June 2022

All About IRAs

There are lots of ways to save for retirement, including setting up an IRA. But how do you know which options may be best for you? In these two videos from our KS Advisor Video Series, Partner Kevin Bell shares key factors about IRAs for you and for kids, including:

• Understanding the difference between Roth and Traditional IRAs.
• The tax implications of both types of accounts.
• Comparing 401(k) and IRA accounts.
• Investment options to consider.
• When your children can start an IRA and when you can contribute to one for them. 

New Bend Office

We are pleased to share that our new office in Bend is officially open. The new space is conveniently located in the former home of the Bend Bulletin at 1777 SW Chandler Avenue. Please note, we are temporarily located in Suite 135 while our permanent home in Suite 280 is being remodeled.

All phone numbers and email addresses for our Bend team and office have not changed and remain the same.

We hope to see you in our new office soon!

KS Announcements

Congratulations to Our Newest Partner!

Contact Trever

We are happy to announce that Trever Campbell was recently named partner for the firm. Trever joined Kernutt Stokes in 2011 and relocated to the firm's Bend office in June 2022. 

Please join us in congratulating Trever!

Additional Promotions

We also recently announced that Jonathan Davenport has been named tax manager and Charlotte Kreitlow has been named virtual accounting manager. 

Additional promotions include Randy Dean to tax senior, Veronica McCauley employee benefit plan (EBP) senior, and Liz Spreier to A&A senior.

Sage Intacct Planning

Has your business outgrown Excel for budgeting and planning?

Sage Intacct Planning is a robust, cloud-based planning, forecasting, and budgeting tool. Easily collaborate with others, create what-if scenarios and powerful modeling capabilities.

Reduce the time it takes to build, revise, and publish financial reports by 78%.

To learn more about Sage Intacct Planning, please click here or contact Wendy Gorski in our Software Solutions department. 

In Case You Missed It

Curious about crypto? Wondering what type of entity best fits your business? Have questions about fraud in today's economy?

Be sure to check out the recordings from our KS Advisor Monthly Q&A series on these topics and more.