by Larson Gross | Aug 5, 2026
INSIGHTS The R&D Tax Credit by Orion Mark, CPA ARTICLE | 2026 A practical overview of the federal R&D tax credit, including which activities and expenses may qualify, how much the credit could be worth, and why proper documentation matters....
by Larson Gross | Aug 3, 2026
INSIGHTS The Foreign Tax Credit Trap Costing Investors Millions by Larson Gross ARTICLE | August 18, 2026 TL;DR Many investors assume that paying foreign tax automatically entitles them to an equivalent U.S. foreign tax credit. In some cases, it doesn’t. For...
by Larson Gross | Jul 13, 2026
INSIGHTS Section 179D: Don’t Lose a Deduction Already Earned by Larson Gross ARTICLE | July 9, 2026 TL;DR: The June 30, 2026, start-date deadline for Section 179D has passed, but projects already underway may still qualify. Building owners, developers, and...
by Larson Gross | Jul 1, 2026
INSIGHTS Building Financial Momentum Early by Larson Gross ARTICLE | July 1, 2026 TL;DR: The financial decisions made in your 20s, 30s, and early family years can have an outsized impact in the long run. Focusing on a strong financial foundation, consistent...
by Larson Gross | May 12, 2026
INSIGHTS Climate Risk Is Showing Up in Your Balance Sheet—Here’s How to Stay Ahead by David Liptz, CPA ARTICLE | May 12, 2026 If you’ve built meaningful wealth, you’re already thinking long-term—legacy, liquidity, and how to protect what you’ve created. One...
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