1099s and W-2s: What You Need to Know for 2025
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS As we approach the end of the year, small business owners should start preparing for one key task: filing 1099s and W-2s. These forms need to…
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Wrapping Up 2024: Here’s What You Need to Review Financially
Authored by: Jason Underwood, CFP® As the year winds down, it’s time to take stock of your financial situation and make sure you’re in the best position to transition into 2025. Year-end financial planning is an excellent opportunity to assess…
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The Power of Holistic Financial Planning in 2024
Authored by: Jason Underwood, CFP® In today’s fast-paced financial environment, having a clear and comprehensive view of your entire financial picture is crucial. Many individuals are left to manage their finances piecemeal, consulting different experts for taxes, investments, insurance, and…
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Cordell, Neher & Company, PLLC Announces the Retirement of Three Esteemed Women After a Combined 80 Years of Service
Cordell, Neher & Company, a leading tax and wealth management firm, is proud to announce the retirement of three exceptional women who have collectively contributed 80 years of dedicated service to the firm: Kristine Loomis, Karen Zanol, and Kay Phillips.…
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Navigating Estate Planning: Key Considerations for 2024 and Beyond
Authored by: Kyle Meissner, CPA, Financial Advisor & Member As we approach 2026, individuals and families must reassess their estate planning strategies to align with changing tax laws and exemption limits. With the Federal Estate Exemption set at $13.61 million…
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Reviewing Your Financial Security Amid Market Uncertainty and the Upcoming Presidential Election
Authored by: Financial Advisor, Director of CNC Financial Group In the onslaught of presidential race commercials, politically charged debates, and constant media coverage, it’s natural to wonder about the influence of a presidential election year on the financial markets. Some…
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