Climate Risk Is Showing Up in Your Balance Sheet—Here’s How to Stay Ahead

by Larson Gross | May 12, 2026

   INSIGHTS Climate Risk Is Showing Up in Your Balance Sheet—Here’s How to Stay Ahead  by David Liptz, CPA ARTICLE | May 12, 2026 If you’ve built meaningful wealth, you’re already thinking long-term—legacy, liquidity, and how to protect what you’ve created. One...

Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?

by Larson Gross | Apr 9, 2026

   INSIGHTS Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)? by Larson Gross ARTICLE | April 09, 2026 For business owners, the retirement-plan question is rarely just which option allows the biggest contribution. The more useful...

Why estate taxes aren’t the only inheritance-related costs to consider

by Larson Gross | Mar 19, 2026

   INSIGHTS Why Estate Taxes Aren’t the Only Inheritance-Related Costs to Consider by Larson Gross ARTICLE | March 19, 2026 Estate planning discussions have long centered around one headline number: the federal estate tax exemption. As of 2026, that number is $15...

SECURE 2.0 Mandatory Roth Catch-Up Rules: What Employers and High Earners Need to Know for 2026

by Larson Gross | Feb 12, 2026

   INSIGHTS SECURE 2.0 Mandatory Roth Catch-Up Rules: What Employers and High Earners Need to Know for 2026  by Larson Gross ARTICLE | February 12, 2026 A Pivotal Shift in Retirement Savings The SECURE 2.0 Act, passed in 2022 as part of an omnibus spending package,...

A Smart Gifting Strategy: Why the Annual Gift Tax Exclusion Matters More Than You Think

by Larson Gross | Jan 16, 2026

   INSIGHTS A Smart Gifting Strategy: Why the Annual Gift Tax Exclusion Matters More Than You Think by Larson Gross ARTICLE | January 28, 2026 When we talk about gifting as part of a tax strategy, a lot of people assume it’s something only the ultra-wealthy need to...