NEWS & RESOURCES

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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Planning for Long Term Care

July 21, 2025

Authored by: Adelae Winters, Financial Advisor Long-Term Care Planning: Preparing for the Future Long-term care planning is an essential part of financial and health security, ensuring individuals have the resources and support they need as they age or face unexpected…

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Major Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know

July 17, 2025

Authored by: Charlie Miracle, CPA, Financial Advisor Major Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know Washington State relies on a combination of sales tax and the Business & Occupation (B&O) tax to fund…

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