Why 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…
Read More529 plan contributions and the 5 year strategy
We all know paying for your child’s college education can be stressful. The large tuition bills you’ll have to pay seem daunting, and on top of it you’re paying with…
Read MoreDemystifying Estimated Tax Payments
As you earn or receive income throughout the year, you must pay tax on that income through withholdings or estimated tax payments. Estimated tax payments are a quarterly payment based…
Read MoreTaking Advantage of your RMD
Have you been asked about making qualified charitable distributions either from your CPA or from your retirement advisor? If you have and would like to know more about what this…
Read MoreWhat the DAF?
Jim has one. You heard Roberta talking about one at the BBQ last week. The Millers have one with their name on it, but Mark’s doesn’t. Or is that a…
Read MoreWhat to look for in a new CPA Firm
When it comes to things we aren’t experts in ourselves, it’s in our best interest to turn to the experts. If your car breaks down, the majority of us go…
Read MoreShareholder Q&A – Pam Vogel
SPOTLIGHT – Pam Vogel has been with Origin CPA Group for 28 years and a shareholder for 19 years. Our team and clients value her professional expertise, genuine personality and…
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