KerberRose

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

KerberRose recently celebrated one last splash of summer with our Firmwide Golf Outing held at Shawano Lake Golf Course in September. It was the perfect day to bring our team together to enjoy some golf, sunshine, and competitive spirit. ? Congratulations to our winning team of, Andy Cordova, James Uelmen, Daniel Wotruba, Nancy Murphy and Mason Murphy (not-pictured)! The team of Kristin Tyczkowski, David Tyczkowski, Jason Richel and Kali Richel didn't win, but they had the most fun and took home our coveted "Toilet Bowl" trophy. Their positive attitude made them winners in our hearts! Our annual Golf Outing is one of several firm activities KerberRose that brings our teams together as One Firm. We value all of the hard work our staff puts in at every level, and we love recognizing these efforts with fun events. We’d love to welcome more passionate team members to join our family—visit our Careers page at https://hubs.ly/Q02TjSdd0 to apply.

Please join us in welcoming three new team members to our firm: Alysha Jeske, Gerrie Lutz, and Hailee Powers! We welcome Alysha to the Green Bay office as our Human Resources Manager. She brings with her a wealth of experience in Human Resources and working experience in the Accounting industry. Alysha holds a Master’s Degree in Jurisprudence, Labor and Employment Law, as well as a Bachelor’s Degree in Human Resources Management. We are excited for Alysha to expand her knowledge and career with KerberRose. Gerrie is joining the KerberRose team as an Accounting Assistant located in our Antigo office. Gerrie has an associate’s degree in accounting from Northcentral Technical College and has numerous years of bookkeeping and accounting experience. We are excited to help Gerrie expand her knowledge and career. Hailee Powers is joining the KerberRose Wealth Management, LLC Team full-time as an Administrative Assistant located at our Shawano office. Hailee has been an Admin Intern for our team for the past 4 months. She brings with her years of experience in customer service and administration, making her an excellent fit for our firm. Welcome to the team! We look forward to your many successes at KerberRose! #NewTeamMembers #Welcome #KerberRose #YourTrustedAdvisor

Please join us 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: https://hubs.ly/Q02Slnhl0 We hope you can join us! #KerberRose #YourTrustedAdvisor #Webinar #Voya #Cybersecurity

KerberRose is pleased to announce the following team members have been promoted, effective October 1, 2024. ? Ethan H. - Operations Associate (Marquette) ? Ashley Tomashek - Finance & Compliance Associate (Shawano) ? Max Eugene - System Administrator (Appleton) ? Ryan McKenzie - System Administrator (Appleton) ? John Hodge - Senior Accountant (Appleton) ? Mandy A. Leonard, CPA - Senior Accountant (Green Bay) ? James Uelmen - Senior Accountant (Wausau) ? Lucas Wolosek - Senior Accountant (WI Rapids) ? Tracy Sweeney - Staff Accountant (Appleton) ? Suzy Kratz - Accounting Administrative Assistant (Appleton) ? Sara Henn - Accounting Assistant (Eagle River) Congratulations to these individuals for their exceptional dedication to their craft and for driving our firm's success. We are proud of their achievements and eager to see their continued development positively impact KerberRose’s team members and clients. Please take a moment to congratulate these team members on their promotions! #KerberRose #TrustedAdvisor #Promotions

Happy National Manufacturing Day! Thank you to Wisconsin's manufacturers! At KerberRose, we proudly assist manufacturing companies in acheiving their financial goals with confidence, so they can focus on what they do best. KerberRose will have a booth at the @InsightonBusiness Manufacturing First Expo at the Resch Center in Green Bay on October 30. We invite new and existing manufacturing clients to come visit our booth to learn about our manufacturing services and how KerberRose can help your company succeed! #KerberRose #Manufacturing #ManufacturingDay #ValuedClients

KerberRose is pleased to announce the following promotions in leadership positions across the firm: ? Lynn Smits, MS, CCP, SPHR, SHRM-SCP - Chief Operating Officer (Green Bay) ? Karli J. Klismith, MHRM, CSP - Director of KerberRose Human Resources (Stevens Point) ? Brianna Olson, CPA MSA - Senior Audit Manager (Shawano) ? Kevin Bohren- Audit Manager (Shawano) ? Ethan Hoffman, CPA- Audit Manager (Appleton) ? Jaclynn Murphy - Manager (Rhinelander) ? Chris Lex- Manager (Wausau) ? Susan Moll, CPA - Manager (Wausau) ? Samantha Czechan - Manager (Green Bay) ? Jeni Flynn - Manager (Green Bay) ? Sandy Walters - Manager (Stevens Point) KerberRose is proud of our new managers and leaders and looks forward to promoting the growth and development of these talented, hard-working individuals. Take a moment to congratulate these individuals on their recent accomplishments! #KerberRose #TrustedAdvisor #Promotions #Manager #JoinOurTeam

Testimonial Spotlight! We love the personal relationships we form with clients over years of serving them and getting to know their unique situations. Reviews like this one make all the hard work worth it. Thank you, Paul, for your amazing review! #KerberRose #TrustedAdvisor #Testimonial

KerberRose is pleased to announce the addition of three exceptional new team members: Jennifer Geib, Diane Tork, and Grace Leach! Jennifer Geib is joining us as a Bookkeeper/Payroll Processor in our Green Bay office. With numerous years of experience in the payroll and tax industry, Jennifer is a valuable addition to our team. We are excited to support her as she continues to expand her expertise and advance her career! Diane Tork is now an Accountant/Bookkeeper at our Wisconsin Rapids office. With a decade of experience in bookkeeping and accounting, Diane's skills and dedication are an amazing asset that will significantly enhance our team’s success! Grace Leach is joining our Eagle River office as an Administrative Assistant. A graduate of the University of Wisconsin-La Crosse with a Bachelor's in Early Childhood, Grace is also pursuing a Bookkeeper diploma from Nicolet College. Her customer service experience will make a positive impact on our team! Please join us in welcoming Jennifer, Diane, and Grace to the KerberRose team! #KerberRose #TrustedAdvisor #Team

KerberRose is pleased to have sponsored the Give Kids the World Golf Outing this year! On August 20 at Shawano Lake Golf Course, participants enjoyed the Ladies Fall Fling Golf Outing while contributing to a meaningful cause: making children’s dreams come true. Give Kids the World offers critically ill children and their families a complimentary weeklong vacation. We are proud to support this event and help better the lives of many children. Thank you to everyone who attended and contributed to this wonderful cause. And a special Thank-You goes out to our very own Karen Kerber for organizing this event, year after year! #KerberRose #TrustedAdvisor #GolfOuting #CommunityEngagement