When is the right time to file for Social Security? Of Americans who are eligible to claim Social Security, a surprising…
Tax Planning
Creative ways to start gifting to loved ones over the holidays
With the holidays around the corner, many of us are getting into the gifting spirit. You might come across the perfect g…
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…
Benefits of setting up a 529 plan — from kinder to college with impactful tax savings
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
What is a GRAT, and why is now a great time to set one up?
This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…
What to consider when structuring a charitable gifting strategy: Comparing donor-advised funds, private foundations and charitable trusts
When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
How the CARES Act affects individuals and families
Co-authored by Chris Lockhart, Kathy Frable and Anastassia Maxwell at Wipfli LLP. The following article was prepare…
Over age 70.5? Make sure you consider qualified charitable distributions
Before planning for qualified charitable distributions (QCDs), it’s important to have a general understanding of them. M…
1099 or W-2? 5 things to know before becoming an independent contractor
We have heard it over and over again: Once you decide to work for yourself, you’ll never go back to working for so…
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…