Eight Tips When Starting Your Small Business from a CPA
By: Charlie Miracle, CPA, Member, and Director of Client Accounting Service Starting a business can be overwhelming. Running a company often requires learning new skills, and for many entrepreneurs – legal contracts, bookkeeping, and financial statements are uncharted territory. Here…
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Should I Be Working with a Financial Advisor? Here’s What One Can Do for You
By Bradi Dahmen, Director of Wealth Management The financial services industry has changed a lot over the years. The traditional model of investment management is falling short of meeting clients’ needs. There has been growing distrust of the industry thanks…
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Structuring Your Business: A Guide to Selecting the Right Choice for You
By: Nathan Cacka, CPA, Financial Advisor & Manager All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I adopt?” The business structure you choose will influence your day-to-day operations and…
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IRS Provides New Retirement Contribution Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. We encourage you to review the…
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Five Reasons Physicians Need a Holistic Financial Advisor
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Working in the medical field comes with unique financial opportunities and challenges – personally and professionally. You can – and should – expect more from an advisor than simply helping you…
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Six Tax Reduction Strategies for the End of 2022
By: Charlie Miracle, CPA, Member, and Director of Client Accounting Services There are at least 1040 reasons not to enjoy doing your taxes. However, tax planning plays a critical role in your overarching financial plan, and you should never be…
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