Judy Haven

Judy Haven

CPA

Partner

Phone: 262.243.9610
Email Me

About Judy

As a Partner in the Mequon office of Hawkins Ash CPAs, Judy Haven provides tax planning and compliance services to a variety of businesses and individuals, concentrating on maximizing their bottom line while striving to communicate effectively and provide excellent client service. She performs tax research and planning and reviews business, individual, trust, and estate tax returns. With 30 years of experience in public accounting, Judy specializes in trust, estate, and gift tax.

“I enjoy interacting with my clients and providing them valuable services. I also enjoy the challenges that working in tax provides.”

Judy Haven

Areas of Focus

Tax Planning and Preparation

Trust, Estate, and Gift Tax

Education

Bachelor of Business Administration, Accounting, University of Northern Iowa

Certified Public Accountant (CPA)

Professional Affiliations

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Recent Posts by Judy

/ Articles, Business, Tax
Managing A Financial Windfall

Don’t Get Carried Away By a Windfall

Receiving a sudden and sizable influx of cash may seem like a dream come true. It can be, but many
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/ Articles, Business, Tax
Bolster Wealth Management With Trusts

Bolster Wealth Management With Trusts

What’s a Trust? A trust is a legal document (and the entity created by that document) that dictates how an
Read More
/ Articles, Tax
M&a Transactions

Key Tax Issues in M&A Transactions

Merger and acquisition activity dropped dramatically last year due to rising interest rates and a slowing economy. The total value
Read More
/ Articles, Tax
Secure 2.0 Law

How the New Secure 2.0 Law May Affect Your Business

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from
Read More
/ Articles, Tax
Family Budget

A Family Budget for Your Needs – Today and Tomorrow

A wise person — who may or may not have been an accountant — once said, “Simplicity is the key
Read More
/ Articles, Tax
M&A Transaction

How Do Taxes Factor Into an M&A Transaction?

Although merger and acquisition activity has been down in 2022, according to various reports, there are still companies being bought
Read More
/ Articles, Tax
Businesses Will Soon Be Able to Deduct More Under the Standard Mileage Rate

Businesses Will Soon Be Able to Deduct More Under the Standard Mileage Rate

Business owners are aware that the price of gas is historically high, which has made their vehicle costs soar. The
Read More
/ Articles, Business, Tax
Corporate Aircraft

The Tax Implications of Owning a Corporate Aircraft

If your business is successful and you do a lot of business travel, you may have considered buying a corporate
Read More
/ Nonprofit
endowment fund

Quasi Endowment Fund vs. Endowment Fund

If you regularly donate large sums of money, but continue to see an unmet social need that you wish to
Read More