October 16th Deadline!
With the September 15th deadline behind us, we would like to share a reminder that individual, gift taxes and C Corporation tax returns that were extended in April are now due on October 16th. Please send in any necessary remaining information as soon as possible to ensure we can complete your returns timely.
Tax traps to beware of with life insurance planning
Podcast Episode
There are many professionals involved with clients and their tax, retirement, estate, insurance, and investment planning. In the case of life insurance, it’s important to be on the lookout for tax traps before it’s too late. In this episode of the PFP Section podcast, David Kushner, CPA, interviews expert Lee Slavutin, MD, CLU to inform us of the issues we need to know.
Famly Night!
The KL team recently enjoyed some recreational time at Rock & Bowl – it was great to celebrate with everyone’s families again.
Who Dat Friday!!
The KL team enjoyed a little Black & Gold treat to kick off the first Saints game of the Season!!
Featured Insights
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 new transition rules that could potentially benefit retirees and their tax planning strategies.
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 reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.
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 what it is, how it’s calculated, and how it affects a business’s profitability, cash flow, and overall growth.
Join Our Team!
We are always interested in meeting highly qualified and motivated individuals to join our team. We offer a very competitive compensation and benefits package and a good work life balance environment.
If you're interested in exploring employment opportunities with our firm, please email your CV/resume to Jenna.slocum@kl.cpa