• Services
  • Client Experience
  • About Us
  • Careers
  • Insights
  • Resources
  • .
    • Services
      • Financial Statements
      • Tax
      • Client Accounting Services
      • Personal Consulting
      • Business Consulting
      • Technology Services
    • Client Experience
      • Our Process
      • Clients & Industries
    • About
      • Our People
    • Careers
      • Getting Started
      • Benefits & Perks
      • Current Openings
    • Pay Bill
      • Insights
      • Contact Us
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...

Recent Comments

    Contact Us

    Get in Touch

    Please use the "Get In Touch" button above or call 360-734-4280. Need to send a fax? Use 360-734-4893.

    Services Financial Statements Tax Accounting Personal Financial Advisory Services Business Consulting HR Services Technology Services Marketing Services
    Client Experience Our Process Clients & Industries
    About Us Our People
    Careers Getting Started Benefits & Perks Current Openings
    Client Portal Insights

    Bellingham Office
    2211 Rimland Dr, Ste 422
    Bellingham, WA 98226
    360-734-4280

    Burlington Office
    245 E George Hopper Rd
    Burlington, WA 98233
    360-757-2700

    Lynden Office
    419 Liberty Street
    Lynden, WA 98264
    360-734-4280

    Yakima Office
    3913 Creekside Loop, Ste A
    Yakima, WA 98902
    509-900-6060

    Wenatchee Office
    700 North Mission St.
    Wenatchee, WA 98801
    509-663-1131

    5.0
    1 client ratings
    ClearlyRated

    Disclosures

    “Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

    We are clients of the Aprio Professional Services+ Practice. As a client, we have access to the Professional Services+ Collaborative, a globally connected community that provides access to an ecosystem of capabilities, collaboration and camaraderie to help professional services firms grow and thrive in a rapidly changing business environment. As a participant in the PS+ Collaborative, we have the opportunity to interact and share best practices with other professional services firms across the U.S. and Canada.

    Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

    * The information provided by Elgie, our digital assistant, should not be considered tax advice. Actions based on the information it provides should not be taken without further consultation with a licensed tax professional. © 2010-2024

    Note: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    © Larson Gross - Accountants & Business Consultants