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Authored by: Adelae Winters, Wealth Advisor The holidays are a time of joy, generosity, and reflection, and for many families, they’re also a season of spending. Between gifts, travel, and…

Authored by: Polina Akimov, CPA Choosing the Right Financial Reporting Option for Your Business Financial reporting is a crucial element of any business, shaping its credibility, investor confidence, and compliance…

Authored by: Jennifer Faulconer, CPA, Wealth Advisor, Senior Manager Understanding Deductible Business Expenses: What Counts and What Doesn’t When it comes to managing a business, keeping tabs on deductible expenses…

Authored by: Nathan Cacka, CPA, Financial Advisor Understanding Like-Kind Exchanges: A Tool for Deferring Taxes on Property Investments What is a Like-Kind Exchange and Why is it Done? A like-kind…

Authored by: Bradi Dahmen, Financial Advisor, Director of CNC Financial Group Smart Budgeting Strategies for Business Owners Budgeting is a crucial aspect of running a successful business. Whether you’re a…

Authored by: Kyle Meissner, CPA, Financial Advisor Understanding Estimated Tax Payments and Self-Employment Tax If you’re new to running your own business, filing your tax return might come with some…

Authored by: Jason Underwood, CFP, Financial Advisor Understanding 529 Education Savings Plans and SECURE Act 2.0 Updates 529 education savings plans have long been a valuable tool for families looking…

Authored by: Adelae Winters, Financial Advisor Long-Term Care Planning: Preparing for the Future Long-term care planning is an essential part of financial and health security, ensuring individuals have the resources…

Authored by: Charlie Miracle, CPA, Financial Advisor Major Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know Washington State relies on a combination of sales…