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...
by Larson Gross | Jan 13, 2021
INSIGHTS Estate Planning With or Without a President Biden Estate Tax Law Change by Chad Van Dyken, CPA/CFP® January 13, 2021 Ever since the U.S. Presidential election, there’s been a flurry of speculation about the need for high net worth individuals to do estate...
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