by Larson Gross | Feb 24, 2025
INSIGHTS What You Need to Know Before Gifting or Donating Noncash Assets by Kevin De Young, CPA, AEP Are you thinking about donating a piece of real estate to your alma mater? Gifting a rare collection to your children? Or transferring a valuable classic car to a...
by Larson Gross | Dec 20, 2024
INSIGHTS Wrangling Estate Taxes: How John Dutton Could’ve Roped in Some Tax Savings Have you watched Yellowstone? If you’re caught up on the Dutton family saga, you’ve seen the incredible lengths John Dutton went to in order to protect his beloved Yellowstone...
by Larson Gross | Oct 2, 2024
INSIGHTS IMPORTANT UPDATE: Upcoming Changes to Estate & Gift Tax by Kevin DeYoung, CPA, AED, Chad VanDyken, CPA, CFP®, and Marv Tjoelker, CPA, CFP® ARTICLE | October 2, 2024 The following information provides an overview to changes in tax laws that could...
by Larson Gross | Jun 1, 2024
INSIGHTS Personal Financial Planning Basics by Chad Van Dyken, CPA, CFP™ ARTICLE | January 10, 2025 Creating and following your long-term financial roadmap can be daunting, even during stable times. In an economic environment that is constantly in flux, staying on...
by Larson Gross | Jun 1, 2024
INSIGHTS Social Security Planning by Chad VanDyken, CPA, and Teresa Durbin, CPA ARTICLE | January 8, 2025 Social Security is a significant part of many people’s retirement plans. Deciding when to draw benefits will greatly impact the amount of benefits you’ll...
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