Vise Financial

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Vise Financial

Vise Financial is a local CPA firm committed to our community. As a CPA born and raised in the Kansas City area, I feel a strong connection to this city.

I take deep pride in helping the individuals and businesses of this town succeed. I’m Justin Vise and after spending 20 years working at some of the largest firms in town, I decided to set out on my own for two primary reasons. First and foremost is my commitment to my family. With a wife and two beautiful little girls I adore, I made the personal decision to be more available for the people I love. Second was to provide the value and service that the citizens of this great city deserve. I created this firm with the sole purpose of helping business leaders and individuals be more confident in their CPA and take some of the worry and uncertainty about financial matters out of their already stressful lives. I have a commitment to reliability, integrity, and proactive communication that is unrivaled in the industry. I assure you that I will exceed your expectations.

01/19/2026

Many businesses today outsource one or more of their IT functions to save money. Yet if you don’t manage the risks involved, you could end up spending more and getting less in return. For example, slow support times or services that don’t match your objectives or employees’ needs can undermine productivity. Contact us at for help evaluating a prospective IT outsourcing arrangement or assessing the ROI of an existing one.

01/16/2026

The employer tax credit for paid family and medical leave has been made permanent. (It previously had been scheduled to expire Dec. 31, 2025.) The credit amount ranges from 12.5% to 25% of eligible wages paid to qualifying employees for up to 12 weeks of paid leave. Beginning in 2026, employers have the option to claim the credit for the same percentage of insurance premiums paid or incurred during the tax year for active family and medical leave coverage. You can’t claim the credit for both wages and premiums, however. Call us at to learn more. We can help evaluate your options and implement a leave program that complies with the IRS requirements for the credit.

01/14/2026

It’s common for small businesses to work with friends, relatives and affiliated companies. After all, they can be loyal workers and trustworthy business partners. But if related-party transactions aren’t handled properly, they can distort financial results, affect loan eligibility and even trigger IRS scrutiny. We can help you identify and record these transactions at market terms. Proper documentation supports compliance and provides clearer insight into how these arrangements affect cash flow and profitability. Contact us at to keep your books accurate and transparent.

01/13/2026

Have you considered an employee stock ownership plan (ESOP) for your business? An ESOP is a form of qualified retirement plan. More specifically, it’s a profit-sharing plan that allows employees to own shares of their employer’s company and cash in those shares when they retire or otherwise leave their jobs. Many small to midsize businesses have implemented ESOPs because of their exciting advantages. But ESOPs do present some hurdles to clear. Please contact us at to learn more about whether an ESOP might be right for you.

01/12/2026

To make confident business decisions, you need a clear view of your cash position. The statement of cash flows reveals how money moves in and out of your business. It’s usually organized into three sections: 1) Cash flows from operations reflect day-to-day activity. 2) Cash flows from financing activities show how you use debt and equity to fund growth. 3) Cash flows from investing activities capture how you’re building for the future. Together, they tell the real story behind your numbers. We can help you interpret trends, spot risks and manage cash flow to strengthen your business strategy. Call us at to learn more.

01/09/2026

Not everyone is eligible to make tax-deductible contributions to a traditional IRA. For example, for 2026, deduction eligibility for single taxpayers who also contribute to a workplace retirement plan, such as a 401(k) plan, phases out with income between $81,000 and $91,000. For joint filers, the phaseout range for a spouse who contributes to a work-based plan is $129,000 to $149,000. For a spouse who doesn’t contribute to a work-based plan, the phaseout range is $242,000 to $252,000. Also for 2026, Roth IRA contribution eligibility phases out as follows: $153,000 to $168,000 for single filers, $242,000 to $252,000 for joint filers, and $0 to $10,000 for married separate filers. Contact us at if you have questions.

01/07/2026

Your first “real” job, living on your own, meeting new people … all of this can make young adulthood exciting but stressful. Accumulating a sizeable retirement nest egg doesn’t have to be. Contribute as much as you can (up to $24,500 in 2026) to your employer’s 401(k) plan. Then watch as time and the compounding power of reinvesting earnings do their work. The longer your time horizon, the better! Contact us at for more advice on planning for your financial future.

01/06/2026

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus returns using victims’ Social Security numbers. It can cause big headaches and delay legitimate refunds. But if you file first, it will be the return filed by a potential thief that will be rejected, not yours. Call us at to get your return preparation started.

01/05/2026

Gifts that consist of hard-to-value assets, such as interests in a closely held business, can be risky. A defined-value gift may help you avoid unexpected tax liabilities. A defined-value gift is a gift of assets that are valued at a specific dollar amount rather than a certain number of stock shares or a specified percentage of a business entity. Structured properly, a defined-value gift won’t trigger gift taxes down the road. The key to this strategy is that the defined-value language in the transfer document is drafted as a “formula” clause rather than an invalid “savings” clause. Call us at to learn more.

01/02/2026

For 2026, the federal gift and estate tax exemption increases to $15 million (up from $13.99 million for 2025). That amount will be adjusted annually for inflation for 2027 and beyond. Without tax legislation signed into law in 2025, the exemption would have returned to an inflation-adjusted $5 million for 2026. The generation-skipping transfer tax exemption amount also increases to $15 million for 2026 and will be annually adjusted for inflation after that. Contact us at to discuss how these changes might affect your estate plan.

12/31/2025

Maximize your business tax deductions. Minimize your stress. Let us handle your company’s tax planning, return preparation and strategy so you can focus on taking your business to the next level. Contact us at .

12/30/2025

If you own a life insurance policy, a portion of its proceeds could be lost to estate tax if your estate exceeds the gift and estate tax exemption amount. If you don’t own the policy, the proceeds won’t be included in your taxable estate. Using an irrevocable life insurance trust (ILIT) can keep life insurance policies out of your estate. An ILIT owns one or more policies on your life, and it manages and distributes policy proceeds according to your wishes. You aren’t allowed to retain any powers over the policy, such as the right to change the beneficiary. Contact us at for details.

Address

5925 Nall Avenue
Mission, KS
66202

Telephone

+19132536629

Website

https://www.visetax.com/

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