Origin CPA Group

06/16/2026

Your time may be valuable, but your health is essential. With Atlas, you don't have to pick between one or the other. Atlas provides a seamless approach to managing your prescriptions and care from coordinating refills with your pharmacy to scheduling doctor's appointments so you can be happy *and* healthy.

06/10/2026

Have you considered setting up your business in another country for tax benefits? Read this article by Forbes for some factors to consider before making the move: https://www.forbes.com/sites/forbesbooksauthors/2026/03/23/what-is-your-true-tax-cost-its-more-complex-than-you-think/

By choosing a more tax-aligned environment for your business, your eventual revenue stream and profits may be far less finite. Tax alignment is key.

06/08/2026

Vacations should be a time to relax, not to worry about what's happening back home. Our Atlas team will care for your pets with the same attention to detail you'd give them yourself. We coordinate walks, feedings, check-ins, and more to ensure you can travel with peace of mind knowing your furry friend is safe and sound.

06/04/2026

We may be halfway through the year, but your goals deserve a full effort! With Atlas, signing up for that fitness class, workshop, or cooking course you’ve been eyeing becomes effortless. Our team handles the research, scheduling, and registering, so you can focus less on the details and more on your progress.

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.