Give More, Pay Less in Taxes: Tax-Smart Charitable Giving Strategies
Authored by: Jason Underwood, Financial Advisor at Cordell, Neher & Company, PLLC Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state tax deduction. As a result, a significant number of individuals…
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Cordell, Neher & Company, PLLC Solicits Organizations to Apply for Their Community Service Project
Cordell, Neher & Company, PLLC is soliciting community service projects. Interested organizations are invited to apply for consideration. Since 1988, Cordell, Neher & Company has been committed to giving back to the communities it serves and supporting regional non-profit organizations.…
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How to Navigate the Upcoming Estate Tax Sunset
Authored by: Bradi Dahmen, Director of Wealth Management at Cordell, Neher & Company, PLLC The existing limits on estate taxes are set to expire by the end of 2025 unless Congress intervenes. In such a scenario, estate and gift tax…
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New Beneficial Ownership Reporting Requirements
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS Now that our calendars have turned to 2024, many small businesses, private companies, and other entities are now required to file their beneficial ownership information (BOI)…
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Cordell, Neher & Company, PLLC Throws Down $160,000 Match Challenge to Build New YMCA
Cordell, Neher & Company, PLLC is feeling the love and from now to Valentine’s Day as they are offering $160,000 in matching funds to help build a new YMCA facility in our community. “Our firm is eager to express our…
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Four Areas to Consider if You Want to Revisit Your Advisor Relationship in 2024
Authored by: Bradi Dahmen, Director of Wealth Management at Cordell, Neher & Company, PLLC At every life stage, you’re presented with unique challenges and opportunities. As we begin a new year, working with a financial advisor who understands the importance…
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