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Clifton Gunderson, LarsonAllen Complete Merger

Clifton Gunderson announces the completion of our merger with LarsonAllen LLP to become a top 10 accounting firm in the U.S. We have come together to form a new kind of firm with deep industry experience, specialized services, and exceptional client service.

Dos and Don’ts of Beneficiary Designations

Who are the named beneficiaries for your retirement accounts? How about your life insurance? When was the last time you checked to make sure that those designations still reflect your wishes and fit into your overall estate plan?

Understanding 529 Plan Distributions

Ever since your daughter was very young, you have invested in a state-operated 529 plan to help pay for her college education. Now she is ready to start using those funds. Do you know which educational expenses qualify for tax-free distribution from the plan, and which do not?

Further Reading
  • Planning for the 3.8% Medicare Surtax

    Planning for the 3.8% Medicare Surtax

    It’s been more than a year since the Patient Protection and Affordable Care Act was passed. What seemed at the time to be very distant concerns are becoming more important every day. One such concern is the 3.8 percent Medicare surtax that will take effect Jan. 1, 2013.

  • 8 Steps to Help Elderly Relatives Make Long-Term Care Decisions

    8 Steps to Help Elderly Relatives Make Long-Term Care Decisions

    The best time to begin helping an elderly parent or relative plan for long-term care and other end-of-life issues is when they're healthy and there is time to consider the options. Unfortunately, events can intervene and make an elder's need for assistance an emergency.