by Larson Gross | Mar 13, 2023
INSIGHTS FDIC Options for Large Corporate or Personal Cash Holdings by Larson Gross ARTICLE | March 13, 2023 In light of the Silicon Valley Bank chatter this past week, we wanted to remind you that if you are looking for FDIC options for large corporate or personal...
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, Partner, CPA/ABV October 26, 2021 Updated September 26, 2024 The Tax Cuts and Jobs Act of 2017 (TCJA) doubled the amount of exemption for taxable estate from $5...
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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