How to Have Conversations with Your Adult Kids About Money
Authored by: Jason Underwood, CFP®, Financial Advisor As parents, we often strive to protect and provide for our children throughout their lives. One crucial aspect of that care is discussing money matters and inheritances openly and honestly. However, initiating a…
Read More »
1099-K Changes Are Here: What You Need to Know
Authored by: Charlie Miracle, CPA, Financial Advisor, Member, Director of CAS If you’ve ever sold goods or services online or through payment apps, you might be familiar with Form 1099-K. This form is important for reporting payments received from credit,…
Read More »
Unlocking Retirement Security: Understanding Secure Act 2.0 Changes
Jennifer Babcock, CPA & Manager Retirement planning can often feel like navigating a labyrinth, with rules and regulations changing frequently. In late 2022, the U.S. government made significant updates to retirement laws with the passage of the Secure Act 2.0.…
Read More »
How to Build Your Wealth Based on Your Values
Bradi Dahmen – Director of Wealth Management When people think of financial advisors, they might assume advisors only focus on wealth. But before helping our clients set financial goals, it’s important to talk about what’s important to you and identify…
Read More »
Key Retirement Updates for 2024
Authored by: Adelae Winters, Financial Advisor As we approach Q2 of 2024, it’s essential to stay up to date on changes that could impact your financial plan. If you’re eyeing retirement, 2024 brings some noteworthy adjustments that could shape the…
Read More »
Navigating the Taxation of Digital Assets
Authored by: Nathan Cacka, CPA, Financial Advisor & Manager With Tax Day 2024 quickly approaching in a few weeks, you may have to report transactions with digital assets such as cryptocurrency and non-fungible tokens (NFTs) on your tax return. In…
Read More »Footer Contact
Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.
© 2015 Cordell, Neher & Company PLLC • Designed by Pixel to Press
