Tax Planning

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

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…

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…

Co-authored by Marshall Lund, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared in…

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 …

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…