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Payroll Tax Refund Opportunities After M&A and Reorganization

Payroll Tax Refund Opportunities After M&A and Reorganization

by Larson Gross | Mar 26, 2026

   INSIGHTS Payroll Tax Refund Opportunities After M&A and Reorganization by Shelley English, Larson Gross ARTICLE | March 26, 2026   Mergers, acquisitions, internal restructurings, and rapid growth often demand attention to strategy, systems integration, and...
Why estate taxes aren’t the only inheritance-related costs to consider

Why estate taxes aren’t the only inheritance-related costs to consider

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...
SECURE 2.0 Mandatory Roth Catch-Up Rules: What Employers and High Earners Need to Know for 2026

SECURE 2.0 Mandatory Roth Catch-Up Rules: What Employers and High Earners Need to Know for 2026

by Larson Gross | Feb 12, 2026

   INSIGHTS SECURE 2.0 Mandatory Roth Catch-Up Rules: What Employers and High Earners Need to Know for 2026  by Larson Gross ARTICLE | February 12, 2026 A Pivotal Shift in Retirement Savings The SECURE 2.0 Act, passed in 2022 as part of an omnibus spending package,...
A Smart Gifting Strategy: Why the Annual Gift Tax Exclusion Matters More Than You Think

A Smart Gifting Strategy: Why the Annual Gift Tax Exclusion Matters More Than You Think

by Larson Gross | Jan 16, 2026

   INSIGHTS A Smart Gifting Strategy: Why the Annual Gift Tax Exclusion Matters More Than You Think by Larson Gross ARTICLE | January 28, 2026 When we talk about gifting as part of a tax strategy, a lot of people assume it’s something only the ultra-wealthy need to...
A Smart Gifting Strategy: Why the Annual Gift Tax Exclusion Matters More Than You Think

Building a Financial Foundation for Your Child: Strategic Moves for Parents

by Larson Gross | Jan 16, 2026

   INSIGHTS Building a Financial Foundation for Your Child: Strategic Moves for Parents by Larson Gross ARTICLE | January 16, 2026 For many parents, providing financial security for their children is a top priority. But building that security involves more than...
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