Insights & Updates
Empowering Your
Financial Journey
Explore a wealth of insights on navigating tax complexities, financial planning strategies, and the latest in regulatory changes, as well as news about the firm, all designed to empower your financial journey and keep you ahead of the curve.
Your 2026 Tax Season Survival Guide
For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before ...
Building a financial foundation for your child: strategic moves for parents
For many parents, providing financial security for their children is a top priority. But building that security involves more than funding ...
A smart gifting strategy: why the annual gift tax exclusion matters more than you think
When we talk about gifting as part of a tax strategy, many people assume it's something only the ultra-wealthy need to worry about. But gifting ...
December 2025 Newsletter
Santa’s helpers don’t wear capes, they wear KL shirts! Thanks to our amazing employees, we collected a huge pile of toys for Children’s Hospital ...
How to use installment sales to spread real estate capital gains over time
Selling appreciated real estate? Learn how installment sales can help you spread capital gains over time, reduce your tax burden, and align ...
Hiring your child: tax perks and potential pitfalls for families in business
Hiring your child in your business can offer powerful tax advantages while teaching financial responsibility and supporting long-term wealth ...
IRS grants employers penalty relief for 2025 tip and overtime reporting
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the ...
November 2025 Newsletter
KL is very pleased to announce that CityBusiness has once again recognized our firm as a “2025 Best Places to Work” – thanks to our fantastic team.
Retirement readiness in any economy: how to know when you’re truly prepared
There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, ...
2025 Year-end tax moves for businesses
Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus ...
2025 year-end tax moves for individuals & families
From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for ...
October 2025 Newsletter
Cheers to the end of tax season! A huge thank you to our clients, colleagues, and friends for trusting us throughout this season. We’re grateful ...
Final regulations released on increased catch-up contributions under SECURE 2.0
The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth ...
A financial guide for heirs navigating inherited assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs ...
Inflation-adjusted tax provisions: 2026 updates
Discover the latest inflation-adjusted tax changes for the 2026 tax year, driven by the One, Big, Beautiful Bill Act (OBBBA). From standard ...
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