Kaup's Tax & Wealth Management

Kaup's Tax & Wealth Management Kaup’s Tax & Wealth Management is enjoying over 40 years in business in Stuart, NE. For more information, please visit www.adviserinfo.sec.gov.

Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.

Meet Scott Kaup! As the founder of Kaup's Tax & Wealth Management, Scott spent 40+ years building something many people ...
06/24/2026

Meet Scott Kaup! As the founder of Kaup's Tax & Wealth Management, Scott spent 40+ years building something many people only dream about: a lasting business rooted in community. Alongside his son and successor, Ben Kaup, Scott specializes in individualized holistic planning for high-net-worth families, business owners, farmers, and ranchers.

🐖 Fun fact: Scott grew up on a hog farm and has been working since elementary school! By age 6, he was driving a tractor; by age 9 he had his first paying job, earning $7 a day.

🏆 He’s most proud of: The business and the amazing team we’ve built. 🥹

🏞️ Outside the office, you’ll find him: Walking, biking, and spending time at the lake with his family.

📺 Currently watching: Dutton Ranch. (If you know, you know.)

We’re lucky to have Scott leading the way!

The timing of a market downturn can matter a lot more in retirement than it did while you were building wealth. If a dow...
06/19/2026

The timing of a market downturn can matter a lot more in retirement than it did while you were building wealth.

If a downturn hits early in retirement, while you are already drawing income from your portfolio, the damage can outlast the recovery. It is one of the most consequential risks we see business owners and high-net-worth families face, and one of the least discussed.

This piece walks through what you can do about it. https://bit.ly/49SxmLc

06/12/2026

Your business may be your largest asset, your retirement plan, and part of your legacy.

But when most of your wealth is tied up in it, planning for your future and family can get a lot more difficult.

At Kaup’s Tax & Wealth Management, we help business owners coordinate tax, investment, insurance, estate, and income planning so their business and personal financial pictures align.

Because when you’ve worked this hard to build what you have, the stakes get a lot higher.

We know. We’re business owners ourselves.

Ready to get clear on your plan? Schedule a call with our team. https://bit.ly/426zNoS

Succession planning is one of those things business owners know they should do eventually. The problem is that for many,...
05/29/2026

Succession planning is one of those things business owners know they should do eventually. The problem is that for many, “eventually” often comes too late.

In this article, Ben and Scott break down what to do in the 5 to 10 years before a sale or transition, including why working with a CPA-led firm on your exit strategy can be one of the highest-leverage decisions you make.

Read it here: https://bit.ly/4vkyU94

Meet Kaye! As our accounting, payroll, and tax associate, Kaye supports multiple departments across the firm, jumping in...
05/15/2026

Meet Kaye! As our accounting, payroll, and tax associate, Kaye supports multiple departments across the firm, jumping in wherever she's needed with a can-do attitude.

🌾 Fun fact: Kaye grew up on a family farm near Wilsonville, Nebraska, with four brothers. She graduated in the second-to-last class from Wilsonville High School—with just 8 classmates!

💞 She's most proud of: Her husband, two grown children, and her soon-to-be 95-year-old mother.

🚜 Outside the office, you'll find her: Staying active on the family farm, going for walks, and sewing.

📺 Currently watching: She’ll take a sports livestream over what’s popular on Netflix any day and loves to watch her relatives compete in school sports and activities.

We're so grateful to have Kaye on our team!

💻 From TAXES to AXES 🪓(and TEES ⛳)After tax season, our team traded spreadsheets for fairways and targets letting off a ...
05/07/2026

💻 From TAXES to AXES 🪓(and TEES ⛳)

After tax season, our team traded spreadsheets for fairways and targets letting off a little post-deadline steam with a day of golf and axe throwing. Turns out the same focus that gets your returns filed accurately also makes for some surprisingly competitive putts and throws. 😂

Big thanks to this incredible crew for all the late nights, early mornings, and countless cups of coffee that got our clients through another successful season. Now THAT'S worth celebrating!

Here's to a well-deserved break (and maybe a few more birdies and bullseyes). 🎯

High-net-worth households tend to have more to coordinate in retirement: more account types, more tax exposure, more sop...
05/01/2026

High-net-worth households tend to have more to coordinate in retirement: more account types, more tax exposure, more sophisticated legacy goals, and a timeline that may stretch 30 years or longer. Planning for all of it requires a different approach.

We break down what adaptive retirement planning for that level of complexity might look like.

Read it here: https://bit.ly/48uX87y

Today, we celebrate the backbone of our firm—our incredible admin team.Your hard work, attention to detail, and steady s...
04/22/2026

Today, we celebrate the backbone of our firm—our incredible admin team.

Your hard work, attention to detail, and steady support keep everything running smoothly for both our team and our clients. The care, professionalism, and reliability you bring each day make a real difference in every success we achieve.

Thank you for being such an essential part of Kaup’s Tax and Wealth Management. We appreciate all that you do, and we’re grateful for the dedication you bring day in and day out.

Happy Administrative Professionals Day! 💙

04/14/2026

⚠️ Attention! ⚠️

Kaup’s Tax & Wealth Management will be CLOSED from 3:00 PM CT on Wednesday, April 15th until Monday, April 20th.

We will be celebrating the end of another successful tax season! If you were part of the journey this year, thanks for making it a great one. 🎊

To learn more about us, visit our website: https://bit.ly/426zNoS

Can’t Pay Your Tax Balance by April 15? Don’t Panic (But Don’t Ignore It!)➡️ File your return on time to avoid the large...
04/13/2026

Can’t Pay Your Tax Balance by April 15? Don’t Panic (But Don’t Ignore It!)

➡️ File your return on time to avoid the larger failure-to-file penalty
➡️ Pay what you can now—even small amounts reduce interest and penalties
➡️ You have up to 180 days to pay with no formal plan or setup fee. Need more time? Longer timelines may be available through an installment agreement.

🚫 Important: An extension to file is NOT an extension to pay
🌟 Remember: The key is staying proactive. The IRS only charges
interest and penalties on what’s unpaid, so every dollar you put toward your tax bill helps.

If you’re unsure what your next step should be, it’s worth getting guidance before the deadline hits. Our team is always here to help.

Address

113 N Main Street
Stuart, NE
68780

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

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