NEWS & RESOURCES

Brian Brett Recipient of Community Connection Award

February 27, 2023

Our firm wants to extend a big congratulations to Senior Accountant Brian Brett for being an award recipient at Wenatchee World’s Progress Edition Community Impact Awards. The Community Impact Awards honor those who improve our communities through their work, leadership, courage and…

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Everything You Need to Know About Filing Your Business Tax Return

February 20, 2023

By: Nathan Cacka, CPA, Financial Advisor & Manager For many business owners, tax season can be daunting – especially when you’re completing your federal tax return for your business for the first time. From compiling financial documents to filling out…

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Invest in Your Employees’ Future Through Qualified Retirement Plans

February 20, 2023

By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Business owners play a critical role in shaping the financial future of their employees. In 2023, employees are significantly more likely to save for their future when they have access to…

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Breaking Down SECURE Act 2.0

January 23, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a…

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A Small Business Owner’s Guide for Payroll

January 23, 2023

By: Jennifer Babcock, CPA & Manager  New business owners face several challenges in the start-up phase and mastering the payroll process can be one of the toughest. It’s no surprise that payroll requires several steps and close attention to detail.…

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Why Holistic Financial Planning Helps Meet Clients’ Diverse Needs

January 17, 2023

Provided By: Adelae Winters, Financial Advisor Often, you are the only person who can see your entire financial picture. However, typically a financial advisor or certified public accountant has expertise or knowledge in financial planning, tax planning, accounting, insurance and…

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(509) 663-1661
Wenatchee

(800) 767-7725
Toll Free

175 E Penny Rd #1
Wenatchee, WA 98801

P.O. Box 3068
Wenatchee, WA 98807-3068

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