Uncategorized
What the One Big Beautiful Bill Act Means for Individual Taxpayers in 2026
Authored by: Jennifer Faulconer, CPA, Wealth Advisor, Senior Manager As we move through the 2026 tax season, additional provisions of the One Big Beautiful Bill Act are beginning to take…
Read MoreBig Changes Ahead for Washington State Estate Tax: What Families Should Know
Authored by: Kyle Meissner, CPA, Wealth Advisor If you’ve been hearing chatter about estate tax changes coming in 2025 and 2026, you’re not imagining things. Both Washington State and the…
Read MoreHow to Stress-Test Your Financial Plan in Uncertain Times
Authored by: Jason Underwood, CFP, Wealth Advisor Even the best-laid financial plans can feel shaky when the economy hits a rough patch. Between market swings, inflation, and rising interest rates,…
Read MoreTeaching Kids About Gratitude and Money During the Holidays
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…
Read MoreChoosing the Right Financial Reporting Option for Your Business
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…
Read MoreUnderstanding Deductible Business Expenses: What Counts and What Doesn’t
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…
Read MoreUnderstanding Like-Kind Exchanges: A Tool for Deferring Taxes on Property Investments
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…
Read MoreSmart Budgeting Strategies for Business Owners
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…
Read MoreUnderstanding Estimated Tax Payments and Self-Employment Tax
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…
Read MoreUnderstanding 529 Education Savings Plans and SECURE Act 2.0 Updates
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…
Read More