by Larson Gross | Jun 14, 2022
INSIGHTS The Importance of Beneficiary Designations in Estate Planning by Kevin DeYoung, CPA, AEP June 14, 2022 Many individuals focus their estate planning efforts on crafting a Last Will & Testament or Revocable Living Trust that directs how their assets are...
by Larson Gross | Oct 26, 2021
INSIGHTS How Business Valuations are Critical for the Future of Estate Planning by Bethany Andrew, CPA/ABV October 26, 2021 The Tax Cuts and Jobs Act of 2017 (TCJA) doubled the amount of exemption for taxable estate from $5 million to $10 million with the 2021...
by Larson Gross | Mar 22, 2021
INSIGHTS Understanding Step-Up in Basis by Ann Webb March 22, 2021 Have you ever wondered what “cost” (or “basis”) is for tax purposes when an individual inherits property or receives gifts from another? This is an important area and is too often overlooked when...
by Larson Gross | Mar 9, 2021
INSIGHTS Washington State Capital Gains Tax: What Do You Need to Know? by Tanya Silves, CPA March 9, 2021 Washington State’s Senate voted to pass a bill on a capital gains tax on the sale of stocks, bonds and other assets to increase the share of state taxes paid...
by Larson Gross | Mar 8, 2021
INSIGHTS Donor-Advised Fund vs. Private Foundation by Demi Luna March 8, 2021 What is a Donor-Advised Fund?A donor-advised fund (DAF) is a charitable giving vehicle owned and controlled by a sponsoring organization. This fund was created to manage charitable...
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