Resource Articles
EV Tax Credits: Driving Electric Vehicle Adoption
The Federal Government has introduced EV tax credits as a part of its efforts to promote the adoption of electric vehicles. The Inflation Reduction Act of 2022 brought about significant…
Read MoreSimplify Year-End 1099 Reporting for Business Owners
Authored by: Jennifer Babcock, CPA & Manager – Cordell, Neher & Company, PLLC As we are halfway through the year, it’s crucial for business owners to start preparing for year-end…
Read MoreTax Advantages of 529 Plans for College Savings
Authored by: Jason Underwood, Financial Advisor Much like taxes and summer temperatures, college costs continue to rise. Saving for college early can help with the increasing cost of education and…
Read MoreCombined Life & Long-Term Care Insurance: How it Works
Provided By: Adelae Winters, Financial Advisor As you navigate the complexities of planning for the future, insurance products have become increasingly sophisticated to address a variety of needs. One solution…
Read MoreWhat Business Owners Need to Know About the Washington Cares Fund Payroll Tax
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS The Washington Cares Fund (WA Cares) premium tax is back and goes into effect for payroll…
Read MoreDon’t Wait. Plan Now. Retirement Planning Through All Phases of Life
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…
Read More2023 Updates to Estate & Gift Tax Rules for Individuals Living in Washington State
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…
Read MoreHow to Keep Your Finances Tax-Efficient in Today’s Environment
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.…
Read MoreHome Improvement Tax Credits Available to Homeowners Looking to Adopt Energy Efficiencies
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…
Read More6 Tips for Dealing with An IRS Notice
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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