WA’s New Millionaire’s Tax: What You Need To Know

WA’s New Millionaire’s Tax: What You Need To Know

   INSIGHTS Webinar: WA’s New Millionaire’s Tax-What You Need To Know by Larson Gross VIDEO | JULY 2026 Beginning January 1, 2028, a new 9.9% Millionaire’s Tax will apply to Washington taxable income above $1 million. That date may feel distant, but...
The R&D Tax Credit

The R&D Tax Credit

   INSIGHTS The R&D Tax Credit by Orion Mark, CPA ARTICLE | 2026 A practical overview of the federal R&D tax credit, including which activities and expenses may qualify, how much the credit could be worth, and why proper documentation matters....
The Foreign Tax Credit Trap Costing Investors Millions

The Foreign Tax Credit Trap Costing Investors Millions

   INSIGHTS The Foreign Tax Credit Trap Costing Investors Millions by Larson Gross ARTICLE | August 18, 2026 TL;DR Many investors assume that paying foreign tax automatically entitles them to an equivalent U.S. foreign tax credit. In some cases, it doesn’t. For...