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.
Understanding the IRS’s new deduction for qualified overtime compensation
The IRS has introduced a new federal income tax deduction for qualified overtime compensation, effective for tax years 2025 through 2028. ...
Your HSA isn’t a debit card: building a tax efficient healthcare reserve
Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible ...
Spring cleaning your finances: eliminating subscription and asset drift
Financial clutter, from forgotten subscriptions to dormant accounts, can quietly drain your cash flow and complicate your financial picture. A ...
February 2026 Newsletter
We look forward to the opportunity to work with our clients again this tax season!!
The mega backdoor Roth: a straightforward strategy for high earners locked out of Roth IRAs
For high-income professionals locked out of traditional Roth contributions, mega Roth conversions offer a powerful alternative. By contributing ...
IRS clarifies 100% first-year bonus depreciation rules
The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows ...
S-corporations 101: FAQs for business owners
S-corporations are one of the most frequently discussed (but often misunderstood) tax structures for small business owners. While they can offer ...
January 2026 Newsletter
Please be aware that the filing deadline for all Federal W‑2s is February 2, 2026. This deadline applies whether filing paper or electronic returns.
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 ...
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 ...
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