Reasons for a Business Valuation

   INSIGHTS Reasons for a Business Valuation by Bethany Andrew, CPA/ABV, Partner and Aubree Pederson, Business Valuation Analyst ARTICLE | August 22, 2024   Understanding the value of your company is essential for every business owner. Business valuations not...
Planning to downsize? Three tax considerations for retirees

Planning to downsize? Three tax considerations for retirees

   INSIGHTS Planning to downsize? Three tax considerations for retirees by Kevin DeYoung, CPA, AEP & Partner ARTICLE | April 26, 2024 For many retirees, downsizing their homes isn’t just a choice—it’s a strategic move toward a more manageable and financially...
2024 Planning Guide for Agribusiness Clients

2024 Planning Guide for Agribusiness Clients

   INSIGHTS 2024 Planning for Agribusiness Clients by Todd Burgers, CPA, Partner & Agribusiness Leader ARTICLE | January 25, 2024 This December we had the privilege of speaking at the Washington Cattlemen’s Association conference of business succession and...
Section 529 Plans & SECURE Act 2.0

Section 529 Plans & SECURE Act 2.0

   INSIGHTS Section 529 Plans & SECURE Act 2.0 by Kevin DeYoung ARTICLE | June 16, 2023 For clients looking to fund college costs or private secondary school costs for children or grandchildren, Section 529 plans have historically been a great tool. Some of the...