Co-authored by Jennifer Porath, CPA, a manager in Wipfli’s tax practice. The following article was prepared in collabora…
Surviving a spouse is never easy. Here are 8 tax, estate and financial planning tips to prepare
Co-authored by Tami McCann, CPA, Partner at Wipfli LLP. The following article was prepared in collaboration with our aff…
What women want … financially, that is
This blog was co-written by Stephanie Forrester. Traditionally, men make up the workforce and manage the finances. But w…
Smart Estate Planning Strategies for Women
When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …
1040 Procrastination? Consider These Strategies
The tax-filing deadline is fast approaching. The due date was extended to April 18 this year, because April 15 — the reg…
Real World Tips for New Grads
Congratulations! You’ve made it through the rigors of academia and are now ready to venture out into the real world. Now…
Tax Benefits of Charitable Giving
There are many ways to give to charity. You can make gifts during your lifetime or at your death. You can make gifts out…
Year-End Tax-Saving Tips & Strategies
Year-end tax planning and investment decisions can result in significant tax savings. The following are some common plan…