Skip to main content

Site Navigation

Call Email Visit

Client Portal | Client Payment

Browse KLR Companies

KLR Parent Site KLR Executive Search Group KLR CFO Advisory + Outsourcing Envision Technology Advisors

Site Search

Featured Articles

Featured

Reduce Estate Taxes with the Squeeze and Freeze Strategy

global Tax

Reduce Estate Taxes with the Squeeze and Freeze Strategy

High net-worth families who want to transfer future asset appreciation out of their estates, while minimizing their exposure to gift tax, are increasingly turning to a strategy known as “squeeze and freeze.” The general idea is to squeeze as much value as possible from assets and then freeze their value for estate tax purposes.

By David Desmarais, CPA, PFS, MST, MBA, AEP® August 17, 2026

Business View All

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

By Daniel Andrea, CPA, CITP, CISA

Business Valuation View All

Business Valuation After the Big Beautiful Bill: What You Need to Know

Business Valuation After the Big Beautiful Bill: What You Need to Know

By Karen Rice, CPA, CVA

Employee Benefit Plans View All

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

By Ashley Leonard, CPA

Employee Retention Credit (ERC) View All

The Big Beautiful Bill Act Targets Fraudulent ERTC Claims

The Big Beautiful Bill Act Targets Fraudulent ERTC Claims

By Michael Garcia, CPA, MBA

Environmental, Social, Governance (ESG) View All

Do You Do Business in California? A Look into the New SB 261 Legislation

Do You Do Business in California? A Look into the New SB 261 Legislation

By Jacklyn Beebe

By Jeffrey Beckwith, CPA, MSA

Family Owned Business View All

Building a Strong Relationship with Your Bank: How Tax Returns and CPA Financial Statements Impact Your Family Business

Building a Strong Relationship with Your Bank: How Tax Returns and CPA Financial Statements Impact Your Family Business

By Michael Pirolli, CPA, MBA, CEPA

Global Tax View All

From the Field: How We Help Businesses Unlock Trapped Losses

From the Field: How We Help Businesses Unlock Trapped Losses

By Loree Dubois, CPA, MBA

Growth & Transition View All

The 5 Most Common Mistakes That Reduce Value Before a Business Sale

The 5 Most Common Mistakes That Reduce Value Before a Business Sale

By Joseph Quattrocchi, MBA, CPA, CEPA

Insurance View All

5 Signs Your Business Might Be Underinsured and Not Even Know It

5 Signs Your Business Might Be Underinsured and Not Even Know It

By Matthew Glynn

International Tax View All

New 1% Remittance Tax: What the OBBBA Means for Cross-Border Transfers

New 1% Remittance Tax: What the OBBBA Means for Cross-Border Transfers

By Yehmin Chern

Mission Matters View All

Pledges vs. Immediate Contributions: Important Differences Nonprofits Need to Know

Pledges vs. Immediate Contributions: Important Differences Nonprofits Need to Know

By Tyler Gay, CPA, MBA

Paycheck Protection Program (PPP) View All

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

By Anthony Mangiarelli, CPA, MST

Real Estate View All

Bonus Depreciation and Asset Purchases: Thinking Ahead in 2026

Bonus Depreciation and Asset Purchases: Thinking Ahead in 2026

By Christopher Bolte

Recruiting View All

Should I Hire a Chief Financial Officer (CFO) With M&A Experience Before Selling My Business?

Should I Hire a Chief Financial Officer (CFO) With M&A Experience Before Selling My Business?

The Restaurateur View All

What Every Restaurateur Needs to Know About POS Installation

What Every Restaurateur Needs to Know About POS Installation

By Michael Garcia, CPA, MBA

R&D Tax Credits View All

Section 174 Fixed: What Businesses Need to Know About R&E Expensing Changes

Section 174 Fixed: What Businesses Need to Know About R&E Expensing Changes

By Deborah Pallasch, CPA

SECURE Act 2.0 View All

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

By Stephen Fay, CPA, LL.M, JD

State & Local Tax (SALT) View All

Will Your Software Be Taxable in 2027? California and Colorado Update Sales Tax Rules

Will Your Software Be Taxable in 2027? California and Colorado Update Sales Tax Rules

By Shelly Miller, CPA

SOC View All

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

By Daniel Andrea, CPA, CITP, CISA