Helping teams keep up with new professional standards and maintain quality across their work is a big responsibility. For Katy Long, KEB’s Director of Quality Control, it’s an important part of her role supporting colleagues throughout the firm. Since joining KEB in January 2024, Katy has taken on a range of firmwide responsibilities. She leads […]

The final quarter of the year has a way of arriving faster than expected.  For business owners, now is the ideal time to look at your QuickBooks file before year-end deadlines, holiday schedules, tax planning, and 1099 preparation begin competing for your attention. Waiting until December—or worse, tax season—to clean up your books can mean […]

For years, the answer seemed straightforward.  Interest rates were historically low, stock markets generally rewarded long-term investors, and many financial experts encouraged people to invest extra money rather than aggressively paying down low-interest debt.  That advice made sense when mortgages carried interest rates near 3% and savings accounts paid next to nothing.  Today’s financial landscape […]

There comes a point when personal finance stops being just personal.  You are still balancing your own mortgage, retirement savings, taxes, insurance, and everyday expenses. But suddenly, your children may need help with college, rent, or a down payment on a home. Meanwhile, your aging parents are asking questions about Medicare, estate documents, investments, or […]

By Scott Marr, CPA, MST and Sean Ellefson For parents and grandparents, saving for a child often starts with one big question: What is the best way to help them build a strong financial future? For years, 529 plans have been one of the most common answers, giving families a tax-advantaged way to save for […]

Why the smartest capital decisions start with a tax planning conversation “Buy it before year-end so you can write it off.” That advice gets repeated so often in business circles that it starts to sound like strategy. In reality, it is only a fragment of the story. A capital purchase is not primarily a tax […]

For many business owners, succession planning is one of the most important decisions they will ever make, yet it is often delayed until the owner is nearing retirement, facing health problems, or reacting to a crisis. That is usually too late. A good succession plan does far more than name a successor. It addresses who […]

If you inherited a Traditional IRA after 2019, the rules are not always what people expect. The SECURE Act changed the way many inherited retirement accounts must be paid out, and now who inherited the account and whether the original owner had already started required minimum distributions, or RMDs, controls. In some cases, a surviving […]

At KEB, our strength comes from experienced professionals who bring knowledge, perspective, and a genuine commitment to the clients and communities we serve. This month, we’re pleased to highlight Blake Pollard, Senior Manager in our Litchfield office. Blake first joined KEB in January 2016. After a brief time away from the firm, he returned in […]

Most taxpayers don’t plan to get hit with an IRS penalty. Usually, it happens because life got in the way: a bill was missed, a return was filed late, or an estimated payment did not get made on time. For years, one of the best forms of relief in that situation was an IRS program […]