Advisory Services

Surviving the Death of CEO: Creating a Successful Contingency Plan

The unfortunate passing of a CEO—what is a very grim subject is also a very important topic for all organizations to face. Having a contingency plan for uncertain events such as the death of an owner or CEO is typically not high on a priority list or in a strategic plan. Yet, it is something impacting every facet of an organization – employees, customers, vendors, and suppliers.

Surviving the Death of CEO: Creating a Successful Contingency Plan2023-11-10T14:45:03+00:00

KerberRose Adds New Firms in Wisconsin and Michigan

Two new firms have joined KerberRose effective December 1, 2020. This includes Klismith Accounting & Tax Group, S.C. in Plover, WI joining KerberRose and Scott Ciullo, Inc. dba MI Retirement Guys, LLC in Marquette, MI joining KerberRose Wealth Management (KRWM).

KerberRose Adds New Firms in Wisconsin and Michigan2023-12-11T12:11:17+00:00

Anthony Powers Named to Financial Times 401 Top Retirement Advisers

KerberRose is pleased to announce Anthony (Tony) Powers, AIF/CFP/CRPS, has been named to the 2020 edition of the Financial Times Top 401 Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

Anthony Powers Named to Financial Times 401 Top Retirement Advisers2023-12-12T06:49:11+00:00

CARES Act Updates to Required Minimum Distributions

According to an announcement by the Internal Revenue Service (IRS) on June 23, 2020, anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts can now roll those funds back into a retirement account following the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) RMD waiver for 2020.

CARES Act Updates to Required Minimum Distributions2023-11-09T11:42:55+00:00

Returning to Work: How to Keep Your Employees Safe

With COVID-19-related restrictions being loosened across the United States – and the “Safer at Home” Order lifted in Wisconsin – it’s important for organizations to prepare to keep employees, customers, and other visitors safe as they reopen their doors to employees and the public.

Returning to Work: How to Keep Your Employees Safe2023-12-12T07:46:18+00:00

Stimulus Checks for Young People

Many people between the ages of 17 and 24 have become aware they will not receive a stimulus check this spring. There are a few explanations as to why. The most likely reason is many people in this age group are claimed as dependents. Persons claimed as dependents for the 2019 Tax Year are not eligible for the Economic Impact Payment commonly referred to as the “Stimulus Check.”

Stimulus Checks for Young People2023-12-12T07:43:50+00:00

EIDL and Paycheck Protection Programs Temporarily Out of Funds

The Small Business Association (SBA) has announced the Paycheck Protection Program (PPP) is temporarily out of funds. Applications already approved by the SBA will still receive funds, and those submitted to the SBA website by their lender will still be processed. Lenders are signaling to clients they should continue to submit applications to be put in a “queue” for future processing. There is hope Congress will provide additional funds to this program in the coming weeks.

EIDL and Paycheck Protection Programs Temporarily Out of Funds2023-12-20T16:36:36+00:00
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