Blog

Mid-Year Tax Review – Our Top 5 Tax Tips

by Max Merritt | Jul 31, 2026

5 Tax & Business Planning Strategies to Review Before Year-End

Running a successful business requires more than filing a tax return once a year. The decisions you make throughout the year can affect your taxes, business structure, retirement savings, asset protection, and long-term financial plan.

In this webinar, KKOS Lawyers Senior Attorney Max Merritt explains key tax and business planning strategies that business owners should evaluate before year-end.

Mid-year planning gives you time to review your current position, identify potential opportunities, and begin implementing strategies before important deadlines arrive.

Book a call with the KKOS Lawyers Client Advisor Team to discuss your investment strategy and determine whether a Comprehensive Tax and Business Consult is right for you.

When Should You Use an IRA LLC or Checkbook IRA?

by Trysten Will | Jun 29, 2026

Most people think estate planning is just about what happens after you pass away. In reality, a properly structured Living Trust can help protect privacy, simplify asset management, avoid probate, and create a smoother transition for your family and business interests long before that day comes.

Why Our Wealthiest Clients Put Everything in Their Living Trust

by Trysten Will | May 27, 2026

Most people think estate planning is just about what happens after you pass away. In reality, a properly structured Living Trust can help protect privacy, simplify asset management, avoid probate, and create a smoother transition for your family and business interests long before that day comes.

LLC Vs. S-Corp: What Entity is Right For You?

by Kevin Kennedy | Apr 21, 2026

Not sure whether an LLC or S-Corp is right for you? This training breaks down the tax implications, key differences, and when it actually makes sense to switch—so you can make a smarter decision as your business grows.