Introducing Atlas
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
Benefits of Solar PV Cells for Homeowners If you own a home or a second home, you should consider the many benefits of solar photovoltaic (PV) cells/panels. There are cost…
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
Introduction to Client Communications Coordinators 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…
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
Maximizing Tax Benefits and Savings with 529 Plans We all know paying for your child’s college education can be stressful. The large tuition bills you’ll have to pay seem daunting,…
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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