Insights Gallery

May 2024 Newsletter

May 2024 Newsletter

The KL partners would like to thank you for trusting us to provide prompt, personalized and quality service each year!
FTC finalizes broad ban on noncompete agreements

FTC finalizes broad ban on noncompete agreements

A new FTC ruling has made noncompete agreements unenforceable for most employees, with the aim of fostering competition and job mobility. The ...
2024 Update: waiver of RMDs for inherited IRA beneficiaries

2024 Update: waiver of RMDs for inherited IRA beneficiaries

The IRS's latest notice suspends RMDs for some inherited IRAs in 2024, offering beneficiaries a financial breather. Find out if you qualify for ...
Planning to downsize? Three tax considerations for retirees

Planning to downsize? Three tax considerations for retirees

Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how ...
April 2024 Newsletter

April 2024 Newsletter

Kushner LaGraize sincerely appreciates the opportunity to serve our clients during this tax season. We are privileged to work with you and ...
Proactive Tax Strategies for High-Earning Taxpayers

Proactive Tax Strategies for High-Earning Taxpayers

The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax ...
The CTA ruling: implications for beneficial ownership reporting in the wake of legal challenges

The CTA ruling: implications for beneficial ownership reporting in the wake of legal challenges

The U.S. District Court for the Northern District of Alabama recently ruled that the Corporate Transparency Act exceeded Congress's legislative ...
Financial reset: strategizing for a prosperous year ahead

Financial reset: strategizing for a prosperous year ahead

Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment, ...
March 2024 Newsletter

March 2024 Newsletter

The KL team has been working very hard this busy season & recently enjoyed some treats!
Building sustainable wealth: 5 key considerations for emerging high earners

Building sustainable wealth: 5 key considerations for emerging high earners

Get valuable insights on how to build sustainable wealth as an emerging high-earner. This article dives deep into managing lifestyle creep, ...
Rollout of the IRS’s $1 billion penalty relief program

Rollout of the IRS’s $1 billion penalty relief program

The IRS is offering a penalty relief program to taxpayers affected by its operational difficulties during the pandemic. Find out if you qualify ...
February 2024 Newsletter

February 2024 Newsletter

We look forward to the opportunity to work with our clients again this tax season!!
From partnerships to side gigs, who really owes self-employment taxes?

From partnerships to side gigs, who really owes self-employment taxes?

Explore the impact of a recent legal shift that broadens the scope of self-employment taxes, including limited partners and gig workers. Learn ...
Self-employed? Here’s how to pick between a SEP IRA and Solo 401(k) for your retirement

Self-employed? Here’s how to pick between a SEP IRA and Solo 401(k) for your retirement

Explore two popular retirement plans, SEP IRA and Solo 401(k), for the self-employed in this overview, focusing on their benefits, drawbacks, ...
Financial analysis of leasing vs. purchasing a vehicle

Financial analysis of leasing vs. purchasing a vehicle

Understanding the financial differences between leasing and purchasing a vehicle can save you a significant amount of money. This article ...