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New team members alert! Join us in welcoming four full-time team members to the firm, Nick Hietala, Heather Kramsvogel, Kyle Youngs, and Jackie Olesen!
Nick is joining KerberRose as a Senior Accountant out of our Oshkosh office. Nick graduated from the @University of Wisconsin – Oshkosh with his Bachelor’s degree in Accounting with a minor in Mathematics. He brings with him a strong background in tax accounting and auditing. We are confident his skills and dedication will greatly benefit our clients.
Heather has joined our Eagle River office as an Accounting Assistant. Heather has a degree from the @University of Wisconsin – Oshkosh in English and Journalism. She has worked in the accounting industry for more than 20 years, making her an excellent fit for our firm. We are confident her skills and dedication will greatly contribute to our success.
Kyle is joining as a Staff Auditor out of our Appleton office. Kyle graduated from the @University of Wisconsin – Green Bay with a double major in Accounting and Business Administration. He brings with him numerous years working in the accounting and auditing industry and we are excited for Kyle to grow with KerberRose.
Jackie joins us as a Staff Auditor out of our Appleton office. Jackie holds a bachelor’s and master’s degree in accounting from Michigan Technological University. Early to her career, we are looking forward to supporting her as she continues advancing her knowledge and career.
Welcome aboard, everyone! #NewTeamMembers #Welcome #KerberRose #YourTrustedAdvisor
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Last chance to register for our upcoming Cybersecurity webinar on Tuesday, October 22, 2024, from 2 p.m. to 3 p.m. CST where we will provide insight on:
- Essential steps to start and maintain a cybersecurity program
- Guidance from the Department of Labor
- Access to valuable open-source resources on developing your policy
Register today at: share.hsforms.com/1KrQ_qepAR-6WDDQsCpG1AQ31rnd
We hope you can join us!
#KerberRose #YourTrustedAdvisor #webinar #Voya #cybersecurity
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Kudos to our team member, Kristin, for this glowing review from a client!
Thank you, Dr. Paul and Gail, for your testimonial, and we look forward to continuing our partnership with you as a Trusted Advisor. #testimonial #ClientSuccess #trustedadvisor #KerberRose
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Great person to work with!
As Fall has officially arrived, our team at KerberRose is gearing up for another busy tax season. We want to remind our valued clients to ask questions early, prepare your documents, and be proactive with your financial planning! Now is the perfect time to review your financial strategies and set new goals for 2025. To help you get on track, here are a few check-up strategies to consider:
• Smart Tax Moves - Explore ways to optimize your savings and minimize your tax burden before year-end! Explore options like contributing the max amount into your 401(k) plan, make charitable contributions, maximize HSA contributions, and consider Roth IRA conversions.
• Holiday Budgeting - Plan ahead for holiday expenses! Create a budget you'd like to spend on holiday gifts and try to stick to it. Additionally, if you plan to make any sizeable charitable contributions, save your receipts for tax purposes.
• Review Retirement Accounts and Investments - Take a moment to evaluate your retirement accounts and investments. Are you on track to meet your long-term goals? Rebalance as needed to align with your financial goals.
• Estate Planning - Is your estate plan up-to-date? Review who you have designated within your estate planner and adjust as needed.
KerberRose looks forward to supporting you through another successful year-end. Let's work together to achieve your financial goals! #KerberRose #FallFinancialStrategies #Finance #WealthManagement
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