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.

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.

04/10/2026

Wondering where your tax refund is? You can check your status anytime — no phone call needed. Here's how to use the IRS "Where's My Refund?" tool:

1️⃣ Go to IRS.gov/refunds (or if you are in Nebraska, https://ndr-refundstatus.ne.gov/refundstatus/index.xhtml)
2️⃣ Enter your Social Security number, filing status, and exact refund amount
3️⃣ See your refund status in real time — updated once daily, usually overnight

Refunds are typically issued within 21 days for e-filed returns. Paper returns typically take longer.

Got questions? Our tax professionals are here to help. Get in touch with us today.

Meet Kayla Bailey! Kayla specializes in individual and business tax preparation and planning, as well as accounting and ...
04/09/2026

Meet Kayla Bailey! Kayla specializes in individual and business tax preparation and planning, as well as accounting and payroll. She brings a steady, thorough approach to her work at the firm, helping ensure our clients stay organized, compliant, and confidently prepared year-round.

🐐 Fun fact: Kayla lives on a hobby farm with goats, chickens, cats, and two black labs…and hopefully more in the future!

💞 She’s most proud of: Successfully juggling a busy career while raising two kids and keeping up with everything life throws her way (harder than it looks even on the best days!)

📚 Outside the office, you’ll find her: Hanging out at the lake in the summer, or else reading, spending time with her family, and tackling home renovation projects

🏈 Currently watching: You won’t catch her binge-watching shows, but she never misses a Husker game

We’re so grateful to have Kayla on our team!

Trump Accounts are coming in July 2026. Should you open one?Created by the One Big Beautiful Bill Act, Trump Accounts ar...
03/23/2026

Trump Accounts are coming in July 2026. Should you open one?
Created by the One Big Beautiful Bill Act, Trump Accounts are new tax-advantaged investment accounts designed to help children start building long-term savings.

Here’s what to know:
• Children under age 18 who are U.S. citizens with a valid Social Security number can have a Trump Account established by an authorized adult
• Children born between January 1, 2025 and December 31, 2028 may receive a $1,000 government seed deposit into their account
• Families can contribute up to $5,000 per year
• Accounts can be opened by filing IRS Form 4547 through the federal portal once available

For some families, this could be a valuable way to jumpstart long-term savings. For others, existing tools like 529 plans or other strategies may still be the better fit.

Before opening a new account, it’s worth understanding how it fits into your overall tax and financial plan.

We break it all down here: https://bit.ly/40rPpmi

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

Website

Alerts

Be the first to know and let us send you an email when Kaup's Tax & Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kaup's Tax & Wealth Management:

Shortcuts

Share

Category