by Larson Gross | May 29, 2026
INSIGHTS IRS Notices CP53E and CP30A: What to Know by Larson Gross ARTICLE | May 29, 2026 TL;DR: Many IRS notices arriving now are legitimate, but confusing. CP53E generally relates to refund direct deposit information. CP30A often means the IRS reduced or removed...
by Larson Gross | May 12, 2026
INSIGHTS Climate Risk Is Showing Up in Your Balance Sheet—Here’s How to Stay Ahead by David Liptz, CPA ARTICLE | May 12, 2026 If you’ve built meaningful wealth, you’re already thinking long-term—legacy, liquidity, and how to protect what you’ve created. One...
by Larson Gross | Apr 1, 2026
INSIGHTS WA Millionaires Tax: What Changes Now by Larson Gross ARTICLE | April 01, 2026 Washington has just enacted a new tax on certain high-income individuals, marking a significant change to the state’s tax structure. The law applies to income above $1 million...
by Larson Gross | Mar 19, 2026
INSIGHTS Why Estate Taxes Aren’t the Only Inheritance-Related Costs to Consider by Larson Gross ARTICLE | March 19, 2026 Estate planning discussions have long centered around one headline number: the federal estate tax exemption. As of 2026, that number is $15...
by Larson Gross | Feb 20, 2026
INSIGHTS Understanding the IRS’s New Deduction for Qualified Overtime Compensation by Larson Gross ARTICLE | February 18, 2026 The IRS has issued detailed guidance on a new federal income tax deduction for qualified overtime compensation. This measure, effective...
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