This year marks an incredible milestone for KEB Wealth Advisors, as they celebrate their 25th anniversary. Founded in the fall of 1999 by Marc Carter, with Jim Hagerman joining soon after, the firm launched with zero clients and just a quarter of an administrative staff—all backed by the steadfast support of KEB CPA partners. From […]

Chris McAuley has had an inspiring journey with KEB, joining the firm initially in 2018 and returning in 2024 after a brief year away. Now a Senior Manager in the Cape office, Chris is integral to KEB’s operations and client service, overseeing day-to-day activities and contributing his expertise in both audit and tax services. His […]

Taxpayers are limited in the annual amount they can contribute to a Roth IRA. The maximum contribution for 2024 is $7,000 ($8,000 if age 50 or older), but the allowable 2024 contribution for joint-filing taxpayers phases out at an adjusted gross income (AGI) between $230,000 and $240,000 (or an AGI between $0 and $9,999 for […]

As the deadline for compliance with the Corporate Transparency Act (CTA) approaches, small and medium-sized businesses (SMBs) must remain vigilant. This legislative milestone, aimed at enhancing corporate transparency, requires businesses to disclose beneficial ownership information to combat illicit activities like money laundering and tax evasion. With the latest insights and reminders, it’s crucial for SMBs […]

The Internal Revenue Code Section 25C credit, also known as the Energy Efficient Home Improvement Credit, is a valuable tax incentive for homeowners who make qualifying energy-saving improvements to their existing homes. This credit has undergone several modifications since its inception in 2006, with significant changes introduced by the Inflation Reduction Act (IR Act). Don’t […]

Attracting top talent is crucial for any organization, and at KEB, we take our campus recruitment efforts seriously. With a commitment to transparency, honesty, and building genuine connections, we aim to find individuals who not only meet our technical qualifications but also align with our firm’s values and culture. We recently sat down with Brooke […]

Fostering the Future of Accounting: A Comprehensive Talent Acquisition Approach By: Brooke Valenti–Jouett Introduction The success of any organization hinges on its ability to attract, develop, and retain top talent. At our firm, we recognize the profound importance of cultivating a new generation of accounting professionals who will not only contribute to our firm’s growth but also […]

Why Using QuickBooks Could Save Your Business By: Sara Jaeger When running a small business, it is easy for an unexpected challenge to escalate into a critical threat if you are unprepared. With time and resources limited, software that streamlines the accounting process and gives you a picture of your business’s overall fiscal health is a game changer. […]

ASC 842 Considerations and Impact By: Kali Patterson ASC 842 will significantly affect how organizations record and report leases. The new guidance createdby The Financial Accounting Standards Board, or FASB, gives a more correct representation of a company’s lease obligations, and can have an impact on your financial statements, even if your number of leases is minimal. […]

Where Should My Next Dollar Go? A Guide to Building Emergency Savings By: Justin Mason, CFP® Life is full of surprises, and not all of them are good. Loss of a job, unexpected bills, or medical expenses are just a few of the unanticipated financial challenges that can throw you off track if you’re not ready for […]