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Converting unused 529 plans to a Roth IRA

In recent financial news, a significant change was introduced to allow for the conversion of unused funds in 529 plans to Roth IRAs.
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Unlocking the benefits of converting your Traditional IRA to a Roth IRA

Retirement planning is a crucial aspect of financial security, and understanding the various retirement accounts available can significantly impact yo...
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Mind flex: Patriotic pop quiz

Test your knowledge of the red, white and blue with these 9 questions.
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Life and living: Sun’s out, fun’s out: 5 ways to celebrate your team

Take time this summer to celebrate your staff with these five engaging activities.
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5 business tips for a successful summer season

We’ve gathered five essential small business tips to help you thrive during the summer busy season.
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Staying resilient in business: Navigating risk management

Discover the role risk management plays in preparing your business in the face of adversity.
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How to launch your dream business in 2025

If you’re thinking of starting a new business in the new year, we have five steps to get you started now.
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Preserving a legacy: The importance of succession planning

Learn why your small business needs a succession plan, the risks of not having one and the various options available to you.
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From the firm

From the firm: Work hard, play hard: Summer edition

Discover how to balance business success and summer fun.
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From success to succession planning

A guide for securing the future of your small business
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What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...
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Employee Spotlight: Kamala Stalboerger

Today, the spotlight is on Kamala Stalboerger who not only has a degree in Accounting but in Anthropology as well!
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The IRS is moving in on abusive ERTC claims

Millions of businesses are falling victim to tax credit companies offering assistance in filing claims for employee retention tax credit (ERTC)...
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Employee Spotlight - Sheri Rodlund

Today, the spotlight is on one of the newest members of our Kelling CPA Ltd. team: Staff accountant Sheri Rodlund, who also attended Anoka Ramsey Comm...
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News and announcements

Kelling, Bocovich & Co. have some important updates to share with our clients! First…
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