Resources
Don’t Overlook the Employee Retention Credit
By: Charlie Miracle, Principal and Director of Client Accounting Services The Employee Retention Credit (ERC) was introduced in 2020 to help businesses that have been affected by the COVID-19 pandemic.…
Read MoreLong Term Care Tax?
What you need to know about the Washington Cares Fund By: Charlie Miracle, CPA and Director of Client Accounting Services Adelae Winters, Wealth Management Specialist ***UPDATE 10/1/2021: To opt…
Read MoreCOVID Related Tax Relief Act of 2020
Speaker: Kyle Meissner, CPA Description: Congress passed another round of COVID-19 relief. Here are a few of the highlights from the bill: Individuals will receive a second round of direct payments…
Read MoreCordell, Neher & Company Leaders Attend National Conference
Cordell, Neher & Company leaders attend national conference Wenatchee, WA – Kris Loomis and Bradi Dahmen, Wealth Care Specialists with CNC Financial Group, attended the Avantax Wealth Management WIN meeting,…
Read MorePerspectives Newsletter – Q1 2019
The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: Rising Rates: Understanding Changes in Interest Rates The Implications of an Inverted Yield Curve Download Full…
Read MorePerspectives Newsletter – Q4 2018
The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: 5 Quick Highlights of the New Tax Law ‘Tis the Season for Donor-advised Funds Download Full…
Read MorePerspectives Newsletter – Q3 2018
The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: Protecting, Preserving and Planning for the Future of Your Wealth Evaluating Your Need for Long-Term-Care Insurance…
Read MorePerspectives Newsletter – Q2 2018
The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: Staying the Course in a Fluctuating Market A Recipe for Achieving Your Goals Download Full Article
Read MorePerspectives Newsletter – Q1 2018
The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: Five Tips to Bring Your Estate Plan to Life Socially Responsible Investing 101 Download Full Article
Read MorePerspectives Newsletter – Q4 2017
October 30, 2017 The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: Understanding the Volatility of Equities … and our Emotions 6 of 10 Reasons…
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