INSIGHTS

Thoughtful
thoughts from
the thinkers at
Larson Gross.

What Your Aging AR Report Is Actually Telling You

Your aging AR report isn't just a list of late invoices. It's an early warning system that reveals two very different cash flow problems: a system-wide slowdown in collections or a dangerous concentration of overdue balances. Learn how to read the pattern and respond the right way.

Make Sure You Have These Four Items Covered Before Selling Your Business

Most business owners assume buyer scrutiny begins when due diligence starts. It doesn't. The decisions you're making right now, years before a sale, are already shaping the price a buyer will pay and the deal structure they'll offer.

Protecting Your Family from Financial Scams

Financial scams are more sophisticated than ever, and the people most at risk are often the ones least likely to see it coming. A few simple safeguards could be the difference between your family staying protected or losing tens of thousands of dollars. Here's what you need to know.

Build a Dashboard That Actually Drives Your Business

Your dashboard should do more than confirm what already happened. It should warn you before problems arrive. Learn how to identify the leading indicators that give you time to act, not just a record of what went wrong.

2026 Retirement Plan Comparison Chart for Businesses

   INSIGHTS2026 Retirement Plan Comparison Chart for Businessesby Lydia Peterson, CPAARTICLE | 2026Curious about ...

Beyond the Will: Estate Planning in Washington’s New Tax Era

Discover how Washington's estate tax, capital gains tax, and upcoming Millionaires Tax could impact your estate plan and wealth transfer strategy.

Washington’s Construction Slowdown Isn’t the Real Problem. Not Knowing Your Numbers Is.

Washington contractors face rising costs and fierce competition, but the biggest risk isn't the market—it's bidding without knowing your true job costs.

Section 179D: Don’t Lose a Deduction Already Earned

Section 179D may still provide valuable tax savings for qualifying commercial building projects that began by June 30, 2026. Learn what documentation is needed and why acting now can help preserve a deduction your project may have already earned.

What Executives Really Need From Financial Reporting

Learn how strategic financial reporting helps executives move beyond historical results to improve decision-making, forecasting, and business growth.

Building Financial Momentum Early

Learn how early financial planning, retirement savings, tax strategies, and risk protection can help build long-term wealth and financial security.

When and why every business owner needs a business valuation

Most business owners carry a rough estimate of what their company is worth, but that mental number is not a valuation, and the gap between the two can be costly. A formal, methodology-based business valuation is required in a wide range of situations, including selling or transferring a business, estate planning, lending, divorce, equity compensation, and shareholder disputes. Working with a credentialed valuator and involving your CPA early ensures the resulting number is defensible when it matters most.

The Cross-Border Trap: When a “Tax-Free” Canadian Reorganization Creates U.S. Tax

Canadian tax-deferred reorganizations involving U.S. real estate may still trigger U.S. tax. Learn how FIRPTA can impact cross-border planning.

The Future of the Controller and CFO Role

Learn how Controllers and CFOs are evolving into strategic advisors, helping growing businesses leverage AI, improve forecasting, and drive long-term growth.

Retirement is a Financial Transition, Not a Finish Line

Retirement is more than a milestone. It's a transition from accumulating wealth to managing it strategically. Learn how income planning, tax strategies, healthcare considerations, and legacy planning work together to support a sustainable and purpose-driven retirement.

The Hidden Cost of “Good Enough” Accounting Systems

Many businesses delay accounting system upgrades because their current software still functions. However, manual processes, spreadsheets, and system workarounds often create hidden costs through increased labor, reporting delays, higher risk, and reduced scalability. Learn how to evaluate the true cost of a "good enough" accounting system and identify opportunities to improve efficiency and support growth.

Summer Jobs, Side Hustles, and Summer Tax Problems

Summer jobs and side hustles can feel like easy extra money, but without the right planning, that income can turn into a surprise tax bill next April. From W-4 mistakes and self-employment taxes to new 1099 reporting thresholds, there are more ways to get tripped up than most families realize. Read on to learn the most common summer tax pitfalls and exactly what you can do right now to avoid them.
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