Co-authored by Marshall Lund, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared in…
Tax Planning
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…
Update on Tax Reform: Will It Happen, Now That Congress Has Returned?
This update was prepared by a tax partner with our affiliate, Wipfli LLP. With more than 1,800 associates, 41 offices in…
Planning for the American Health Care Act
Editor’s Note: At publication, the U.S. House of Representatives had just released its draft of the American Healt…
Can I Use My IRA to Buy Real Estate?
A common question from clients — or oftentimes from people at dinner parties — is, “Can I use my IRA money to buy real e…
Money Smart Week on OneBite: Becoming a CPA and CFP® Professional
Deciding to partner with Money Smart Week® for a second year in a row was simple — after all, we share the same mission.…