This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…
Tax Planning
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
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Over age 70.5? Make sure you consider qualified charitable distributions
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
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…
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 …