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!

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From Our Blog

  • An attitude of gratitude 20 things to be thankful for this year

An attitude of gratitude

November 18th, 2021|

An attitude of gratitude 20 things to be thankful for this year   When is the last time you thought about what you’re most thankful for? If you’re like most of us, it was probably last Thanksgiving. But even crazy and chaotic years have their points of light, so here’s a handy list to help prepare yourself in case you’re put on the spot at this year’s Thanksgiving dinner. [...]

  • Gifts and incentives: Know the tax rules and write-offs

Gifts and incentives: Know the tax rules and write-offs

November 4th, 2021|

Whether personal or business-related, the holidays are a popular time to give and receive financial gifts. It's important to keep the tax rules in mind since they can affect both the giver and recipient. We have some information to help you navigate the naughty and nice list for cash and investment gifts (and remember to visit irs.gov for the most current information). As defined by the IRS, gifts include [...]

  • 8 Tax-Saving Tips for Small Businesses

8 Tax-Saving Tips for Small Businesses

September 25th, 2021|

Tax-Saving Tips for Small Businesses Personal taxes can be complicated. Business taxes can be even more difficult. If you own a small business, tax time can be challenging. The livelihood of any company is at least partially dependent on its ability to minimize its tax liability while meeting the requirements of the IRS. While taxes are rarely enjoyable or interesting topics, they’re a part of any business owner’s life. [...]

  • 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 [...]