Kerkering, Barberio & Co.

Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.

Tax planning for real estate investors · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over

The tax rules for several fringe benefits have recently changed. See what’s new for 2026 and what to consider as you fine-tune your benefits package for 2027.

Which fringe benefits are tax-free to employees? · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits package matters, too — and benefits with

Need more helping hands? Corporate volunteer programs could be a good fit for your nonprofit. Learn how to find the right partners and turn one-time support into lasting relationships.

Corporate volunteer programs: Finding the right fit for your nonprofit · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL Volunteers can provide critical support for nonprofits, helping organizations fill important gaps and devote more resources to their missions. But recruiting

Well-educated bookkeepers can help your company save cash, collect receivables more effectively and find ways to cut costs. As well, they will keep well-organized records that can help save time for your accountant.

Here is an overview of the benefits of encouraging your bookkeepers to improve their skills.

Enhance Your Bookkeepers' Knowledge · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL Many construction bookkeepers have gaps in their knowledge about how to produce quality financial statements. That can matter at year-end. There is only so

Supporting education could come with a new federal tax benefit beginning in 2027.

Under the One Big Beautiful Bill Act, eligible individuals who make qualified contributions to Scholarship Granting Organizations may be able to claim a federal income tax credit of up to $1,700.

For those who already include charitable or educational giving in their plans, the new credit adds another consideration when deciding when and how to give.

Our latest article covers:

• How the new tax credit works
• What Scholarship Granting Organizations do
• How qualifying scholarships are treated for tax purposes
• What taxpayers should consider before the credit takes effect in 2027

There’s still time for additional guidance before the credit becomes available, but understanding the new rules now can help taxpayers plan ahead.

Read the full article to learn more.

A New Tax Credit for Scholarship Contributions Is Coming in 2027 · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL The One Big Beautiful Bill Act introduces a new federal income tax credit designed to encourage contributions to organizations that provide scholarships for

Employers that pay overtime should familiarize themselves with new IRS guidance on the federal tax deduction for overtime pay. The updated FAQs clarify the rigorous requirements for how employers must identify, calculate and report qualified overtime income. We review the deduction's basic concepts and highlight key points from the guidance.

IRS Updates FAQs on Overtime Deduction: What Employers Should Know · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL Before the One Big Beautiful Bill Act (OBBBA) became law in 2025, overtime income was fully taxable for federal income tax purposes. However, the OBBBA

Medical practice transactions, including sales, mergers and acquisitions, require a clear understanding of value. If you're considering any of these scenarios for your practice, you'll need to start with a practice valuation.

Engaging external professionals with proven experience in medical practice valuation can help you better understand the process.

What You Need to Know About Practice Valuation · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL Medical practice transactions — including sales, mergers and acquisitions — require a clear understanding of value. If you're considering any of these

Adequate life insurance coverage can provide your surviving family members with financial resources to manage ongoing expenses or allow you to leave a legacy for the next generation.

How should life insurance fit into your estate plan? · Kerkering, Barberio & Co., Certified Public Accountants • Sarasota, FL Life insurance can provide critical financial protection for the people who depend on you or help you achieve other estate planning goals. But to serve its

A little one is on the way!💚

Our team recently came together to celebrate Landon with a special baby shower. It was a wonderful chance to share some laughs and well wishes as he gets ready for this exciting new chapter.

Congratulations, Landon! Wishing you and your family all the best as you prepare to welcome your little one!