The R&D Tax Credit

The R&D Tax Credit

by | 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....
The Foreign Tax Credit Trap Costing Investors Millions

The Foreign Tax Credit Trap Costing Investors Millions

by | 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...
Planning Your U.S. Entry With the Exit in Mind

Planning Your U.S. Entry With the Exit in Mind

by | Aug 3, 2026

   INSIGHTS Planning Your U.S. Entry With the Exit in Mind by Andy Shieh, Senior Manager, Larson Gross Advisors ARTICLE | August 03, 2026 Most Canadian companies planning a U.S. expansion ask one question: “How do we get into the U.S.?” Far fewer ask an equally...
Building Financial Momentum Early

Building Financial Momentum Early

by | 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...