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