NEWS & RESOURCES

Giving Strategies Before Year-End

October 14, 2025

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

October 1, 2025

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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Understanding Like-Kind Exchanges: A Tool for Deferring Taxes on Property Investments

September 2, 2025

Authored by: Nathan Cacka, CPA, Financial Advisor Understanding Like-Kind Exchanges: A Tool for Deferring Taxes on Property Investments What is a Like-Kind Exchange and Why is it Done? A like-kind exchange, often referred to as a 1031 exchange, is a…

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Smart Budgeting Strategies for Business Owners

September 2, 2025

Authored by: Bradi Dahmen, Financial Advisor, Director of CNC Financial Group Smart Budgeting Strategies for Business Owners Budgeting is a crucial aspect of running a successful business. Whether you’re a startup entrepreneur or a seasoned business owner, having a well-structured…

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Understanding Estimated Tax Payments and Self-Employment Tax

August 8, 2025

Authored by: Kyle Meissner, CPA, Financial Advisor Understanding Estimated Tax Payments and Self-Employment Tax If you’re new to running your own business, filing your tax return might come with some unexpected surprises. Unlike employees who have taxes withheld from their…

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Understanding 529 Education Savings Plans and SECURE Act 2.0 Updates

August 8, 2025

Authored by: Jason Underwood, CFP, Financial Advisor Understanding 529 Education Savings Plans and SECURE Act 2.0 Updates 529 education savings plans have long been a valuable tool for families looking to save for future educational expenses in a tax-advantaged way.…

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