Using Form 990 as a Marketing Tool

by Larson Gross | Jun 9, 2021

   INSIGHTS Using Form 990 as a Marketing Tool by Jennifer Kirk June 9, 2021 Nonprofits often see their annual Form 990 as simply a compliance requirement for the Internal Revenue Service (IRS) - another box to check. However, this publicly available document should...

An Introduction to the Washington State Long-Term Care Program

by Larson Gross | May 26, 2021

   INSIGHTS An Introduction to the Washington State Long-Term Care Program  by Chad Van Dyken, CPA/CFP® May 26, 2021 The Washington Long-Term Care Program is the nation's  first public state-operated long-term care insurance program. The program mandates a payroll tax...

Donor-Advised Fund vs. Private Foundation

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...

Finding the Social Security “sweet spot”

by Larson Gross | Feb 16, 2021

   INSIGHTS Finding the Social Security “sweet spot” by Teresa Durbin, CPA February 16, 2021 If you’re like most Americans, Social Security benefits will account for a significant portion of your retirement income. The program is designed to replace a...

Common Misconceptions about Personal Income Tax Returns

by Larson Gross | Jan 20, 2021

   INSIGHTS Common Misconceptions About Personal Income Tax Returns by Britta Roper, CPA January 20, 2021 Misconception #1: Getting a refund is always a good thing.Not necessarily. If you receive a refund, it means that the combination of federal taxes withheld on...