The KHA Way:
Meeting Needs. Adding Value.
An Important Message for Our Clients: Discontinuation of 1099 Preparation Read More.
Our Denton office is moving! Take a look at what our new space will look like here.
About Us
Relationships have and always will be the hallmark of KHA. We believe the best way to truly help our clients maximize financial success is to have a deep knowledge of you and your business. Only then can we be a trusted partner. We earn that trust by living two simple principles:
- Meet the needs of our clients.
- Always add value.
We do this by providing the highest level of service delivered with unquestionable ethics.
That’s The KHA Way.
Our
Services
At KHA, our industry groups are at the heart of our practice. Our professionals immerse themselves in their clients’ businesses to provide the most cohesive, strategic, and impactful array of services in the industry.
Strategic Consulting
Tax Compliance & Planning
Who We Serve
Insights
OBBBA: Changes for Individual Taxpayers
The landscape of individual tax planning is evolving. Explore the key deduction and estate planning changes that may affect you.
OBBBA: Research and Development Tax Planning
The R&D game just changed. Watch to see what it means for your bottom line.
Using POD and TOD Accounts in Your Estate Plan
Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
The Strategic Power of Charitable Lead Trusts: How Families Can Transfer Assets While Making an Impact
Charitable lead trusts offer families a powerful strategy to dramatically reduce estate taxes while transferring appreciating assets to the next generation and supporting charitable causes simultaneously. By leveraging today’s low interest rate environment, a $10 million CLT could potentially transfer $3.7 million or more to family members while creating a taxable gift of only $528,700. However, families must carefully weigh the substantial benefits against significant risks, including asset underperformance, irrevocable structure, and complex administrative requirements.