2025 Pub. 7 Issue 3

Donald K. “Don” Ham 1952-2025Nebraska Certificate #1733Society Certificate #134848-Year Member Allen J. Marsh 1937-2025Nebraska Certificate #0962Society Certificate #064656-Year Member William E. “Bill” Schneidewind, Jr. 1943-2025Nebraska Certificate #0787Society Certificate #055658-Year Member Larry J. Weber 1953-2025Nebraska Certificate #2044Society Certificate #154747-Year Member The Society has made a donation to The Foundation of the Nebraska Society of Certified Public

Membership in the Nebraska Society of CPAs signifies your commitment to the accounting profession and the belief that much can be accomplished by working together. Welcome to the premier organization for CPAs and accounting professionals in Nebraska.

Janet Berry-Johnson, CPA has launched Firefly Financial Organizing, a company specializing in daily money management and paper organization services for seniors, their adult children, and other busy adults. She helps clients pay bills, reconcile accounts, manage paperwork, track expenses, and prepare for tax time so nothing slips through the cracks. In addition to being a

Election years generate both a lot of excitement and a lot of misinformation. The Nebraska Society of CPAs is here to set the facts straight about the NESCPA Political Education Committee (PEC) and bust a few myths in the process.

It is important from the beginning to recognize the way that purchasing a practice does not happen. The buyer does not take the full purchase price out of savings and write a check to the seller. If a buyer has that much money, he or she would not be buying himself/herself a job.

For decades, the accounting profession has sold the dream of a singular path to success: graduate with your degree, land a job at a firm, and work your way up the ladder to partner. Or exit the firm and become a controller and work your way up to CFO.

In today’s evolving philanthropic landscape, more donors are looking beyond their checkbooks and cash gifts. They’re exploring how complex assets, like real estate, business interests, and even cryptocurrency, can fuel meaningful giving. Working with an advisor at a community foundation can make these conversations easier and more effective for advisors and their clients.

When it comes to tax strategies, if something sounds too good to be true, it probably is. It is especially important for advisors to have a high-level understanding of what to watch out for when their clients are inevitably pitched sham or high-risk tax-planning strategies. In the world of trust planning, two schemes are currently circulating that advisors should be able to recognize so they can effectively advise their clients of the potential risks involved.

If you’re from Nebraska, follow the College World Series (CWS), or simply watch the news, chances are you’ve heard of Rocco’s Jell-O Shot Challenge. Now a CWS tradition, the challenge pits fans against each other in a spirited competition to rack up the most Jell-O shots for their favorite team—all while raising money for a good cause. Last year’s CWS was a record-setting year, generating more than $145,000 in donations to food banks affiliated with the CWS participating schools as well as a local Omaha food pantry, simply from the sale of Jell-O shots. This year, Rocco’s upped the game by donating 40% of each Jell-O shot sale.

Each year, millions of aging Americans fall victim to some type of financial fraud scheme. Here’s how CPAs can play a vital role in serving as their first line of defense. If you see something, say something. That’s the advice Mark Gallegos, CPA, MST, tax partner at Porte Brown LLC, gives his elderly clients when

2025 NESCPA Course Calendar