By Lauren Iwema, CAP®, Senior Advisor, Charitable Estate Planning for the American Heart Association Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to make a charitable gift. One thing is clear in working with […]
Common Factors Affecting Retirement Income
Can the Party for Growth Stocks Continue?
Milwaukee Business Journal Wealth Management Corner
Which state do I pay tax to if I’m spending time in more than one state?
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the second in a two-part series. Part 1 focused on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of spending time in multiple states during the year. For those that spend time living in more than one […]
Covid canceled our Christmas Party!
What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so many of your friendly faces and enjoy spending time with you outside of the office? Well, I’ll tell you what! Shakespeare is going to give […]
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