We have heard it over and over again: Once you decide to work for yourself, you’ll never go back to working for so…
Tax Planning
10 Portfolio Strategies to Help Save on Your Income Tax Bill
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…
I’ve Maxed Out My 401(k), Now What? The Mega-Roth Strategy
Co-authored by Tom Krieg, CPA, Partner at Wipfli LLPThe following article was prepared in collaboration with our affilia…
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…
4 Ways to Maximize Charitable Giving Under the New Tax Law
Co-authored by Marshall Lund, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared in…
What Should You Know (and Do) About the New Tax Law?
The new tax law is a mixed bag for many, but it does contain some hidden gems. Though the tax filing season for 2017 is …
The Tax Bill Has Been Signed — Now What?
We have a new tax bill; some people are thrilled, and some are outraged, but we will all be affected by it (some more th…
Congress Votes to Pass Tax Bill
The following breakdown was prepared by the tax practice at our affiliate, Wipfli LLP. With more than 1,900 associates, …
‘Tis the Season for Year-End Planning: Tip #2
Miss the first item on our year-end planning checklist? See it here. It’s safe to say that 2017 has been an interesting …
House Tax Reform Proposal Released
This update was prepared by a partner in the tax practice at our CPA affiliate, Wipfli LLP. With more than 1,800 associa…