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Vesta CPA's
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Current Federal Tax Developments
2025-07-21 Dealing with Uncashed Retirement Plan Checks
This 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...
2025-07-19
00 min
Vesta Insights
Vesta Insights May,2025 Greg Feucht, Shareholder
Greg 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...
2025-06-17
09 min
Vesta Insights
Vesta Insights May, 2025 Joshua TeBeest Shareholder, Tax Service Line Leader
Josh 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.cpa
2025-05-19
08 min
Vesta Insights
QuickBooks 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.
2025-04-17
16 min
Vesta Insights
Vesta Insights Gabe Olsen
Toady 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.
2025-03-20
14 min
Vesta Insights
Vesta Insights March 2025
This show is all about assurance. We discuss what assurance and audit services are and how they can impact your business in a positive way.
2025-03-05
10 min
Vesta Insights
InVesta Ep. 10 Sean Baily
Sean 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...
2024-06-24
10 min
Vesta Insights
InVesta Episode 9, Brad Saunders Part 2
Sean 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...
2024-05-20
15 min
Vesta Insights
InVesta Episode 8, Brad Saunders
Sean 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...
2024-04-25
15 min
Vesta Insights
In Vesta Episode 7: New Markets
Brad 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...
2024-03-18
11 min
Vesta Insights
InVesta Episode 6: Navigating Tax Law Complexity
Today, 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...
2024-02-27
12 min
Vesta Insights
Episode 5, Kimberly Thome, Shareholder, Director of Accounting
On this episode Brad talks with Kimberly Thome, Director of Accounting about all the amazing accounting services that Vesta provides for their clients.
2024-01-22
08 min
Vesta Insights
Episode 4 Kristin Olson- Vesta, Human Resource Manager
in this episode Brad talks with Kristen Olson, Vesta's HR manager about the current human resource environment for business owners.
2023-12-17
12 min
Vesta Insights
Episode 3 The Bankers Perspective
In 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.
2023-11-27
34 min
Vesta Insights
Episode 2 Sean Bailey
In 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/
2023-10-18
11 min
Vesta Insights
What'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.
2023-09-21
22 min
DIG THIS
An Obligation To Speak The Truth
Gratitude 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...
2023-04-12
38 min