Resources - Stack Financial Management

Webcam

Looking north from our conference room, we have an incredible view of Big Mountain, weather permitting. Below are some of the more beautiful images that we have captured of Big…

Finding a CPA

As Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Neither of these are fun topics, but we’re here to help. Today we’ll focus on…

Small Business Measures in the CARES Act

The CARES Act is the largest and most comprehensive stimulus bill ever enacted by the Federal Government, and it provides a myriad of opportunities for small business owners. One way…

The CARES Act

Please read the following addendum: On April 9, 2020 the IRS issued Notice 2020-23, which extends the 60-day-rollover window for distributions, so any distributions taken on or after February 1,…

Chasing Value

The first six weeks of 2020 have seen a continuation of the strong market returns experienced during 2019. In fact, the +4.5% return would equate to an annualized increase of…

10 Tips To Improve Online Security

Like it or not, it has become more difficult than ever to maintain a sense of security in an ever-changing, digital world. We all love the convenience that technology provides.…

‘Tis The Season

As we approach the holiday season each year, we always feel that it is important to take time to reflect on the things that provide us with a tremendous sense…

Welcome Kayla

Why did you want to work at Stack Financial Management? My mom's family is from Montana, and growing up I spent summers here with my grandparents. My father was in…

Welcome Hannah

Why did you want to work at Stack Financial Management? I’m originally from Montana and wanted to retire in Whitefish. The opportunity to move here now and help a successful…

IRS Tax Scam Alert

In recent years many Americans have fallen victim to tax scams and fraudulent Internal Revenue Service (IRS) communications through phone calls, e-mails, and paper mail. We put together this brief…

Important Notice