by Larson Gross | Feb 18, 2025
INSIGHTS Navigating Long-Term Care Insurance: Planning for a Secure Future* by Adrienne Stewart, CPA/ABV ARTICLE | February 13, 2025 As individuals look to secure their financial well-being in the face of life’s uncertainties, the concept of longterm care insurance...
by Larson Gross | Feb 11, 2025
INSIGHTS Energy Efficient Home & Vehicle Tax Credits for Individuals by Teresa Durbin, CPA ARTICLE | February 18th, 2025 The Inflation Reduction Act (IRA) made several changes to the tax credits for individuals for clean energy purchases starting in 2023....
by Larson Gross | Feb 11, 2025
INSIGHTS Tax Considerations Regarding Increased US Tariffs on Canadian Importers by Drew Chapman ARTICLE | February 10, 2025 One of the hot button issues in today’s news cycle is the possible imposition of tariffs on major US trading partners, that being Canada and...
by Larson Gross | Feb 11, 2025
INSIGHTS The Essential Financial Checklist for Parents of College-Bound Students by Teresa Durbin, CPA and Chad VanDyken, CPA 5ARTICLE | February 11, 2025 In this month’s article we’ll discuss what we feel are some of the most crucial financial literacy steps to...
by Larson Gross | Feb 3, 2025
INSIGHTS Donor-Advised Fundvs. Private Foundations by Teresa Durbin, CPA, Meaghan E. Greydanus, CPA and Chad VanDyken, CPA ARTICLE | February 03, 2025 What is a Donor-Advised Fund? A donor-advised fund (DAF) is a charitable giving vehicle owned and controlled by a...
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