by Larson Gross | Jun 26, 2026
INSIGHTS The Cross-Border Trap: When a “Tax-Free” Canadian Reorganization Creates U.S. Tax by Larson Gross ARTICLE | June 25, 2026 Canadian business owners and their advisors often implement reorganizations on the assumption that a tax-deferred transaction in...
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 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,...
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...
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