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 | 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...
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...
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...
by Larson Gross | Jan 14, 2026
INSIGHTS It’s time! What to prepare for tax year 2025 filing by Larson Gross ARTICLE | January 14, 2026 Yes, it’s time to get started preparing for your 2025 tax return. Upping your organizational game and understanding what you need and when will eliminate the...
Recent Comments