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.

Accounting and AI: what clients need to know and ask

Accounting and AI: what clients need to know and ask

Explore how AI is transforming the world of accounting, enhancing efficiency and accuracy without replacing the human touch.
Understanding the timeframe for IRS audits

Understanding the timeframe for IRS audits

Ever wondered how long you could be subject to an IRS audit? Our latest article breaks down the complexities of IRS audit timeframes.
Back to school consumer outlooks

Back to school consumer outlooks

Boost your back-to-school sales by understanding the latest consumer trends and implementing effective strategies. This article explores ...
Maximizing real estate returns with cost segregation

Maximizing real estate returns with cost segregation

Want to make your real estate work harder for your financial goals? Explore cost segregation, a tax strategy that can accelerate depreciation ...
Master of Your Own Web: Strategies to Protect Your Identity from Hackers

Master of Your Own Web: Strategies to Protect Your Identity from Hackers

Get equipped with strategies to outsmart internet scammers and hackers waiting to steal your identity and money. Understand why strong ...
July 2024 Newsletter

July 2024 Newsletter

With the tax extension deadlines approaching, we are asking all clients to please send in your 2023 tax information as soon as possible.
Planning Ahead: How the End of TCJA Provisions Will Affect Your Taxes

Planning Ahead: How the End of TCJA Provisions Will Affect Your Taxes

Individual tax changes are coming by 2026, and preparation is key to staying ahead. This article offers a peek into the future of tax laws and ...
The DOL expands overtime protections: key changes and implications

The DOL expands overtime protections: key changes and implications

Discover how the Department of Labor's recent expansion of overtime protections could impact your business. This article discusses the key ...
IRS moves forward in Employee Retention Credit processing

IRS moves forward in Employee Retention Credit processing

The IRS is making significant strides in processing Employee Retention Credits. Gain a deeper understanding of these recent updates and their ...
June 2024 Newsletter

June 2024 Newsletter

We are delighted to announce that several employees have recently been promoted effective July 1, 2024. Please join us in congratulating these ...
Plan Ahead for Changes to the Lifetime Gift and Estate Tax Exclusion

Plan Ahead for Changes to the Lifetime Gift and Estate Tax Exclusion

Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings ...
Preparing for the post-TCJA era: corporate tax changes for 2026 and beyond

Preparing for the post-TCJA era: corporate tax changes for 2026 and beyond

Discover what the post-TCJA era has in store for corporate tax changes in 2026 and beyond. This article clarifies the complex tax landscape and ...
The IRS’s new audit strategy: what wealthy individuals, corporations, and complex partnerships need to know

The IRS’s new audit strategy: what wealthy individuals, corporations, and complex partnerships need to know

The IRS is set to dramatically boost audits on high-income earners, major corporations, and complex partnerships. Find out what these changes ...
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 ...
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