Tax Strategies for Real Estate Owners

Tax Strategies for Real Estate Owners

by | Apr 27, 2021

   INSIGHTS Video Resources by Larson Gross Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (800) 447-0177 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...

Does Your Employee Benefit Plan Need an Audit?

by | Apr 19, 2021

   INSIGHTS Does Your Employee Benefit Plan Need an Audit? by Lydia Peterson, CPA Updated April 7, 2025   The Employee Retirement Security Act (ERISA) established in 1974 is a federal law that protects the assets of millions of Americans so that funds placed in...
Budget and Cash Flow Planning: More Important Now Than Ever

Budget and Cash Flow Planning: More Important Now Than Ever

by | Mar 25, 2021

   INSIGHTS Budget and Cash Flow Planning: More Important Now Than Ever by Klayton Tjoelker, CPA March 25, 2021 No matter how much you knew about your organization’s financial situation before 2020, everyone’s now playing a new ballgame due to the COVID-19 pandemic....
Budget and Cash Flow Planning: More Important Now Than Ever

Our New Approach to Community Giving

by | Mar 10, 2021

   INSIGHTS Our New Approach to Community Giving March 10, 2021 Community Impact. It’s one of the three ways in which we measure success. As a firm that comes from community roots that were planted more than 70 years ago, we know how important it is to create impact...
Budget and Cash Flow Planning: More Important Now Than Ever

Donor-Advised Fund vs. Private Foundation

by | Mar 8, 2021

   INSIGHTS Donor-Advised Fund vs. Private Foundation by Demi Luna March 8, 2021 What is a Donor-Advised Fund?A donor-advised fund (DAF) is a charitable giving vehicle owned and controlled by a sponsoring organization. This fund was created to manage charitable...