What Washington Taxpayers Should Know About the “One Big Beautiful Bill Act”
Authored by: Charlie Miracle, CPA, Wealth Advisor What Washington Taxpayers Should Know About the “One Big Beautiful Bill Act” As tax season approaches, you may have heard chatter about the new “One Big Beautiful Bill Act” (OBBBA). While the name…
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How 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, uncertainty can make anyone wonder—is my plan strong enough to…
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Teaching 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 festive experiences, it’s easy for money to steal the spotlight.…
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Choosing 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 with regulatory demands. Whether you’re a startup, a growing enterprise,…
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Giving Strategies Before Year-End
Authored by: Bradi Dahmen, Wealth Advisor Giving Strategies Before Year-End As October rolls in, pumpkins appear on porches, costumes fill the stores, and spooky season takes center stage. While Halloween is all about treats (and some tricks!), it’s also the…
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Understanding 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 is more than just smart—it’s essential for optimizing your tax…
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