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Tax Implications of Selling Your Home

By Carie Willis | January 9, 2025 | 0

Authored by: Efron Alvarado, CPA Tax Manager Moving Soon? What You Need to Know About the Tax Implications of Selling Your Home If you’re considering a home sale, you might…

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Saving or Investing: How to Grow Your Money Wisely

By Ann Freeman | June 12, 2024 | 0

Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the…

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Unlocking Retirement Security: Understanding Secure Act 2.0 Changes

By Ann Freeman | April 24, 2024 | 0

Jennifer Babcock, CPA & Manager  Retirement planning can often feel like navigating a labyrinth, with rules and regulations changing frequently. In late 2022, the U.S. government made significant updates to…

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Stay Ahead of the Curve: Important Tax Deadlines and Tips

By Ann Freeman | February 21, 2024 | 0

Authored by: Kyle Meissner, CPA, Financial Advisor & Member at Cordell, Neher & Company, PLLC It’s that time of the year again – tax season is upon us. With the…

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Give More, Pay Less in Taxes: Tax-Smart Charitable Giving Strategies

By Ann Freeman | February 15, 2024 | 0

Authored by: Jason Underwood, Financial Advisor at Cordell, Neher & Company, PLLC Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state…

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Cordell, Neher & Company, PLLC Solicits Organizations to Apply for Their Community Service Project

By Ann Freeman | January 30, 2024 | 0

Cordell, Neher & Company, PLLC is soliciting community service projects. Interested organizations are invited to apply for consideration. Since 1988, Cordell, Neher & Company has been committed to giving back…

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Cordell, Neher & Company, PLLC Throws Down $160,000 Match Challenge to Build New YMCA

By Ann Freeman | January 15, 2024 | 0

Cordell, Neher & Company, PLLC is feeling the love and from now to Valentine’s Day as they are offering $160,000 in matching funds to help build a new YMCA facility…

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Four Areas to Consider if You Want to Revisit Your Advisor Relationship in 2024

By Ann Freeman | December 20, 2023 | 0

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…

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Here’s How to Maximize the Impact of Your Charitable Donations

By Ann Freeman | December 20, 2023 | 0

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…

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Tax-Intelligent Opportunities for High-Net-Worth Families

By Ann Freeman | September 18, 2023 | 0

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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