Local Financial Firm Celebrates 35th Annual Community Service Project, Emphasizing Commitment to Local Volunteerism

June 2, 2023

WENATCHEE, Wash. – (JUNE 2, 2023) – Cordell, Neher & Company, PLLC celebrated its 35th Annual Community Service Project with a day of service benefitting Camp Fire. This employee volunteer day is a testament to the company’s unwavering dedication to giving…

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Don’t Wait. Plan Now. Retirement Planning Through All Phases of Life

May 19, 2023

Authored by: Bradi Dahmen – Director of Wealth Management It’s never too early to start planning for retirement, and seeking the advice of a financial advisor can help you develop strategies to achieve your financial goals both now and in…

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2023 Updates to Estate & Gift Tax Rules for Individuals Living in Washington State

May 19, 2023

Authored by: Kyle Meissner, CPA, Financial Advisor & Member  Taking time to create estate planning strategies not only helps you put your financial house in order but can potentially save you money. By documenting your wishes and goals, you create…

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How to Keep Your Finances Tax-Efficient in Today’s Environment

April 18, 2023

Tax planning focuses on after-tax outcomes for clients to invest and plan for their goals in the most tax-conscious manner ­– not just during tax season, but all year long. It’s common practice to see financial advisors not holding their…

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Home Improvement Tax Credits Available to Homeowners Looking to Adopt Energy Efficiencies

April 13, 2023

Provided by: Nathan Cacka, CPA, Financial Advisor & Manager  The Inflation Reduction Act, passed in 2021, includes provisions that incentivize homeowners to invest in energy-efficient home improvements. The credits are available for certain energy-efficient upgrades to a primary residence, such…

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6 Tips for Dealing with An IRS Notice

March 13, 2023

Provided by: Kyle Meissner, CPA, Manager The Internal Revenue Service (IRS) often sends letters or notices to taxpayers to inquire about their tax returns, inform them of any account modifications or request payments. Receiving correspondence from the agency should not…

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(509) 663-1661

(800) 767-7725
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175 E Penny Rd #1
Wenatchee, WA 98801

P.O. Box 3068
Wenatchee, WA 98807-3068

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