Part of our job as advisors is explaining important issues in the simplest possible terms and laying out possible strategies and solutions. We’re not looking to confuse you—we’re here to enlighten you and expand your understanding. Bookmark this page or subscribe to our weekly newsletter for a steady stream of helpful articles.
One way many employers stay competitive on the job market and responsive to participants’ needs is occasionally fine tuning their 401(k) plans. Adding a Roth 401(k) feature is a great
A major threat facing small and midsize businesses is fraud. Audits can help business owners identify anomalies and deter would be fraudsters, even though they aren’t necessarily designed to uncover
A joint living trust with your spouse can make it easier to manage shared assets, but separate trusts may offer more planning flexibility for creditor exposure, taxes, and family circumstances.
Whether you’re launching a start-up, expanding into new markets, developing a product, or pursuing a business acquisition, attracting investors takes more than a strong idea. Investors want to see a
Today’s donors increasingly want an active role in deciding where their charitable dollars go. That’s one reason giving circles, which are groups of individuals who pool contributions and collectively choose
The new tax deduction for taxpayers age 65 and older was sometimes referred as “no tax on Social Security” last year. However, this deduction of up to $6,000 per individual,
U.S. military veterans own majority stakes in more than 1.6 million businesses and represent 5.3% of this county’s business owners, according to the U.S. Small Business Administration. Even if you’re not
Start-ups have many decisions to make, and choosing a legal entity is one of the most important. Your entity type affects how your business is taxed, how profits and losses
AI is changing how organizations operate, no matter their size or purpose. As a result, employers may need to teach their staff how to use technology appropriately and productively. This
Springfield, MO – KPM Wealth Advisors is pleased to announce its ranking among Accounting Today’s 2026 Top CPA Firms by Assets Under Management (AUM). This national recognition places the firm
To issue financial statements that align with U.S. Generally Accepted Accounting Principles (GAAP), you must dedicate significant time, expertise, and resources. Some stakeholders and lenders prefer and sometimes even require
Settling a loved one’s finances when they pass away can be an emotional and complex task. With that, a legal process that often comes into play is probate. Implementing probate
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