Kaup's Tax & Wealth Management

08/28/2026

Many business owners have a business plan. Fewer have a personal financial plan that's keeping pace with it. That gap is usually where the biggest problems hide.

Here’s why both tracks need to run at the same time, and what it can cost when they don't.

https://bit.ly/4bZb9vT

08/21/2026

Meet Carrie Sutak! As one of our multitalented team members at Kaup's Tax & Wealth Management, Carrie keeps things running smoothly as a receptionist while also supporting income tax processing and life insurance customer service.

🌎 Fun fact: Carrie grew up in Lafayette, Colorado, where her high school graduating class was nearly 400 people

🏆 She's most proud of: Her solo fresh start in a small town before making the big move to Stuart (we can’t wait!)

🌸 Outside the office, you'll find her: Gardening, planting flowers, and soaking up time with her family and pets

📺 Currently streaming: Friends, Ghosts, and Landman

We're so glad to have Carrie on the team!

07/30/2026

Our latest blog breaks down what not to miss, including a Roth conversion opportunity at age 18 that could be one of the account's most valuable (and overlooked) features.

Read it here: https://bit.ly/4yQ4iP1

07/25/2026

A traditional IRA can be a strong retirement asset.
It can also become a hefty future tax bill for you, your surviving spouse, and your children.

Our latest blog walks through what high-net-worth families should know: https://bit.ly/4yJELar

07/22/2026

📢 Update: Trump Accounts for Kids

Didn’t qualify for the $1,000 government seed deposit? Your child may still qualify for a $250 contribution, this time from a private source.

The Michael & Susan Dell Foundation has pledged $6.25 billion to fund a one-time $250 deposit for eligible kids who don't qualify for the federal Trump Account seed money. This is a charitable gift, not a government benefit.

Who may qualify:
✅ Child is 10 or younger (generally born before 1/1/2025)
✅ Doesn't qualify for the $1,000 federal deposit (that's for kids born 2025–2028)
✅ Lives in a ZIP code with median household income under $150,000
✅ Has an eligible Trump Account already opened

We broke down important details to know about Trump Accounts, federal seed deposits, contribution limits, tax treatment, and how to open one in our latest blog.

👉 Read the full breakdown: https://bit.ly/3RPSITt

07/15/2026

07/04/2026

🎆 Happy Fourth of July🎆

Out here, the sky feels a little bigger and the fireworks a little brighter. We're grateful to serve the farmers, ranchers, and neighbors who make rural Nebraska what it is — hardworking, close-knit, and proud.

However you're celebrating tonight, we hope it's full of good company and gratitude.

Happy Independence Day, from our family to yours.

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!

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