At KEB, our strength comes from the talented professionals who serve our clients with care while also bringing their own unique stories and perspectives to the team. This month, we are excited to highlight Cheyenne Morgan, who joined KEB in 2025! Cheyenne supports the firm with tax and audit preparation and review, always ready to […]

There’s nothing quite like opening the mailbox, seeing an envelope with “Internal Revenue Service” printed on it, and feeling your stomach drop. Even people who are perfectly organized — even people who’ve done everything right — feel the same jolt of panic when they receive an IRS notice. But here’s the truth: Most IRS notices […]

In today’s digital age, social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as accessible as these platforms are, they pose a significant risk when used as a source for tax advice. Misleading or just plain wrong tax advice on social media […]

Tax time is just around the corner, and if you are like most taxpayers, you are probably facing the ominous chore of compiling records in preparation for your tax appointment—whether in person, by videoconference or telephone. The difficulty of this task depends upon how well you maintained your tax records throughout the year. No matter how good your record […]

Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for your 2025 tax filing. Here are last-minute tax issues you might consider:  Not Needing to File a 2025 Return? - If your income and tax situation is […]

When Change Hits Your Business, So Do Tax Consequences  In business, change is constant. You start strong, add partners, grow fast, face challenges, and eventually think about what’s next.  Each of those turning points—what we’ll call “life events”—comes with tax and financial ripple effects that are easy to overlook in the moment.  From new partnerships to ownership disputes, from marriage to […]

We’re excited to share several recent administrative role transitions across KEB that strengthen our internal operations and support continued growth. Rebecca Bergmann joined the KEB Milwaukee office in July 2019 and has recently transitioned into a Marketing & Internal Communications role within the firm. In this position, Rebecca will partner with our marketing team to […]

Qualified Charitable Distributions (QCDs) are a highly effective tool in the tax planning toolkit, particularly for retirees who must take Required Minimum Distributions (RMDs) from their Individual Retirement Accounts (IRAs). By directing a portion or all of an RMD directly to a charity, taxpayers can potentially reduce their taxable income significantly, yielding multiple tax advantages.  Understanding QCDs  A QCD […]

In a move set to redefine the refund process, the Internal Revenue Service (IRS), in collaboration with the U.S. Department of Treasury, has announced the gradual phasing out of paper tax refund checks starting September 30, 2025, as mandated by Executive Order 14247. This transition to electronic refunds marks a significant shift aimed at modernizing […]

In the complex world of tax deductions, understanding the distinctions between above-the-line deductions, below-the-line deductions, and standard and itemized deductions is crucial for effective tax planning. Each category serves a distinct purpose within the tax code, impacting how taxable income is calculated and influencing the overall tax liability of individuals.  Above-the-line deductions, also known as “adjustments to […]