Origin CPA Group

06/02/2026

Do you want to assist with a loved one's college savings without dipping into your lifetime annual exemption? Read this Forbes article to see how super-funding a 529 savings plan may be the right move for you: https://www.forbes.com/sites/kristinmckenna/2026/03/18/superfunding-a-529-college-savings-plan-at-birth/

Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 years of 529 contributions tax-free.

05/26/2026

Does finding important documents feel harder than it should? You are not alone, and with Atlas, you don't have to manage it yourself. Our dedicated team can set up a customized record keeping system designed around your life and will keep everything organized, updated, and easy to access year round. No matter the document, we ensure nothing will be lost or overlooked again.

05/20/2026

Do you want to support your adult children or grandchildren as best you can without sacrificing your own financial wellbeing? An article by Penelope Wang from AARP explains how new tax rules for gifting may help alongside tips on how to plan your gifting strategy. Read the article here: https://www.aarp.org/money/personal-finance/tax-rules-gifting-money/

Want to give money to a kid or grandkid? Here’s what to know

05/18/2026

Deliveries and returns shouldnb't be another item on your to-do list, and with Atlas, they aren't. Our team handles every step from tracking shipments and coordinating deliveries to navigating return policies and resolving any issues. Whether it's a single purchase or a steady flow of deliveries, Atlas ensures everything moves seamlessly.

05/14/2026

This article by Family Business Magazine highlights the importance of talking risk at annual family meetings, and Origin's quarterly or biannual meetings make those challenging discussions a little easier. You can read the article here: https://familybusinessmagazine.com/special-sponsored-content/talking-risk-at-annual-family-meetings/

Annual family meetings are the perfect opportunity to put risk management front and center. By making risk an agenda item, families can raise awareness, engage all generations, and create a clear action plan for protection. Learn how to turn annual planning conversations into a strategic roadmap for...

05/12/2026

Did you know the Atlas team can handle your cost comparisons for you? Our team researches options, compares prices, and presents reccomendations tailored to your lifestyle. From travel services to high-value purchases, we curate the best options so you can enjoy the exceptional results without the time investment.

05/06/2026

Are you already itching to know when your regund will arrive? This article from Forbes breaks down exactly what to expect. https://www.forbes.com/sites/kellyphillipserb/2026/03/26/when-will-your-tax-refund-arrive-what-to-know-this-tax-filing-season

Tax refunds are bigger this year for many taxpayers. Here’s how to track your refund, what could delay it, and why some taxpayers are waiting longer than expected.

04/29/2026

Our monthly donation was chosen by Lindsay Gablehouse, and we supported The Community Project. You can read why Lindsay chose The Community Project and see our previous contributions here: https://origincpagroup.com/about/

Origin CPA Group delivers accounting, tax, and consulting, including family office services, to ultra-wealthy individuals and families. We manage complex financial scenarios, so our clients can live their lives without the unique burdens that wealth can bring. Our clients receive high-quality servic...

04/27/2026

A successful 4/15 deadline doesn't happen without an amazing team behind the scenes. We celebrated another milestone reached thanks to the dedication, collaboration, and care this group brings our clients every day. We are grateful for the work and for the awesome people who make it possible!

04/23/2026

Do you want to make your summer is one to remember? The Atlas team finds the unique experiences that turn great ideas into lasting memories.