Retirement is a Financial Transition, Not a Finish Line

by Larson Gross | Jun 11, 2026

   INSIGHTS Retirement is a Financial Transition, Not a Finish Line by Larson Gross ARTICLE | June 11, 2026 TL;DR Retirement is often viewed as the culmination of years of saving and investing. In reality, it marks the beginning of a new financial phase. The challenge...

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...

Washington’s Proposed Millionaire Income Tax

by Larson Gross | Feb 9, 2026

   INSIGHTS Washington’s Proposed MillionaireIncome Tax by Kevin DeYoung, CPA/AEP ARTICLE | February 6, 2026 Executive Summary Washington lawmakers are considering a narrowly targeted tax on high earners, often referred to as a “millionaire’s income tax.” While...

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...