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
Since the launch of OpenAI’s ChatGPT, interest in generative AI has soared. Businesses across industries and sectors are exploring how generative AI can transform their operations, services and products. Generative AI presents a unique opportunity for companies to hyper-personalize their products, monetize their data and create frictionless customer experiences, among other innovative use cases.
Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed in 2022, an average retired couple age 65 needs $315,000 (after tax) to pay for expenses, nearly a 5% increase from 2021. Many Americans may not be prepared for these costs,
Tax planning for year-end is a crucial aspect for all businesses, especially for small business owners. Regardless of being a sole proprietor with no additional employees, the amount of tax you pay can be greatly influenced by the level of preparation and planning you devote to business tax management. Check out mid-year tax preparation
KerberRose is pleased to announce the addition of Hack CPA, S.C. to our firm as an addition to our Wausau, WI location. This agreement is effective as of August 1, 2023, and will include Hack CPA, S.C.’s team members, clients and assets. The addition of Hack CPA, S.C. will strengthen KerberRose’s presence as a
Running a small business can be overwhelming, and delegating some responsibilities to others can ease the burden. Payroll is a critical aspect of your operations which is oftentimes difficult and time-consuming. Having an outsourced skilled professional process your payroll would allow you to focus on growing other areas of your business. An efficient and
