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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 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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FEB 26, 2025 3 MIN READ
Using the “Erase and Replace” Strategy with IRA Rollovers to Manage Tax Withholding | Krilogy Tax Services Blog Articles

Using the “Erase and Replace” Strategy with IRA Rollovers to Manage Tax Withholding | Krilogy Tax Services

Tax planning often involves finding creative ways to meet IRS requirements while optimizing cash flow. One strategy that can achieve both goals is the “erase and replace” approach, where a taxpayer uses their once-a-year IRA rollover to withhold taxes and redeposit the full amount back into their IRA; this method not only satisfies tax obligations […]

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NOV 11, 2024 3 MIN READ
Exploring 529 to Roth IRA Rollovers Key Considerations and Benefits Blog Articles

Exploring 529 to Roth IRA Rollovers Key Considerations and Benefits

Saving for education expenses is a priority for many families, and 529 plans can be valuable tools in achieving this goal. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs; primarily intended for higher education expenses, these plans can also be used for K-12 tuition costs in most […]

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JUL 26, 2024 3 MIN READ
Avoid the “Step-Down in Basis” Pitfall | Krilogy Tax Services Blog Articles

Avoid the “Step-Down in Basis” Pitfall | Krilogy Tax Services

A commonly known provision of the tax code is the step-up in basis rule; many taxpayers encounter this when inheriting appreciated assets. A lesser-known and tricky related provision is the step-down rule, which can be a potential hazard causing losses to remain unrealized. This, in turn, leads to possible tax savings disappearing into thin air. […]

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JUN 3, 2024 3 MIN READ
Avoid Over-Contributing to These Tax-Advantaged Accounts | Krilogy Tax Services® Blog Articles

Avoid Over-Contributing to These Tax-Advantaged Accounts | Krilogy Tax Services®

Health Savings Accounts (HSAs), 401(k) retirement plans, and Individual Retirement Accounts (IRAs) are popular options for individuals looking to enjoy tax benefits while saving for retirement and health care expenses.  However, like any financial account, there are rules and limits to follow to ensure that you avoid penalties and taxes.  A common mistake individuals make […]

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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 […]

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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 […]

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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 […]

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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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