Tax Planning

  • What is The Federal Reserve’s Direction on Interest Rates?

    “Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert Einstein January in the Midwest can be a difficult place to spend your days. Cold and dark days are frequent weather forecasts. The hearty Midwesterners usually have their way of dealing with this somber forecast (travel, spending time doing…
  • Inflation Reduction Act of 2022

    Last week President Biden signed into law the Inflation Reduction Act of 2022. Here are some applicable sections that may be of importance. The specific tax rules surrounding energy tax credits can be complex, so if you are considering purchasing some energy efficient property let us know and we will be happy to discuss.
  • How Advisors Add Value By Saving You Money In Taxes

    One way advisors can add value to your bottom line is by helping you to minimize your tax bill. It's referred to as tax efficiency. There are two main ways that advisors can help with tax efficiency:
  • New tax rules in 2020

    As we noted in our June newsletter, there was a possibility of potential law changes in 2019.
  • 5 Best Practices For Philanthropists

    For hundreds of years, across all cultures and lifestyles, philanthropy has been an integral part of society, forging the way for great educational and art institutions, human service organizations, and many neighbors giving their communities an extra hand. Today, those who choose to give to charity do so in new ways and for a variety…
  • Proposed Tax Law Changes

    Our federal government is at it again with proposed tax law changes. The House recentlypassed legislation that many people think has a good chance of becoming law. These changescould affect financial planning strategies.
  • Seasons

    Another April 15th has arrived. It's hard to believe I have been doing this for 17 "spring seasons." If you are confused by the sentence, I was too in my first year out of college.
  • Wisconsin Child Tax Rebate

    For families with children under age of 18 as of December 31, 2017, the sate of Wisconsin is giving parents $100 for each child.
  • Tax Bunching

    We Americans are a giving people. For 2016, $390 billion was donated to charity. Individuals (as opposed to foundations and corporations) donated $282 billion of the $390 billion (72%).
  • Tax Cuts and Job Act

    Summary information related to the recent Tax Law changes.