Resource Articles
How 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…
Read MoreHere’s How to Maximize the Impact of Your Charitable Donations
Authored by: Mekea Miracle, Senior Accountant In a world where giving back is more crucial than ever, understanding the nuances of charitable donations can not only amplify your impact on…
Read MoreConsiderations for Reducing Your Tax Liability Through Contributions
Authored by: Ryan Gill, Senior Accountant | Cordell, Neher & Company, PLLC Are you looking for ways to lower your year-end tax bill? There are plenty of options to consider…
Read More5 Reasons Millennials & Young Professionals Need an Estate Strategy
Authored by: Adelae Winters, Financial Advisor at Cordell, Neher & Company, PLLC You’re young, your liquid assets are humble, and you might not have anyone relying on you, financially. So,…
Read MoreBuilding Your Financial Playbook
Authored by: Jason Underwood, Financial Advisor Imagine your financial objectives as strategic moves in a game of football, with you at the forefront. Just as you envision success on the…
Read MoreRental Property Considerations: Is It Worth Investing In?
Authored by: Matt Foos, CPA at Cordell, Neher & Company, PLLC Investing in rental properties can potentially be a lucrative opportunity for those who are looking to diversify their portfolio.…
Read MoreUnderstanding the Washington State Capital Gains Tax
Authored by: Jim Miracle, Senior Accountant at Cordell, Neher & Company, PLLC Starting January 1, 2022, Washington state implemented a new capital gains tax that affects individuals. Under this tax,…
Read MoreTax-Intelligent Opportunities for High-Net-Worth Families
Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management Why Tax Diversification Matters You’ve probably heard of diversification when it comes to investments. This concept can apply to taxes…
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