by Kushner LaGraize, LLC | Oct 30, 2025
October 2025 Newsletter Category: October 15th Deadline Cheers to the end of tax season! The 2024 tax filing season officially wrapped up on October 15th, and our KL team celebrated with a well-earned happy hour!A huge thank you to our clients, colleagues, and friends...
by Kushner LaGraize, LLC | Oct 21, 2025
Final regulations released on increased catch-up contributions under SECURE 2.0 Category: The SECURE 2.0 Act made significant changes to retirement plan rules, including new requirements for catch-up contributions. While the law was passed several years ago, plan...
by Kushner LaGraize, LLC | Oct 21, 2025
A financial guide for heirs navigating inherited assets Category: Inheriting significant assets often comes at a time of grief and uncertainty. Beyond the emotional weight, the financial responsibilities can feel overwhelming, especially when the next steps...
by Kushner LaGraize, LLC | Oct 21, 2025
Inflation-adjusted tax provisions: 2026 updates Category: Every year, the government adjusts certain tax thresholds and deductions for inflation. These changes can have a significant impact on how individuals and businesses plan their finances. For the 2026 tax year,...
by Kushner LaGraize, LLC | Sep 29, 2025
September 2025 Newsletter Category: Meet The Firms Event The KL team enjoyed participating in UNO & SLU "Meet the Firms" event this month! Thank you again to both universities for the opportunity to meet your exceptional students!! Join Our Team! We are always...
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