Building Your Financial Playbook
Authored by: Jason Underwood, Financial Advisor Imagine your financial objectives as strategic moves in a game of football, with you at the forefront. Just as you envision success on the field, you aspire to achieve a stable retirement, support your…
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Rental Property Considerations: Is It Worth Investing In?
Authored by: Matt Foos, CPA at Cordell, Neher & Company, PLLC Investing in rental properties can potentially be a lucrative opportunity for those who are looking to diversify their portfolio. Real estate has always been a popular choice for investors…
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Understanding the Washington State Capital Gains Tax
Authored by: Jim Miracle, Senior Accountant at Cordell, Neher & Company, PLLC Starting January 1, 2022, Washington state implemented a new capital gains tax that affects individuals. Under this tax, individuals are subject to a 7% tax on their adjusted…
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Tax-Intelligent Opportunities for High-Net-Worth Families
Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management Why Tax Diversification Matters You’ve probably heard of diversification when it comes to investments. This concept can apply to taxes too. It’s called “tax diversification,” and it’s similar to building…
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How to Unlock the Full Potential of Your Business
Authored by: Bradi Dahmen – Director of Wealth Management, Cordell, Neher & Company, PLLC If you own a business, then you know your personal financial picture is closely related to your professional success. Whether you are a small or large…
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EV Tax Credits: Driving Electric Vehicle Adoption
The Federal Government has introduced EV tax credits as a part of its efforts to promote the adoption of electric vehicles. The Inflation Reduction Act of 2022 brought about significant changes to the rules governing these tax credits, extending their…
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