Kerkering, Barberio & Co.

07/23/2026

Small business owners: New tax rules may significantly reduce the cost of providing child care to your employees. But how much can you claim, and which arrangements qualify? Here’s what you need to know.

Offering a broad menu of employee benefits can help your business attract and retain skilled workers. One benefit that’s popular among employees with families

07/22/2026

We're a Finalist in Sarasota Magazine's Best of Sarasota 2026! 🎉

We’re excited to share that we’ve been named a finalist in Sarasota Magazine's Best of Sarasota 2026!

Now it’s time for the final round, and we’d love your support. If we’re one of your Sarasota favorites, cast your vote and help us earn the title of Best of Sarasota.

You can vote once per day through July 22.

Vote today at SarasotaMagazine.com/BestOf2026.

We're thrilled to be part of this amazing community and can't thank

Discover and vote for the best local businesses in Sarasota

07/22/2026

Last year's One Big Beautiful Bill Act created a new type of tax-advantaged savings vehicle for eligible children: Section 530A accounts (also known as "Trump Accounts"). The accounts "went live" for contributions beginning on July 4, 2026, so we provide a comprehensive overview — including a look at recent IRS guidance.

Parents, grandparents and others can now contribute to Internal Revenue Code Section 530A accounts — also known as "Trump Accounts" — to benefit eligible

07/22/2026

In an unusual move, the IRS has made a midyear increase in the standard mileage rate for business vehicle use. Also rising is the standard mileage rate for qualifying medical care and eligible moving expenses for certain individuals. Here are the rates now in effect through December 31, 2026.

The IRS recently announced an increase in the optional standard mileage rate for business vehicle use for the second half of 2026. The adjustment reflects

07/21/2026

For professional athletes, state income taxes are rarely as simple as filing where you live. One season can create tax filing obligations in multiple states, and many players are surprised to learn they owe tax in places they only visited for a game or a few days of practice. Understanding how states allocate income and why your W-2 may not tell the full story can help you avoid costly mistakes, reduce unexpected tax notices, and ensure you're paying tax only where it's actually owed.

Professional athletes owe state income tax in each state they play, based on duty days. How the allocation works and why W-2 withholding is often wrong.

07/20/2026

Merging with another nonprofit can expand mission impact while strengthening operations and improving financial resilience. But it can also create challenges. Before you take the leap, consider these critical issues.

A merger of nonprofit organizations can provide many benefits — but only when organizations enter the process with clear goals and conduct careful due

07/17/2026

Are you planning to contribute to Section 530A accounts (also known as a “Trump accounts”) for your children or grandchildren this year? If so, you need to know about this recent IRS guidance.

Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by last year’s One Big Beautiful Bill

07/16/2026

A winning scratch-off ticket or a slot-machine payout is worth celebrating, especially if it’s big. But there are also income tax consequences to be aware of.

It’s easy to focus on the excitement of a big win. But federal tax law generally treats lottery prizes, gambling winnings and other awards as taxable income.

07/16/2026

That's a wrap on our 2026 Business Development Summer Series!

Over the course of eight sessions, our team explored every stage of business development—from building your personal brand and creating meaningful content to networking, client conversations, AI, community involvement, and everything in between. Most importantly, we learned that there is no one-size-fits-all approach. Business development is about building relationships in a way that reflects your strengths, interests, and authentic style.

To close out the series, participants created a personalized Business Development Playbook, identifying immediate action steps and setting 30, 60, and 90-day goals to continue building confidence and momentum.

A special thank you to our presenters for sharing their experiences, insights, and real-world examples throughout the series. And thank you to every team member who showed up, participated, asked thoughtful questions, and invested in their own professional growth.

At Kerkering Barberio, we believe investing in our people is one of the best investments we can make. We're proud to create opportunities that encourage learning, collaboration, and continued growth—both for our team and the clients we serve.

07/15/2026

Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes.

Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly