September 2022

Estate Planning

Whether you are just getting started, or have a plan in place that may need updates, it's important to know some of the common things that may come up in estate planning. In these two videos from our KS Advisor Video Series, Partner John Mlynczyk shares key points about about estate planning, including:

• Getting started by making a plan.
• Understanding the different types of assets you may have.
• Wills vs. trusts.
• Key tax filing timelines for estates.
• Strategies for estate planning.

Be sure to check out our next issue of the KS Advisor Newsletter, where John will talk more about estate administration. 

KS Advisor Resources

The Great Regret Urges Plan Sponsors to Review Their Benefits Lineup

by Pat Deming, Partner

We have all heard of the Great Resignation, a term coined to describe the millions of employees that left their jobs since the onset of the COVID pandemic in 2020. Many employees who moved on to another job are having second thoughts about their decision—a new phenomenon that is being referred to as the Great Regret.

While the current employee-driven jobs market may be unsettling, Partner Pat Deming shares why it presents an opportunity for plan sponsors to hone their benefits offerings and improve participant communications in this new post from the KS Advisor Blog.

Our new KS Advisor program offers a variety of content for businesses, including industry specific and legislative updates, as well as for personal and family needs. Check out our resource center, including our blog, monthly Q&A events, new video series, and more!

Local Update

New Bend Office

As we shared in the last KS Advisor Newsletter, we have moved into a new, temporary office in Bend. The new space is conveniently located in the former home of the Bend Bulletin at 1777 SW Chandler Avenue. We are currently located in suite 135 while our permanent space in suite 280 is being remodeled. Check out the progress on our new space, which is currently scheduled to be ready in November. 

Software Solutions News

Microsoft Dynamics GP Users Face ‘Urgent’ Product Transition

As Microsoft plans to sunset the popular software in 2025, CFOs face challenges to find a new solution.

Now is the time to start the process of looking for a new financial management solution. Our Software Solutions Department can help you in evaluating your needs and wants in order to find the right solution for you. Contact them at 541-284-2687 or by clicking here.