by Larson Gross | Mar 10, 2021
INSIGHTS Our New Approach to Community Giving March 10, 2021 Community Impact. It’s one of the three ways in which we measure success. As a firm that comes from community roots that were planted more than 70 years ago, we know how important it is to create impact...
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 24, 2021
INSIGHTS Are you Canadian with a U.S. Executor? Consider all your options. by Gail Kruk February 24, 2021 A tricky situation that often occurs in cross-border families is for a Canadian to select a closerelative in the U.S. as an executor. If you’re considering...
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 16, 2021
INSIGHTS Is it time to put a stop to your international identity crisis? by Wendy Chambers, CPA February 16, 2021 You may be looking for ways to simplify your life in 2021. You spent2020 cleaning out the garage and the attic, donating old clothes and shredding...
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