How the OBBBA Expands Education and Tax Planning Opportunities By Steve Moro, Director of Larson Tax Partners, LLC The One Big Beautiful Bill Act (OBBBA) introduced several significant changes to 529 plans. These are aimed at expanding their utility and accessibility for taxpayers. Below is a detailed summary of the modifications: These changes reflect the … Continued
Markets climb as big tech drives weekly gains, led by strong Nvidia earnings and easing trade tensions. Read more.
Markets rebound sharply amid tariff turmoil and Fed patience, with tech and gold leading gains in a volatile but ultimately bullish week.
CEO, Larson Financial Holdings & Senior Financial Advisor Paul Larson founded Larson Financial Holdings with a singular vision: to Empower All to Flourish. What began as a small advisory firm serving physicians has grown into one of the Top 50 Fastest Growing Registered Investment Advisors in the nation, ranked #21 on Financial Advisor magazine’s 2025 … Continued
The SECURE 2.0 Act was passed in 2022, and with more than 90 provisions being phased in over the next decade, the confusion continues.
Financial Planner Jeff Kuhlmann brings nearly 23 years of financial services experience to Larson. He specializes in financial planning with emphasis in serving business owners. His passion is partnering with clients to understand their why, provide them with options to achieve their goals, and partner with them to turn their why and their goals into … Continued
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