Kari Middleton, PPC

Kari Middleton, PPC Financial Advisor & Professional Plan Consultant (PPC) with LPL Financial & Medical Wealth Management. With a CPA on staff, we Member FINRA/SIPC.

As a former commercial banker, Kari brings a unique acumen to the table being able to manage both sides of the balance sheet. Kari Middleton is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. www.finra.org/www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and hav

e not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

👧 Kiddie Tax: If your dependent child has over $2,700 in unearned income (interest, dividends, capital gains), the exces...
04/03/2026

👧 Kiddie Tax: If your dependent child has over $2,700 in unearned income (interest, dividends, capital gains), the excess may be taxed at higher rates. parents may be able to report it on their own return. 💵

Have a child with investment income? Let's review it before you file! 👉

📱 (760)409-2864
📧 [email protected]
🔗https://go.oncehub.com/KariMiddletonPhone

💉 Cosmetic Surgery: Only medically necessary procedures may qualify as deductible medical expenses, not purely cosmetic ...
03/31/2026

💉 Cosmetic Surgery: Only medically necessary procedures may qualify as deductible medical expenses, not purely cosmetic work.

Unsure if your procedure qualifies? Let's take a look at your situation. 👉

📱 (760)409-2864
📧 [email protected]
🔗 https://go.oncehub.com/KariMiddletonPhone

📢 Small Business Owners - Important W-2 Update!Starting with 2024 W-2 forms filed in 2025, businesses that file 10 or mo...
03/27/2026

📢 Small Business Owners - Important W-2 Update!

Starting with 2024 W-2 forms filed in 2025, businesses that file 10 or more information returns (including W-2s) are required to file electronically.

Employees must receive a W-2, while independent contractors receive a 1099-NEC.

⚠️ If you've been filing on paper in the past, it may be time to switch to e-filing.

👉 Need help getting compliant or setting up electronic filing? Contract us today!

📱 (760)409-2864
📧 [email protected]
🔗 https://go.oncehub.com/KariMiddletonPhone

🚗 Mileage Logs Matter! ❌ The IRS can deny vehicle deductions if you don't properly document: 🗓️ Date 📈 Miles🏠 Destinatio...
03/24/2026

🚗 Mileage Logs Matter!

❌ The IRS can deny vehicle deductions if you don't properly document:

🗓️ Date
📈 Miles
🏠 Destination
💼 Business purpose

For 2025, the rate is $.70 per business mile - but only if your records hold up.

Need help setting up proper mileage tracking? Contact us today.

📱(760)409-2864
📧 [email protected]
🔗 https://go.oncehub.com/KariMiddletonPhone

👪 Put Your Child on payroll Hiring your child can be a smarter tax move 💡 : 💼 Wages are deductible to your business 💵 Th...
03/19/2026

👪 Put Your Child on payroll

Hiring your child can be a smarter tax move 💡 :

💼 Wages are deductible to your business
💵 They may owe little to no federal tax (2025 standard deduction: $15,000)
📊 Not subject to kiddie tax on earned income

✅ Let's structure it correctly - reach out before your run payroll

📱 (760)409-2864
📧 [email protected]
🔗 https://go.oncehub.com/KariMiddletonPhone

🏡 Divorce and Home Sale: With the right divorce agreement, a non-resident ex may still qualify for the $250,000 home sal...
03/16/2026

🏡 Divorce and Home Sale: With the right divorce agreement, a non-resident ex may still qualify for the $250,000 home sale exclusion. 💰

💔 Going through a divorce or planning to sell? Let's make sure you protect the exclusion.

🕿 Give us a call and let's discuss your individual situation:

🔗 https://go.oncehub.com/KariMiddletonPhone
📱(760)409-2864
📧[email protected]

Big Tax Changes since 2025! 🧾 The 2025 Form 1040 brings four temporary deductions: 💵 Up to $25,000 in tips ⏰ Up to $12,0...
03/12/2026

Big Tax Changes since 2025!

🧾 The 2025 Form 1040 brings four temporary deductions:

💵 Up to $25,000 in tips
⏰ Up to $12,000 in overtime ($25,000 joint)
👵 $6,000 senior deduction (65+)
🚗 Up to 10,000 auto loan interest

📊 Available whether you itemize or take the standard deduction (Income limits apply).

Message us now to plan ahead and maximize these new deductions or use our scheduler to make an appointment:

🔗 https://go.oncehub.com/KariMiddletonPhone
📱 (760)409-2864
📧 [email protected]

⏰ Earn Overtime? Let's see how much of a deduction you can claim💼 Overtime Pay: OT is still subject to payroll taxes but...
03/09/2026

⏰ Earn Overtime? Let's see how much of a deduction you can claim

💼 Overtime Pay: OT is still subject to payroll taxes but starting in 2025 there's a federal income tax deduction (up to $12,500 single/$25,000 joint), with income limits. 💰

Contact us to start planning ahead!

📱 (760)409-2864
📧 [email protected]
🔗 https://go.oncehub.com/KariMiddletonPhone

🧾Filing a Final Tax Return 💔 If you've lost a spouse or family member, a final return may be required.👫 Surviving spouse...
03/06/2026

🧾Filing a Final Tax Return

💔 If you've lost a spouse or family member, a final return may be required.

👫 Surviving spouses may qualify for beneficial filing status for up to two years.
📉 Capital losses may also help offset gains.

🤝 This is complex during an emotional time.

If you need guidance, we're here to help - contact us privately.

📱 (760)409-2864
📧[email protected]
🔗 https://go.oncehub.com/KariMiddletonPhone

💰401(k) Changes & 2025 Limits 2025 contribution limits: ✔️$23,500 standard ✔️+$7,500 (50+)✔️Ages 60-63: up to $11,250 ca...
03/04/2026

💰401(k) Changes & 2025 Limits

2025 contribution limits:
✔️$23,500 standard
✔️+$7,500 (50+)
✔️Ages 60-63: up to $11,250 catch-up

Starting 2026, high earners 50+ must use Roth for catch-up contributions

👉Let's review your retirement strategy before year-end-- message us to get started!

-(760)409-2864
[email protected]

Address

Palm Desert, CA
92211

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

(760) 409-2864

Website

,

Alerts

Be the first to know and let us send you an email when Kari Middleton, PPC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kari Middleton, PPC:

Shortcuts

Share

Category