How to streamline working with your family’s professionals
When you have complex wealth, you need a complex team of professionals to help you manage it. But working with such a team can be, well, complicated. Sometimes it’s hard…
Read MoreHow to remove the stress of owning and managing multiple properties
When you are a frequent traveler or travel between multiple properties, keeping track of your mail, bill pay, and home maintenance services can be overwhelming. The last thing you want…
Read MoreColorado Senate Bill 22-233 Filing Deadline
It’s not often accountants can directly impact the course of political initiatives. However, on April 28, 2022, we had the opportunity to advocate for our clients and the general Colorado…
Read MoreAnnouncing Our New Name: Origin CPA Group
We have exciting news to share—we’ve changed our firm’s name to Origin CPA Group! This is a decision we did not make lightly; after all, we’ve been known as Kingsbery…
Read MoreWhen to Consider Working with a Family Office
Everyone has that list—you know, the one of all the household chores we should be doing. Unfortunately, when these chores pile up, especially ones like paying bills and managing mail,…
Read MoreHow to Report Money in Foreign Accounts
The tax return process each spring is an understandably stressful time and for most people a common question emerges. What am I missing? This is the type of question that…
Read MoreSelling your Home – Best Practices and Tips
There are countless reasons that will lead to you selling your home: a new job, starting a family, or maybe the family is all moved out and it is time…
Read MoreThe Gift of Time: Let Your Family Office Manage the Details
Have you ever felt overwhelmed by your finances, buried by a pile of bills to be paid, or chained to your computer? You’re not alone. Many high-net-worth individuals say they…
Read MoreStep-Up in Basis on Inherited Assets
The basis step up on inherited assets is currently one of the biggest tax breaks available to you to transfer your assets to your heirs. So you might be asking,…
Read MoreIntroducing Customized Family Office Services
The complexities of life can be overwhelming, and they can arise at the most inopportune times. To keep our clients from having to manage the details of their finances, properties,…
Read MoreTax Advantages of Donating Stock to Charity
One question we are always asked by our clients is how to save on taxes or if there are any additional tax deductions available. Unfortunately, there is no one-size fits…
Read MoreSaving the planet…and taxes….with solar
If you own a home or a second home, you should consider the many benefits of solar photovoltaic (PV) cells/panels. There are cost savings benefits for the reduced payments to…
Read MoreWhy are GRATs so GREAT?
We often think of gifting as the simple act of giving an asset with a value to a loved one. Many individuals with wealth make annual gifts and have a…
Read MoreClient Communications Coordinators are Here for You
Do you ever wish you had a personal assistant to help you with day-to-day activities, remind you of what you need to do, and stay one step ahead of you?…
Read MoreA Note to Our Community
With countless connections for many decades in our beloved communities, our hearts go out to each and every one of you directly and indirectly affected by the Marshall Wildfires. At…
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