by Larson Gross | Jan 1, 2025
INSIGHTS Personal Financial Planning Basics by Chad Van Dyken, CPA, CFP™ ARTICLE | January 10, 2025 Creating and following your long-term financial roadmap can be daunting, even during stable times. In an economic environment that is constantly in flux, staying on...
by Larson Gross | Jan 1, 2025
INSIGHTS Meals and Entertainment Deduction Guide by Meaghan Greydanus, CPA ARTICLE | Understanding the tax treatment of meals, entertainment, and related expenses remains an important part of year-end planning and expense policy design. While many of the...
by Larson Gross | Dec 20, 2024
INSIGHTS Wrangling Estate Taxes: How John Dutton Could’ve Roped in Some Tax Savings Have you watched Yellowstone? If you’re caught up on the Dutton family saga, you’ve seen the incredible lengths John Dutton went to in order to protect his beloved Yellowstone...
by Larson Gross | Dec 10, 2024
INSIGHTS Tips to Help You Plan Your Charitable Giving by Rachel Myers and Kevin De Young ARTICLE | December 10, 2024 December is often a time when we make charitable gifts to support the causes that are important to us. As you approach those decisions, it can be...
by Larson Gross | Oct 2, 2024
INSIGHTS IMPORTANT UPDATE: Upcoming Changes to Estate & Gift Tax by Kevin DeYoung, CPA, AED, Chad VanDyken, CPA, CFP®, and Marv Tjoelker, CPA, CFP® ARTICLE | October 2, 2024 The following information provides an overview to changes in tax laws that could...
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