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Huberty Blog

Keep up with the latest news from Huberty by following our blogs! Here we will post news about our organization, key figures, our services, industry news, and more. Be sure to check back often!

Staying Up To Date On Tax Law

Staying Up To Date On Tax Law

Tax laws are a continuously changing facet of accounting. New rules and regulations happen frequently. New clients sometimes remark that “my former accountant never told me that.” In those cases, they probably just didn’t realize the new regulations changed and may have offered taxpayers new opportunities.

9 Estate Planning Must-Haves

9 Estate Planning Must-Haves

We know you love your family and there’s nothing you wouldn’t do to help them. One of the best things you can do to secure their future financial safety is to tackle estate-planning! Your loved ones (heirs) will thank you for not having a legal mess to sort out!

How to Choose Between a Will and a Revocable Trust

How to Choose Between a Will and a Revocable Trust

When discussing estate planning for individuals, most have heard the terms “will” and “trust,” but not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes, and both can work together to create a complete estate plan. Both legal documents allow you to provide for the ultimate disposition of your assets upon your death.

Secure Your Future, Review Your Estate Plan

Secure Your Future, Review Your Estate Plan

The Tax Cuts and Jobs Act of 2017 (the TCJA) included a substantial increase in the federal estate tax exclusion. The relatively new tax law is even more reason to review any estate planning you have done. However, it is important not to simply undo prior planning, as many aspects of these new laws are set to return to pre-2018 laws at the end of 2025.

Estate Planning – Securing Your Family’s Future

Estate Planning – Securing Your Family’s Future

An estate consists of everything a person owns, including a home, vehicle(s), additional real estate, bank accounts, stocks, and life insurance. It also accounts for valuable personal possessions like furniture, jewelry, and artwork. Almost every individual has an estate. However, no matter how large or how small your estate is, you can’t take it with you when you die.

Accountability – Not A Scary Word!

Accountability – Not A Scary Word!

The word “accountability” carries the burden of a negative connotation. It is often interpreted as a form of punishment or as an increase in expectations and responsibilities. When most people are told they will be “held accountable,” they cringe in fear! However, when it comes to small business management, accountability is embraced as an opportunity for progress.

Five Top Focus Areas for Business Success

Five Top Focus Areas for Business Success

Business is more complex today than ever, with lots of moving parts and pieces that require management attention. In small and mid-sized businesses, owners or leaders don’t often have experts in all the functional areas, so they are forced to wear all the hats. Yet, no one can be knowledgeable in every area, so the weight of those responsibilities can make success feel very elusive.

The Recipe To Success

The Recipe To Success

In 2011, a small and medium-sized business survey was conducted by E-Myth and Synotac that revealed fascinating statistics concerning how growth and development of a business are related to Planning. The results of this investigation led to what E-Myth dubbed the “Success Recipe” for businesses.

Enjoy the Fruits of Your Labor with Planning

Enjoy the Fruits of Your Labor with Planning

If you are a small business owner, a time will come when you’ll find yourself ready to exit or sell your business. You’ve probably thought about the possibility in some capacity already. But there are a few questions you need to ask yourself before you start fielding offers from potential business buyers.

Does Your Business Serve You, Or Do You Serve Your Business?

Does Your Business Serve You, Or Do You Serve Your Business?

At Huberty, we work side-by-side with numerous small and medium-sized business owners. As business coaches, our consulting experts try to express the importance of a particularly desirable goal – build a business that serves your life rather than spending your life serving your business.

Managing Employee Benefit Plans and Audits

Managing Employee Benefit Plans and Audits

One of the administrative requirements of Employee Benefit Plans (EBP) that is not widely discussed is the necessity of annual audits for plans with more than 100 participants. Though mandatory, these audits can actually produce important benefits for the plan and its sponsor or administrator.

Putting Plans Into Action

Putting Plans Into Action

At Huberty, our accounting firm puts a strong emphasis on the importance and benefits of Strategic Planning. Our expertise has proven time and time again that developing Strategic Plans leads to prosperity in a lot more than just profits, but in the overall financial health and longevity of a business. However, even the most detailed Strategic Plans provide no benefit without putting the plan into action.

Planning For Retirement

Planning For Retirement

At Huberty, our Accounting Firm helps evaluate and bolster your business’ true worth so that you don’t sell it for a dollar less than you’ve earned.

Building a Strategy For Success

Building a Strategy For Success

The best way to find success is to PLAN for success! Whether your business just had a record sales year or if you’re just “above water,” the beginning of the fiscal year is the best time to develop a Strategic Plan.

A New Look For a New Huberty

A New Look For a New Huberty

Perhaps you’ve noticed our new look? Huberty has recently undergone a complete rebranding with the assistance of the branding and marketing experts at Sun Graphics Media in Sheboygan.

What In the World Are KPIs?

What In the World Are KPIs?

Huberty clients hear our advisors use the term “Key Performance Indicators” or see the acronym “KPI” written in the service descriptions on our website. However, not everyone is a CPA, so what exactly is a Key Performance Indicator and how does it relate to your financial outlook?

Huberty Welcomes Michael Haas as Senior Manager

Huberty Welcomes Michael Haas as Senior Manager

Michael will be responsible for assisting the firm’s clients with estate planning, trust and estate administration, business consultation, and succession planning.

Huberty Welcomes Joshua TeBeest as Sheboygan Office Manager

Huberty Welcomes Joshua TeBeest as Sheboygan Office Manager

In his new role, Joshua is responsible for both business and individual clients and specializes in tax planning, transactional advice, compliance, and income tax audit defense.