Shows
Current Federal Tax Developments2025-07-21 Dealing with Uncashed Retirement Plan ChecksThis week we look at:Conservation Easement Deductions: A Critical Review of Rock Cliff Reserve, LLCPortability Election Pitfalls: A Deep Dive into Estate of Rowland and DSUE RequirementsUnderstanding Equitable Tolling in Tax Court: Insights from Boechler, P.C. v. CommissionerA Critical Review of Veribest Vesta, LLC v. Commissioner of Internal Revenue: Implications for Conservation Easement ValuationsUnderstanding Withholding and Reporting for Uncashed Retirement Plan Distribution Checks: A Review of Rev. Rul. 2025-15Fifth Circuit Affirms Tax Court’s Disallowance of Micro-Captive Insurance Deductions: An...2025-07-1900 min
Vesta InsightsVesta Insights May,2025 Greg Feucht, ShareholderGreg plays a crucial role at Vesta, leveraging his broad expertise in tax, business consulting, and business valuation to provide strategic guidance and support to clients. His problem-solving skills and dedication make him a valuable asset in helping businesses navigate various stages of their growth and development.Professional Background:Greg hails from Mayville, Wisconsin, where he developed a strong work ethic and an affinity for community involvement from his upbringing on a farm. With a Bachelor’s degree from Marian University, Greg has accumulated extensive experience in public accounting, gaining comprehensive knowledge in ta...2025-06-1709 minVesta InsightsVesta Insights May, 2025 Joshua TeBeest Shareholder, Tax Service Line LeaderJosh plays a crucial role at Vesta as a dedicated professional with a strong foundation in accounting and a deep commitment to client service. His career trajectory, from a Big 4 firm to a mid-sized regional firm like Vesta, reflects his ability to handle complex financial matters with confidence and care.Josh finds fulfillment in fostering deep, familial bonds with his clients, who often feel like extended family. He champions a team-oriented approach, recognizing that collaboration across disciplines enhances client outcomes and satisfaction.For more info go to: www.vesta.cpa2025-05-1908 minVesta InsightsQuickBooks Online (Ivana Lee)In This episode we talk with Ivana Lee about the value of Quickbooks in a business and how the Vesta team can improve your accounting process by trusting a professional.2025-04-1716 minVesta InsightsVesta Insights Gabe OlsenToady we are talking with Gabe Olsen, senior consultant at Vesta. Gabe brings a wealth of experience to Vesta and plays a pivotal role in helping our clients reach their goals.In this episode Gabe shares his knowledge in his signature style which we know you will enjoy.2025-03-2014 minVesta InsightsVesta Insights March 2025This show is all about assurance. We discuss what assurance and audit services are and how they can impact your business in a positive way.2025-03-0510 minVesta InsightsInVesta Ep. 10 Sean BailySean Bailey Tax Manager at Vesta, Joins our guest host, Jason Prigge a local business owner as they talk about the challenges of tax planning and how the advantage of foresight when it comes to your business.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons hav...2024-06-2410 minVesta InsightsInVesta Episode 9, Brad Saunders Part 2Sean Bailey, continues his tlks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to ou...2024-05-2015 minVesta InsightsInVesta Episode 8, Brad SaundersSean Bailey, talks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dyna...2024-04-2515 minVesta InsightsIn Vesta Episode 7: New MarketsBrad talks with two guests. Sean Bailey, Market Leader for the North Shore Market of Milwaukee and Nick Deering, Market Developer for the Madison market.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to...2024-03-1811 minVesta InsightsInVesta Episode 6: Navigating Tax Law ComplexityToday, Brad talks with Josh TeBeest, Shareholder and Tax Service Line Leader at Vesta. This discussion focuses on current state of tax law, the IRS and much more.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings de...2024-02-2712 minVesta InsightsEpisode 5, Kimberly Thome, Shareholder, Director of AccountingOn this episode Brad talks with Kimberly Thome, Director of Accounting about all the amazing accounting services that Vesta provides for their clients.2024-01-2208 minVesta InsightsEpisode 4 Kristin Olson- Vesta, Human Resource Managerin this episode Brad talks with Kristen Olson, Vesta's HR manager about the current human resource environment for business owners.2023-12-1712 minVesta InsightsEpisode 3 The Bankers PerspectiveIn this episode Steve Leaman Business banker, Senior Vice President of Horicon Bank gives use a unique perspective about the business owner and bankers relationship and how to ask the right questions to achieve maximum efficiency for you business.2023-11-2734 minVesta InsightsEpisode 2 Sean BaileyIn this episode we talked with Sean Bailey about Managing your taxes and the ways that Vest can help navigate the landscape of the ever-changing tax environment.For more info please visit:https://vesta.cpa/2023-10-1811 min
Vesta InsightsWhat's in a name?Brad Saunders talks with Managing shareholder and fearless leader Nathan Volkomener about why Huberty changed its name to Vesta and the vision for the company moving forward.2023-09-2122 min
DIG THISAn Obligation To Speak The TruthGratitude Season continues with Episode 20. Today Jenny, and Kleanza archaeologist Manda Palmer gently, with compassion and vulnerability, have a very difficult but important discussion about harassment, abuse, rape, sexual assault, mental health and burnout in the practice of archaeology…and our obligation, to ourselves now, and to the next generation. Again, it feels like we're just scratching the surface, but it’s a start. And we touch on a few solutions too. The content will be alarming to some, and we have included more detailed information in the Show Notes, as well as resources, should you need them...2023-04-1238 min