Kerkering, Barberio & Co.

10/21/2026

If the 3.8% net investment income tax could be on your horizon, there are ways to reduce its impact.

Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT)

10/21/2026

A special needs trust allows you to leave as much as you can for a family member with disabilities without negatively affecting government benefits.

Estate planning can take on added significance when a child, spouse or other loved one has a disability. Leaving assets directly to that person — even with

10/20/2026

Closing a medical practice involves more than simply shutting the doors.

Whether you're retiring, selling your practice, or transitioning to another opportunity, there are important responsibilities to consider, especially when it comes to patient records, legal documentation, and continuity of care.

From notifying patients to ensuring medical records are properly maintained, planning ahead can help make the transition smoother for both physicians and their patients.

This article outlines key considerations healthcare professionals should understand before closing a medical practice.

Read the full article to learn more.

For most small business owners, closing up shop is relatively simple — perhaps they take down their signs, get rid of inventory and turn the lights off. But

10/20/2026

Happy Italian American Heritage Month!

This October, we celebrate the rich traditions, culture, and contributions of Italian Americans who have helped shape our communities.

To all our KB employees, clients, and community members who celebrate, we wish you a wonderful Italian American Heritage Month!

10/19/2026

Form 1099 reporting rules are changing in 2026. Is your business prepared?

Under the One Big Beautiful Bill Act, the general reporting threshold for certain Forms 1099 increases from $600 to $2,000, and changes to Form 1099-K reporting requirements may also affect businesses and payment platforms.

While these changes may reduce some reporting obligations, accurate recordkeeping and proper vendor documentation remain just as important.

Our latest article breaks down what's changing, which payments may be affected, and what businesses should consider when preparing for year-end reporting.

Read the full article to learn more.

Businesses issue Forms 1099 every year to report certain payments made to independent contractors, vendors, and other recipients. Under the One Big Beautiful

10/19/2026

Year-end tax planning shouldn't wait until December.

For business owners, decisions made before the end of the year can have a meaningful impact on their 2026 tax obligations. From managing taxable income to reviewing deductions and planned purchases, there may still be opportunities to consider.

Our latest article highlights several year-end tax planning strategies, including:

• Managing the timing of income and expenses
• Reviewing the qualified business income (QBI) deduction
• Exploring depreciation opportunities for equipment and other qualifying assets
• Planning for eligible business investments

Starting the conversation early gives business owners more time to evaluate their options and make informed decisions before year-end.

Read the full article to learn more.

For business owners, year-end tax planning should start well before the final days or even weeks of the year. No matter how big or small your business, you

10/16/2026

After a busy stretch of audit and tax deadlines, a little happy hour was just what our team needed!

Our KBers recently got together to unwind, share some laughs, and enjoy time with colleagues outside the office.

It's always nice to take a break from the day-to-day, especially after weeks of hard work and teamwork to get through deadline season.

A big thank you to our team for all the dedication and effort that goes into serving our clients. Cheers to our KBers and a well-deserved break! 💚

10/16/2026

Not all nonprofit endowments come with the same rules, and understanding the difference matters.

Donor-restricted and board-designated endowments may both support an organization's long-term mission, but who places the restrictions on those funds can affect how they're managed, used, and reported.

For nonprofit leaders and board members, understanding these distinctions is important for maintaining accurate financial records, honoring donor intent, and making informed decisions about available resources.

Our latest article breaks down the differences between these two types of endowments and shares important considerations for managing and reporting them.

Read the full article to learn more.

Endowments can play an important role in a nonprofit organization’s long-term financial strategy, providing resources that can support its mission for years

10/16/2026

A big thank you to the Sarasota community!

Kerkering Barberio has been named the Diamond Winner for Best Accounting Firm in Magazine's Best of Sarasota 2026!

What makes this recognition so special is knowing it comes from the community we've had the privilege of serving for more than 50 years.

To our KB team, thank you for the care and dedication you bring to our clients every day. And to our clients and community, thank you for your continued trust, support, and for voting for KB!

Congratulations to the Gold, Silver, and Bronze winners! We're grateful to be recognized alongside so many wonderful local businesses.

10/15/2026

A little fun goes a long way during deadline season!

With the October 15 deadline here, we're keeping spirits high with a few random fun prizes!

Congratulations to Landon Graber, our latest Random Raffle winner, and to Zachary Burczak, our Wheel of Fun winner!

It's the little moments like these that bring some extra fun to busy days. Thank you to all our KBers for their hard work as we reach the finish line! 💚