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Our latest insights

Explore timely insights on the events, trends and changes that could impact your wealth and the decisions you make.

JUL 16, 2026 3 MIN READ
8 Tax Law Changes in 2026: What Individual Taxpayers Should Know Blog Articles

8 Tax Law Changes in 2026: What Individual Taxpayers Should Know

The One Big Beautiful Bill Act (OBBBA) was signed into law in 2025 and made sweeping changes across the tax code. While some provisions took effect immediately, several significant individual tax changes did not become effective until January 1, 2026. Now that we are more than halfway through 2026, many taxpayers may not realize just […]

Krilogy By: Krilogy
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MAY 5, 2026 3 MIN READ
Missouri’s Homestead Disaster Tax Credit: What It Is, and Why Payments Are Delayed Blog Articles

Missouri’s Homestead Disaster Tax Credit: What It Is, and Why Payments Are Delayed

Following the severe storms and tornadoes that impacted many Missouri communities in 2025, the Missouri legislature created a new tax credit intended to provide relief to affected homeowners and renters. This credit, known as the Homestead Disaster Tax Credit, is designed to help offset insurance deductibles paid on disaster‑related claims involving a taxpayer’s primary residence. […]

Krilogy By: Krilogy
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MAR 2, 2026 3 MIN READ
The IRS Is Moving Away From Paper Checks: What Individual Taxpayers Need to Know | Krilogy Tax Services Blog Articles

The IRS Is Moving Away From Paper Checks: What Individual Taxpayers Need to Know | Krilogy Tax Services

As part of Executive Order 14247, “Modernizing Payments To and From America’s Bank Account,” the U.S. Treasury and IRS have begun a major transition toward fully electronic payments, both the refunds taxpayers receive, and the payments taxpayers send to the IRS. The goal is to increase security, reduce fraud, speed up processing, and cut the […]

Krilogy By: Krilogy
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JUL 23, 2025 3 MIN READ
Tax Impact of the OBBBA | Krilogy Tax Services Blog Articles

Tax Impact of the OBBBA | Krilogy Tax Services

The “One Big Beautiful Bill Act,” (OBBBA) signed into law in July 2025, contains a wide array of tax provisions impacting individuals, businesses, and international tax policy.  While the legislation touches on numerous areas, this summary focuses specifically on the provisions we believe are most relevant to our individual clients. It’s worth noting that the […]

Krilogy By: Krilogy
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JUN 12, 2025 3 MIN READ
Understanding Donor-Advised Funds: A Tax-Efficient Path to Charitable Giving | Krilogy Tax Services Blog Articles

Understanding Donor-Advised Funds: A Tax-Efficient Path to Charitable Giving | Krilogy Tax Services

For individuals and families looking to make a lasting charitable impact while optimizing tax benefits, Donor-Advised Funds (DAFs) offer a powerful and flexible solution. A DAF is a charitable account run by a public charity that lets you donate assets, get an immediate tax break, and gives the flexibility to donate to nonprofits in future […]

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Latest news

Explore timely insights on the events, trends and changes that could impact your wealth and the decisions you make.

OCT 21, 2026 3 MIN READ
Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor Krilogy News

Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor

Krilogy, a St. Louis-based wealth management firm, has announced that Tom Ponce has joined the firm as Senior Wealth Advisor. Ponce specializes in helping individuals approaching or already in retirement understand how to turn a lifetime of savings into a financial strategy that supports their goals. His planning approach addresses retirement income, tax strategies, Social […]

Krilogy By: Krilogy
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SEP 15, 2026 3 MIN READ
Next Mile Podcast: Brian Fernandez on the Next Stage of Growth for Krilogy For Wealth Advisors

Next Mile Podcast: Brian Fernandez on the Next Stage of Growth for Krilogy

Brian Fernandez, President at Krilogy, joined the Next Mile podcast for a discussion with host Kyle Van Pelt about building the people, processes, and technology behind lasting growth. With more than 20 years of experience in wealth management and working with family office clients, Brian joined Krilogy in 2025 as President and “integrator.” It’s a […]

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AUG 19, 2026 3 MIN READ
The Centaur Wealth Advisor: Why Neither Human Nor AI Wins Alone For Wealth Advisors

The Centaur Wealth Advisor: Why Neither Human Nor AI Wins Alone

In 2016, a Google DeepMind program named AlphaGo made a move that shouldn’t have worked. Move 37, in game two against world champion Lee Sedol, looked like a mistake to every human expert watching. Commentators assumed the machine had glitched. A hundred moves later, that “mistake” won the game. Ten years later, Demis Hassabis, DeepMind’s […]

Krilogy By: Krilogy
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AUG 12, 2026 3 MIN READ
Advisor Freedom Podcast: Building a Team-First Wealth Firm For Wealth Advisors

Advisor Freedom Podcast: Building a Team-First Wealth Firm

Kent Skornia, CEO of Krilogy, sat down with Conner Young, host of the Advisor Freedom Podcast, to share the story behind founding Krilogy, building a culture of talent, and growing a team-first wealth firm. In January 2009, Kent launched the firm at age 33 with $20 million in assets, an assistant, and a junior planner […]

Krilogy By: Krilogy
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AUG 5, 2026 3 MIN READ
Meghan Abeln, CPA, CFP® Named Partner at Krilogy Krilogy News

Meghan Abeln, CPA, CFP® Named Partner at Krilogy

ST. LOUIS, MO – Krilogy has announced that Meghan Abeln, CPA, CFP®, has been named Partner, recognizing her leadership, commitment to clients and role in supporting the development of exceptional talent. Since joining Krilogy, Abeln has built a thriving wealth management practice while helping strengthen the collaborative culture that has fueled the firm’s continued growth. […]

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JUN 16, 2026 3 MIN READ
Jordan Phillips Joins Krilogy® as Director of Mergers & Acquisitions Krilogy News

Jordan Phillips Joins Krilogy® as Director of Mergers & Acquisitions

ST. LOUIS, MO – Krilogy® has announced that mergers and acquisitions veteran Jordan Phillips has joined the firm in the newly created position of Director of M&A. Phillips most recently served as Director of Development for Farther, where he helped support the firm’s rapid expansion. He brings extensive experience driving intentional, sustainable growth, and will […]

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JUN 11, 2026 3 MIN READ
(K)Plans Welcomes Retirement Plan Advisor Devon Flushing to Its Growing Team Krilogy News

(K)Plans Welcomes Retirement Plan Advisor Devon Flushing to Its Growing Team

ST. LOUIS, MO – (K)Plans, a financial services firm specializing exclusively in employer-sponsored retirement plans, has announced the addition of Devon Flushing as Retirement Plan Advisor. Flushing brings extensive experience helping business owners evaluate, improve and maximize the value of their retirement plans while navigating the complexities of plan design and fiduciary responsibilities. “Many retirement […]

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