You’ve hit your 40s or 50s, and suddenly, retirement doesn’t feel like a distant mirage. It’s real. The countdown is on. But here’s the good news: You’re in a prime position to play catch-up and fortify your future, using smart tax strategies to stretch your dollars further. Think of it as turning your financial cruise […]

The dreaded moment arrives: you check your mail, and there it is—a letter from the IRS. Your heart sinks. What could it be? A mistake? A penalty? A request for missing information? If this sounds familiar, you’re not alone. During filing season, the IRS sends out millions of notices, often leaving taxpayers confused, stressed, and […]

As it does every year, the Internal Revenue Service recently announced the inflation- adjusted 2025 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical, or moving purposes. Beginning on Jan. 1, 2025, the standard mileage rates for the use of a car (or a van, pickup […]

We are excited to introduce Kate Schneider, who joined KEB in 2024 as the Chief Operating Officer to lead all Administrative functions, including HR, Finance, and Technology! Kate brings over 28 years of experience as a business unit CFO and operations executive with a demonstrated history in mergers & acquisitions, strategy development, and execution. Prior […]

Tax planning is a crucial aspect of financial management, yet it often remains underestimated by many taxpayers. One area that frequently causes confusion and potential financial strain is the management of estimated tax payments and the associated penalties for underpayment. Understanding the intricacies of estimated tax safe harbors, the requirement for payments to be made […]

As the year draws to a close, it’s crucial to take stock of your financial situation and make strategic moves to minimize your tax liability. With a little planning and foresight, you can take advantage of various tax-saving opportunities. Here are some last-minute strategies to consider before the year ends. Itemizing Deductions and Medical Expenses […]

As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liability for the upcoming year. By taking proactive steps in the final months, businesses can not only minimize their tax burden but also streamline their financial operations. Here’s a comprehensive guide on […]

As the year draws to a close, it’s time to evaluate your tax strategy. Both business owners and individual taxpayers can benefit from proactive year-end tax planning to make the most of current opportunities and prepare for future changes. Here are a few key considerations to help you navigate the tax landscape effectively.   For […]

At KEB, our team is what sets us apart, and this month we’re thrilled to spotlight two of our Wealth Advisors, Jared Van Slyke and Chris Brauner, who bring dedication, unique experiences, and passion to their roles.   Meet Jared Van Slyke Jared Van Slyke joined the KEB Wealth Advisors team with an impressive background […]

Tax preparers often encounter clients who are confused about the various tax credits available to them. Understanding these credits can significantly impact your tax liability and, in some cases, result in a refund. This article aims to demystify individual tax credits, explain the difference between refundable and non-refundable credits, and discuss credit carryovers. By the […]