INSIGHTS

Thoughtful
thoughts from
the thinkers at
Larson Gross.

SALT Services

Expanding into new states is an exciting milestone—but it also comes with a lot of state and local tax (SALT) rules to manage. With varying requirements for income, sales, payroll, and excise taxes across different regions, staying compliant can feel like a moving target. That’s where we come in. Our SALT experts are here to simplify the process, keeping you compliant while uncovering ways to optimize your tax position. Let us handle the complexities so you can focus on growing your business.

Navigating Uncertainty: The Impact and Aftermath of OMB Memorandum M-25-13

The rapid rollout and abrupt rescission of OMB Memorandum M-25-13 have left many nonprofits questioning the stability of their federal funding. Designed to pause federal financial assistance while programs were reviewed for alignment with new executive orders, the memo created immediate uncertainty for organizations that rely on these critical resources. Although M-25-13 has been rescinded, the underlying executive directives remain in place, leaving nonprofits to navigate a shifting landscape. In this article, we’ll break down what happened, what it means for your organization, and how to stay prepared in the face of evolving federal funding policies.

Energy Efficient Tax Credits for Businesses

   INSIGHTSEnergy Efficient Tax Credits for Businessesby Meaghan E. Greydanus, CPA, PartnerARTICLE | February ...

Business Interest Deduction Limitation of Section 1063(j)

   INSIGHTSBusiness Interest Deduction Limitation of Section 1063(j)by Meaghan E. Greydanus, CPAARTICLE | ...

Donor-Advised Fund vs. Private Foundations

   INSIGHTSDonor-Advised Fundvs. Private Foundationsby Teresa Durbin, CPA, Meaghan E. Greydanus, CPA and Chad ...

Research & Experimentation Tax Credit

   INSIGHTSResearch & Experimentation Tax Creditby Meaghan E. Greydanus, CPAARTICLE | January 31, ...

How Business Valuations are Critical for the Future of Estate Planning

   INSIGHTSHow Business Valuations are Critical for the Future of Estate Planningby Bethany Andrews, CPA, and ...

Our Business Valuation Services

   INSIGHTSOur Business Valuation ServicesARTICLE | January 27, 2025 The value of business and personal assets is ...

A Nonprofit’s Guide to Weathering Policy Changes

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.

Common Estate Planning Mistakes and Questions to Consider

   INSIGHTSCommon Estate Planning Mistakes and Questions to Considerby Chad VanDyken, CPAARTICLE | January 22, ...

Section 174 Research Capitalization Law Change

   INSIGHTSSection 174 Research CapitalizationLaw Changeby Meaghan E. Greydanus, PartnerARTICLE | January 10, ...

Trust Basics

   INSIGHTSTrust Basicsby Chad VanDyken, CPAARTICLE | January 10, 2025 A trust is a fiduciary relationship ...

Tax Savings for U.S. Companies with Export Sales Using an IC-DISC

   INSIGHTSTax Savings for U.S. Companies with ExportSales Using an IC-DISCby Meaghan E. Greydanus, CPA, and Andy ...

Business Entity Comparison

   INSIGHTSBusiness Entity Comparisonby Meaghan E. Greydanus, PartnerARTICLE | January 10, 2025 Selecting the ...

Strengthen Your Financial Plan: A 6-Step Checklist

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.

Streamline 1099 Reporting: Tips for a Smooth Filing Season

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.
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