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 | 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...
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