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.
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 ...
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
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
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
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
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
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
The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. ...
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