Wealth & Tax Planning for business owners, farmers, ranchers, and families
Comprehensive Financial Planning for Your Life & Legacy
Serving Nebraska, South Dakota and Beyond
Since 1984
Your Dreams. Your Life. Our Commitment.
A CPA-Led Firm with Over 40 Years of Trusted Tax and Wealth Experience
Scott Kaup, CFP®, founded Kaup’s Tax & Wealth Management more than 40 years ago to offer clients a more comprehensive, tax-focused approach to financial planning. His son, Ben Kaup, CPA, joined the firm in 2017 and leads tax and wealth management for clients across Nebraska.
We are a full-service CPA firm for a variety of tax preparation and planning needs, as well as a complete wealth management firm for high earners, business owners, farmers, ranchers, and more. Through our partnership with Prosperity Capital Advisors, an SEC-registered investment advisor (RIA), our team has the perfect combination of small-town warmth and big-time expertise to provide you the nationwide resources you want and the personalized attention you deserve.
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Our Processes: The Bucket Plan® and The Tax Management Journey®
Our team uses The Bucket Plan® philosophy, where we separate your finances into three distinct "buckets" that represent when you will need your money for your long-term needs and dreams, while being flexible enough for everyday expenses.
Because it’s not just about what you make, it’s what you get to keep, we also integrate tax strategies through The Tax Management Journey®. We help uncover tax deductions for business owners and families, simplify complex decisions, and preserve more of your wealth for you so less of it ends up with the government.
Who We Serve: Business Owners, Farmers, & High-Earning Families
For over 40 years, we’ve helped clients across Nebraska, and beyond, simplify their finances and reduce taxes before, during, and after retirement. We work to help clarify complex financial planning issues and have had success working with clients across a wide range of industries, including business owners, farmers, ranchers, legal professionals, and more. Whether you’re managing a family farm, thinking about business succession planning, or interested in tax-efficient ways to grow and protect your wealth, we’ll create a unique plan to help you retain more income, reduce stress and uncertainty, and build long-term security for your future and family.
Why Trust Our CPA-Led Team for Your Tax and Wealth Planning
We believe you deserve advisors who understand your entire financial picture and know how to align your plan with your best interests to help you achieve your goals in retirement.
Schedule a consultation today to start planning with us and see how our integrated, innovative approach can help you clear away worries about your future and retirement.