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.
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 is set to dramatically boost audits on high-income earners, major corporations, and complex partnerships. Find out what these changes ...
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
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
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
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
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
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 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
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
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
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
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
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?
Explore the impact of a recent legal shift that broadens the scope of self-employment taxes, including limited partners and gig workers. Learn ...
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