Let Our Firm Solidify and Expand Your Investments!

Over the years, we have had many clients come to us and thank us for bringing forth a concept they thought they would never reach: investing whether you are an investor or want to become one. KDA is the place for you. We work with clients in all 50 states and have personal investments and deals that we have won and learned from.

Our firm can guide you into new territory and teach you the language of investments, and generational wealth. If you are already an investor, we can guarantee to save you money and find ways through our tax strategy that can help you invest more and more.

We will also partner up with you in making sure we understand and acknowledge all your future goals and NOT just the present ones. Investing is a long term decision, and unlike other firms, we want to hear your concerns, questions, and future goals. We take everything into account and create a strategy road map that you can understand and follow.

Let us guide you, teach you, and be that listening, aiding ear that you have been searching for- we look forward to it!

QUESTIONS ABOUT A TAX ISSUE? ASK OUR EXPERTS.

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From Our Blog

  • Future Business Trends

Future Business Trends

September 16th, 2021|

The past year has been a whirlwind for everyone, particularly businesses impacted by COVID-19. While it's been a challenge to adapt and navigate through so many uncer­tainties and changes, the pandemic has also brought new and exciting opportunities for businesses willing to adapt. Here are some key business trends to be aware of as you work to optimize business results in this new environment. E-commerce is booming  While online [...]

  • What’s your calendar style?

What’s your calendar style?

September 9th, 2021|

What’s your calendar style? As summer winds down and your calendar turns to September, let’s take a look at what kind of calendar you’re turning. In an over-scheduled world, a calendar is a necessity for staying organized—especially if you’re juggling work and household schedules. But there are so many types available that the choices can be overwhelming. That’s why we have a roundup of the advantages and disadvantages of [...]

  • Tax Tips for Homeowners

3 Tax Tips for Homeowners

August 26th, 2021|

Tax Tips for Homeowners You may already know that you can deduct the mortgage interest you pay on your home, but what other tax tips for homeowners are lurking in that house? One of the biggest challenges of owning a home is dealing with the tax laws, especially those around points and cost basis. Just a little bit of knowledge can really clear up these frequently confusing terms. Here’s [...]

  • How 529 Plan Works

How 529 Plans Work

August 12th, 2021|

How 529 Plans Work   A 529 plan is a way for people to save money for a specific individual to attend an institution of higher education. These plans (and there are many) allow for a tax deferment on all earnings and distributions, provided the distributions are used to pay for qualified expenses.   Financial planners consider 529 plans to be the best way for most to accumulate funds [...]

  • New Child Tax Credit

New Child Tax Credit

July 26th, 2021|

Kids are expensive. The advance Child Tax Credit payments are here to help. But could this credit negatively affect your tax bill? Many of my clients have been asking if they should be worried about making bank from the government. In today’s post, I’ll answer some of the common questions I’ve been asked and guide you through any steps you may need to take when claiming the Child Tax [...]

  • Change management for businesses

4 Core Principles of Change Management for Businesses

July 21st, 2021|

Change management isn't always easy and it can be especially messy when it involves an entire business. But it's necessary in an ever-changing world, which is why no organization can afford to remain stagnant. How can you be sure that any changes to your business run smoothly for everyone? By taking the time to think and work through the four core principles of change management, which we've outlined here. [...]