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.

September 2025 Newsletter

September 2025 Newsletter

The KL team enjoyed participating in UNO & SLU "Meet the Firms" event this month! Thank you again to both universities for the opportunity to ...
Impersonation Fraud: Internal Controls for Front Line Defense

Impersonation Fraud: Internal Controls for Front Line Defense

Scammers can now imitate your bank, your vendors, even your own executives, often with AI-generated voices. Watch this video to learn about ...
Three Trends That Will Fuel the Adoption of AI

Three Trends That Will Fuel the Adoption of AI

AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model ...
Medicare: premiums, taxes, and surprise surcharges

Medicare: premiums, taxes, and surprise surcharges

Many people reach 65 expecting Medicare to replace their health insurance and ease budget pressures. But in reality, Medicare often adds a new ...
August 2025 Newsletter

August 2025 Newsletter

We are pleased to announce that KL has recently received the following recognition - thank you to our clients & team!!
Tax traps for real estate investors and how to avoid them

Tax traps for real estate investors and how to avoid them

Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and ...
A tax-focused walk-through of the One Big Beautiful Bill Act 

A tax-focused walk-through of the One Big Beautiful Bill Act 

The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. ...
The other half of retirement planning: a framework for spending

The other half of retirement planning: a framework for spending

Spend your nest egg in the wrong order, and taxes soar while future security shrinks. Get the sequence right, and the same dollars stretch ...
July 2025 Newsletter

July 2025 Newsletter

Here’s to a Great School Year Ahead! Goodbye, summer days — hello, new beginnings! As we head back to school, may this year bring fresh ...
Understanding Safe Harbor 401(k) Plans

Understanding Safe Harbor 401(k) Plans

Navigating the complexities of 401(k) plans can be daunting for small and midsize businesses. Discover how the safe harbor 401(k) offers a ...
The OBBBA Car Loan Tax Deduction

The OBBBA Car Loan Tax Deduction

If you're shopping for a new car, there's a limited-time tax break that could save you thousands of dollars. However, there's a specific window ...
When is an S-corp election the right move?

When is an S-corp election the right move?

Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones ...
June 2025 Newsletter

June 2025 Newsletter

We are delighted to announce the following promotion effective July 1, 2025 – please join us in congratulating Ryan Berger and Marife Taylor on ...
When saying “no” to an inheritance might make sense

When saying “no” to an inheritance might make sense

Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, ...
What to do if you receive a notice from the IRS

What to do if you receive a notice from the IRS

Did you receive a letter from the IRS? Learn what steps you should take and mistakes to avoid in responding to a notice.
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