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.
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 ...
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
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
Did you receive a letter from the IRS? Learn what steps you should take and mistakes to avoid in responding to a notice.
House reconciliation bill: AICPA’s concerns over some proposals
The House's One Big Beautiful Bill Act introduces tax changes that could impact pass-through entities and professional service providers. With ...
May 2025 Newsletter
The KL partners would like to thank you for trusting us to provide prompt, personalized and quality service each year! We would also like to ...
Asset sale vs. stock sale: what business owners need to know before selling
Deciding to sell your business? Navigate the complexities of asset sales versus stock sales with our comprehensive guide. Discover how each ...
1031 Exchanges: what qualifies and where investors get tripped up
Discover how 1031 exchanges can be a game-changer for real estate investors, offering a strategy to defer capital gains taxes while reinvesting ...
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