Kelsay Advisory Group

10/07/2026

Great afternoon at today’s Greater Fort Myers Chamber luncheon with Senator Rick Scott.

Always grateful for opportunities to connect with local business and community leaders across Southwest Florida.

10/07/2026

It’s almost that time ⏰

Did you know the thresholds for issuing 1099s changed?

For 2026 - the threshold for 1099 NECs increased from $600 to $2,000. This will reduce the amount of 1099s that businesses have to generate this year. 🙌

1099 Best Practices:

- Always request W9s from vendors (so you aren’t scrambling later)
- 1099s are due by Feb 1st 2027
- Prepare them early following 12/31 so you can remedy any issues early

Reach out to us with any questions or if you need assistance filing your 2026 1099s 📋

👇🏻

Call or Text
463-237-5855
www.kelsayadvisorygroup.com

09/30/2026

Our family moved to the Babcock Community in June and we are so excited to be setting up our office downtown 📍

One of my passions is educating clients on how to keep more of what you make with some simple tax planning strategies.

This session will cover strategies for both individuals and businesses.

Look forward to meeting everyone there.

09/28/2026

After 15 years as IRS2Go, the IRS’s taxpayer app now offers expanded access to account services under a new name. The IRS said it expects to add more capabilities to the app over time.

09/11/2026

September 11, 2001 showed us the true meaning of unwavering courage.

Courage isn’t the absence of fear. It’s choosing to act in the face of it. It’s running toward danger when every instinct tells you to run away. It’s putting another person’s life before your own. It’s strangers becoming helpers, ordinary people becoming heroes, and communities standing together when the unimaginable happens.

Unwavering courage is strength that does not retreat when circumstances become difficult. It is service, sacrifice, compassion, and resolve when they are needed most.

Twenty-five years later, we remember the lives lost and honor the extraordinary courage shown that day.

May we carry a little of that courage forward with us. 🇺🇸

09/03/2026

Optimism among CPA decision-makers about the coming 12 months edges up in the quarterly AICPA and CIMA Economic Outlook Survey.

08/12/2026

**Update: We’re currently interviewing qualified candidates and are no longer accepting resumes for this position. If you weren’t selected - please be on the lookout for future opportunities.**

📣 We’re Hiring: Part-Time Bookkeeper & Administrative Coordinator

Kelsay Advisory Group is looking for a dependable, detail-oriented professional to support our bookkeeping and day-to-day administrative operations.

Key responsibilities include:

• Bookkeeping and bank reconciliations
• General ledger review
• Month-end reporting
• Payroll processing
• Answering phones
• Scheduling appointments and Zoom calls
• General administrative support

Position details:

📍 Punta Gorda, Florida
🏠 Hybrid position
📅 Monday–Thursday
⏰ 9:00 a.m.–2:00 p.m.
💵 $25 per hour
📈 Opportunity to expand hours

The ideal candidate has previous bookkeeping experience, strong organizational and communication skills, and proficiency with QuickBooks, Microsoft Office, Excel, and Zoom.

Interested candidates should email a résumé and brief introduction outlining their bookkeeping experience, the accounting and payroll systems they have used, and their availability to:

📧 [email protected]

Please share this post with someone who may be a great fit!

Explore expert financial advisory services to enhance your wealth management and investment strategies. Schedule a consultation today!

08/04/2026

We’ve been busy this summer revamping our internal processes to make everything easier for our clients✅

Rolling out our new website where now you can:

🗓️ Book appointments directly online

📰 Read our latest articles

📋 Download our tax checklists and fillable forms

👮 Upload secure documents directly to our team

💴 Easily pay your invoices online

⭐️ Leave us a review

Check out our new website and feel free to leave a review while you’re there:

Explore expert financial advisory services to enhance your wealth management and investment strategies. Schedule a consultation today!

07/28/2026

**Indianapolis Followers**

I'm looking forward to being a speaker at Perspective Financial Group's upcoming Luncheon.

Mark your calendar for Wednesday August 5th from 11am to 1pm @ Maggiano's Little Italy 📅

RSVP to: [email protected] by Friday 07/31

See you there!!!

07/24/2026

🏡 Did you know your home improvement receipts could save you thousands in taxes?

A new roof. An HVAC system. Hardwood floors. A kitchen remodel.

These expenses may increase your home's tax basis and potentially reduce capital gains taxes when you sell—but only if you have the documentation. **Checklist in the comments**

I explain what qualifies as a capital improvement and why saving receipts matters in my latest article.

Keep More with Kelsay™

📖 Read more:

Let's talk about capital gains tax as related to the sale of personal residences. What is it? How do you reduce it?