A Financial Guide For Heirs Navigating Inherited Assets

by Larson Gross | Oct 21, 2025

   INSIGHTS A Financial Guide for Heirs Navigating Inherited Assets by Larson Gross ARTICLE | October 21, 2025 Inheriting significant assets often comes at a time of grief and uncertainty. Beyond the emotional weight, the financial responsibilities can feel...

Transitioning a Family Business to the Next Generation

by Aprio | Aug 15, 2025

   INSIGHTS Transitioning a Family Business to the Next Generation by Aprio ARTICLE | August 15, 2025At a glance The main takeaway: Family business succession is not merely a financial transaction, it’s a multifaceted journey that blends emotional legacy, operational...

Wrangling Estate Taxes: How John Dutton Could’ve Roped in Some Tax Savings

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...

Important Update: Upcoming Changes to Estate and Gift Tax

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...

Section 529 Plans & SECURE Act 2.0

by Larson Gross | Jun 15, 2023

   INSIGHTS Section 529 Plans & SECURE Act 2.0 by Kevin DeYoung ARTICLE | June 16, 2023 For clients looking to fund college costs or private secondary school costs for children or grandchildren, Section 529 plans have historically been a great tool. Some of the...