Kerkering, Barberio & Co.

06/19/2026

Do you need a trust protector? In most circumstances, well-established irrevocable trusts function according to their original owners’ intentions. But naming a trust protector may mitigate any lingering risk.

Your estate plan should be flexible enough to adapt to changing laws, family circumstances and financial situations. If it includes an irrevocable trust,

06/19/2026

Black History is American History.

06/18/2026

A like-kind exchange can be a valuable tax-deferral strategy — but only if you follow the rules. Learn four common myths that can lead to missed opportunities or costly mistakes.

If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking about selling a property. If it has

06/17/2026

Strong cash flow doesn’t happen by accident. Find out how your nonprofit can build a more resilient cash flow structure.

Many nonprofits experience financial challenges. Even organizations with healthy fundraising can face cash shortages if money isn’t arriving when it’s needed.

06/17/2026

Another great session in our Business Development Summer Series!

This week, our team explored how everyday client questions can become valuable content that builds trust, demonstrates expertise, and creates opportunities for meaningful conversations. Thank you to Michael Kelley, Zachary Burczak, CPA, Landon Graber, CPA, and Bethany Silvis for sharing their experiences, insights, and practical approaches to turning knowledge into content that serves clients and prospects alike.

Looking forward to continuing the conversation throughout the rest of the series.

06/16/2026

A job loss can create tax consequences that aren’t always obvious. Reviewing your options before making decisions about severance, health coverage and retirement accounts may help you avoid unnecessary taxes and penalties.

Even with a relatively low unemployment rate (averaging around 4.4% over the past year), layoffs and terminations continue to affect workers across many

06/16/2026

Owners of small businesses structured as sole proprietorships or "pass-through" entities face a distinctive challenge: Their business income impacts their personal tax liability. Careful planning is imperative. We discuss some important points to keep in mind, including current tax rates and brackets, as well as the potentially powerful qualified business income deduction.

If you operate your small business as a sole proprietorship or a single-member limited liability company (LLC) treated as a sole proprietorship for tax

06/15/2026

Using a grantor retained annuity trust (GRAT) can be an effective strategy for transferring substantial amounts of wealth to future generations while minimizing gift and estate taxes.

A properly structured grantor retained annuity trust (GRAT) can be a powerful tool for those with estates large enough that gift and estate taxes are a

06/15/2026

The “kiddie tax” can increase a family’s overall tax liability if investment income is generated in a child’s name — even if the child is a young adult. But you may be able to minimize its impact.

Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students

06/12/2026

Every athlete's situation is different, but many of the questions are similar.
Our Professional Athletes team spent the day creating new educational content focused on the tax, financial, and planning challenges NFL players commonly face. From multi-state tax implications to cash flow planning. We explored some of the most common questions we hear from athletes and the proactive planning opportunities that can make a meaningful difference.
By sharing insights from our experience working with professional athletes, we hope to provide practical guidance that helps players better understand their options, make informed decisions, and plan confidently for the future.

A special thank you to Patricia Entsminger, Kathleen Martin, CPA, Michael Kelley, and Bethany Silvis for sharing their expertise and helping bring these conversations to life. We also appreciate our partners at Captivation Agency for their production support throughout the process.

We look forward to sharing these resources soon.