by Larson Gross | Feb 3, 2025
INSIGHTS Donor-Advised Fundvs. Private Foundations by Teresa Durbin, CPA, Meaghan E. Greydanus, CPA and Chad VanDyken, CPA ARTICLE | February 03, 2025 What is a Donor-Advised Fund? A donor-advised fund (DAF) is a charitable giving vehicle owned and controlled by a...
by Larson Gross | Jan 10, 2025
INSIGHTS Trust Basics by Chad VanDyken, CPA ARTICLE | January 10, 2025 A trust is a fiduciary relationship created by an individual (trustor) in which one person (the trustee) holds assets (in a separate legal entity) for the benefit of another (the beneficiary)....
by Larson Gross | Jan 3, 2025
INSIGHTS Utility Credits and Rebates in Washington State: A Guide to Savings & Sustainability ARTICLE | January 3, 2025 Washington State residents and businesses have access to numerous utility credits and rebates that promote energy efficiency, renewable...
by Larson Gross | Jan 1, 2025
INSIGHTS 2025 Identity Theft Checklist Action Steps for Recovery from Identity Theft Identity theft is an evolving global threat. We understand your concerns with identity theft and take every precaution to keep your personal information safe. There are numerous...
by Larson Gross | Jan 1, 2025
INSIGHTS Personal Financial Planning Basics by Chad Van Dyken, CPA, CFP™ ARTICLE | January 10, 2025 Creating and following your long-term financial roadmap can be daunting, even during stable times. In an economic environment that is constantly in flux, staying on...
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