Tax Planning

Co-authored by Tami McCann, CPA, Partner at Wipfli LLP. The following article was prepared in collaboration with our aff…

Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …

This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…

When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …

Co-authored by Chris Lockhart, Kathy Frable and Anastassia Maxwell at Wipfli LLP. The following article was prepare…

Before planning for qualified charitable distributions (QCDs), it’s important to have a general understanding of them. M…

We have heard it over and over again: Once you decide to work for yourself, you’ll never go back to working for so…

As taxpayers, we’ve now felt the full impact of the changes the Tax Cuts and Jobs Act (TCJA) made to the tax code. Losin…

Co-authored by Tom Krieg, CPA, Partner at Wipfli LLPThe following article was prepared in collaboration with our affilia…

Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…