by Larson Gross | 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...
by Larson Gross | Feb 16, 2021
INSIGHTS Finding the Social Security “sweet spot” by Teresa Durbin, CPA February 16, 2021 If you’re like most Americans, Social Security benefits will account for a significant portion of your retirement income. The program is designed to replace a...
by Larson Gross | Feb 8, 2021
INSIGHTS Getting Ready for 2021 Tax Time by Tanya Silves, CPA February 8, 2021 The calendar flips over to a new year and it quickly becomes time to think about your taxes. An important first step to getting ready for tax time is to gather all your relevant tax...
by Larson Gross | Jan 20, 2021
INSIGHTS Common Misconceptions About Personal Income Tax Returns by Britta Roper, CPA January 20, 2021 Misconception #1: Getting a refund is always a good thing.Not necessarily. If you receive a refund, it means that the combination of federal taxes withheld on...
by Larson Gross | Jan 13, 2021
INSIGHTS Estate Planning With or Without a President Biden Estate Tax Law Change by Chad Van Dyken, CPA/CFP® January 13, 2021 Ever since the U.S. Presidential election, there’s been a flurry of speculation about the need for high net worth individuals to do estate...
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