Navigate the Upcoming Estate Tax Sunset
Authored by: Bradi Dahmen, Director of Wealth Management at Cordell, Neher & Company, PLLC The existing limits on estate taxes are set to expire by the end of 2025 unless…
Read MoreNew Beneficial Ownership Reporting Requirements
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS Now that our calendars have turned to 2024, many small businesses, private companies, and other entities…
Read MoreFour Areas to Consider if You Want to Revisit Your Advisor Relationship in 2024
Authored by: Bradi Dahmen, Director of Wealth Management at Cordell, Neher & Company, PLLC At every life stage, you’re presented with unique challenges and opportunities. As we begin a new…
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