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,…
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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.…
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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…
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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…
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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…
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Stay Ahead of the Curve: Important Tax Deadlines and Tips
Authored by: Kyle Meissner, CPA, Financial Advisor & Member at Cordell, Neher & Company, PLLC It’s that time of the year again – tax season is upon us. With the deadline for filing personal income tax returns swiftly approaching on…
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