KBM Consulting, LLC

2016 is approaching quickly and therefore, be prepared for the annual inflation adjustments that will impact more than 50 tax provisions. http://www.journalofaccountancy.com//2016-tax-tables-infla

KBM Consulting LLC participated in the 2nd Annual 5K Paws for Cause event to benefit the UDS Service Dogs Program on April 19th, What a fun event to enjoy the outdoors and donate our time for a good cause! The UDS Foundation is a non-profit organization based in Lancaster, PA, committed to helping people with disabilities, including veterans and the elderly, lead more independent and fulfilling lives. For over 40 years, over 300 dedicated employees proudly serve the disabled in 30 counties throughout PA and beyond with service dogs and other home modifications & personal/medical equipment.

Business Colleagues - KBM Consulting is having an Open House on May 2nd from 4:00PM to 7:00PM. If you missed the invite, you can still attend. Please give us a a call!

Business Colleagues - KBM Consulting is having an Open House on May 2nd from 4:00PM to 7:00PM. If you missed the invite, you can still attend. Please give us a a call!

Life is a series of presentations whether it is professional or personal. To learn how to ace all the presentations of life, read this article. http://www.insurancenewsnetmagazine.com//how-to-ace-all-th

Top earners are in for a fright when they pop for this year's taxes.

What a fun evening attending the 2016 UDSF Gala Fundraising Event with family and friends.

Check our new website at www.kbmconsultingllc.com

It's health care open enrollment season. Individuals and families will be selecting their insurance plans for 2016 whether through an employer, a private insurer or shopping on the state and federal exchanges. Be aware if you opt out of coverage for 2016, the penalties have substantially increased. For 2016, the basic fine is $695/adult ($347.50 for children) with a family ceiling of $2,085. The income-based levy is increasing from 2% to 2.5% of household income over the threshold for filing a tax return. http://www.nbcnews.com//check-out-years-obamacare-fine-695

"Advisors are deploying high-tech solutions and achieving measurable results. Executives at leading industry providers attest to as much. AXA, CPS Horizon, National Financial Partners, Pacific Life and Prudential Financial are just a few companies pouring substantial sums into IT solutions for their affiliated advisors."

Attending the NAEPC conference in Amelia Island, FL this week. I had the pleasure of seeing a wonderful colleague and friend, Geoffrey Pfeiffer.

A SLAT can be an effective tax strategy depending on a client's net worth. Typically, a SLAT is a grantor trust and therefore, the grantor is required to pay income taxes. This prevents the trust assets from erosion. The income taxes paid by the grantor are treated as tax-free gifts to heirs.