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.
Two Estate Planning Strategies to Help Protect Wealth
A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access ...
October 2023 Newsletter
KL is very pleased to announce that CityBusiness has once again recognized our firm as a “2023 Best Places to Work” – thanks to our fantastic team!!
IRS declares a moratorium on processing new employee retention credit claims
IRS declares immediate moratorium on processing new claims for Employee Retention Credit due to concerns of scams and improper claims, urging ...
Inheriting an IRA, but not from your spouse? Here’s what you need to know.
While inheriting an IRA can be a boon, it's crucial to understand the rules governing it to avoid unnecessary taxes or penalties.
Strategic giving: comparing private foundations and donor-advised funds
Discover the benefits of private foundations for managing charitable giving and how they differ from donor-advised funds. Gain greater control ...
September 2023 Newsletter
With the September 15th deadline behind us, we would like to share a reminder that individual, gift taxes and C Corporation tax returns that ...
Why the Cost of Customer Acquisition Is So Important
For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we'll explain ...
IRS announces transition relief for RMDs following the SECURE 2.0 Act
Discover how the IRS is providing much-needed relief for Required Minimum Distributions (RMDs) in light of the SECURE 2.0 Act. Learn about the ...
Determining Reasonable Compensation for S-Corp Owners
As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's ...
Tax traps to beware of with life insurance planning
In this episode of the PFP Section podcast, David Kushner, CPA, interviews expert Lee Slavutin, MD, CLU to uncover the three situations in which ...
August 2023 Newsletter
We are pleased to announce that KL has recently received the following recognition - thank you to our clients & team!!
Hiring Your Child Can Help You Save Big in Taxes
Hiring your child for your business can lead to significant tax savings by shifting income, reducing taxes, and reducing FICA and FUTA ...
Financial red flags: a guide for nonprofit board members and directors
Protect your nonprofit organization from financial crises with these expert tips for board members and directors. Discover the warning signs of ...
Understanding the SALT deduction and PTE tax elections
The SALT deduction has been a longstanding benefit for taxpayers who pay state and local taxes. However, recent limitations to the SALT ...
How Top CEOs Found Success Through Immersion
Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining ...
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