KerberRose was proud to be the presenting sponsor for the Insight on Business Fastest Growing Companies Awards Banquet in February 2024. It was a morning filled with celebrating excellence and honoring the New North's Top 25 fastest-growing companies. Congratulations to all the companies who made this elite list, and a special congrats to the #1
As of January 1, 2024, the Corporate Transparency Act (CTA) came into effect, mandating the disclosure of beneficial ownership information (BOI) for certain entities. It is anticipated 32.6 million businesses will be required to comply with this reporting requirement. This critical legislation, enacted as part of the National Defense Act for Fiscal Year 2021,
In the dynamic landscape of modern business, recruitment has transcended its traditional role to emerge as a strategic driver of success rather than a mere support function. Formerly confined to the perimeter of HR departments, recruitment has emerged as a linchpin steering overall business strategy, and the end game is no longer merely about
EAGLE RIVER, WI – KerberRose is excited to announce the appointment of Kalisa Mortag, CPA, as a Shareholder, effective January 1, 2024. Kalisa joined KerberRose in the fall of 2021 following the acquisition of her prior firm. In a short period, she has significantly impacted the company, demonstrating exceptional leadership, business development, and innovation
A summary of the cost-of-living adjustments for Qualified Retirement Plans (COLA) effective for 2024 are now available and can be reviewed below. These adjustments recently announced by the Internal Revenue Service (IRS) and the Social Security Administration (SSA) have a wide-ranging impact, including the savings rate for retirement plans. In general, annual compensation amounts
The beginning of a new year spreads a sense of renewal, ambition and fresh starts for many. It's a time when people make resolutions, set goals and embark on new journeys. For entrepreneurs, January 1 represents more than just a date on the calendar—it signifies an opportune moment to transform dreams into reality. Ever
At the 2023 PLANADVISOR National Conference, Scott Ciullo, Director of Retirement Plans at KerberRose Wealth Management, discussed a recent case study demonstrating how the firm helps participants enroll in their workplace retirement plan. Click here to watch the video.
Navigating the complexities of company succession can be a daunting task for any business. Often, employees, especially those who have been with the business for a significant time, fear change due to past experiences with leadership movement. As a leader, your responsibility lies in devising a succession strategy and fostering an environment where employees
Property tax remains one of the largest state and local tax obligations. As homeowners, investors, or aspiring property buyers, understanding the ins and outs of property taxes is crucial for individual empowerment in making financially sound decisions, protecting investments, and planning for a stable financial future. Nearly all local taxing jurisdictions, including municipalities, counties
KerberRose is pleased to announce several managerial promotions across the firm. Effective Oct. 1, 2023, three team members—Andrew Cordova, CPA, Rebecca Tatro, EA and Todd Miland—will be promoted to Senior Manager. Andrew (Andy) Cordova, based in the KerberRose Rhinelander office, has been with KerberRose for six years as a Manager. He specializes in
