Shakespeare Wealth Management, LLC

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Guest Blog – 5 Gift Options for Tax Savvy Charitable Planning

February 17, 2021 By Shakespeare

5 Gift Options For Tax Savvy Charitable Planning

      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 […]

Filed Under: Tax Planning Tagged With: AGI, american heart association, appreciated stock, assets, beneficiary, charitable, donations, immediate tax deduction, ira charitable rollover, lauren iwema, non-cash assets, qcd, qualified charitable distribution, real estate, stimulus bill, Tax Savvy, tax situation

Common Factors Affecting Retirement Income

February 3, 2021 By Shakespeare

Blog Common Factors Affecting Retirement Income

Filed Under: Brian Ellenbecker, Retirement Planning

Can the Party for Growth Stocks Continue?

January 20, 2021 By Shakespeare

Milwaukee Business Journal Wealth Management Corner

Filed Under: Investment Management, Nick Ziarek Tagged With: fastest decline, growth stocks, Markets in 2020, party for growth stocks continue

Which state do I pay tax to if I’m spending time in more than one state?

January 14, 2021 By Shakespeare

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 […]

Filed Under: Brian Ellenbecker, Tax Planning

Covid canceled our Christmas Party!

December 23, 2020 By Shakespeare

Christmas Party Canceled Blog

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 […]

Filed Under: Uncategorized Tagged With: 2020, american foundation for suicide prevention, cancelled christmas, cancelled party, cancer center, children't tumor foundation, covid 19, fisher center for alzheimer's research foundation, Giving, hope street ministry, life's connection, medical college of wisconsin, national multiples sclerosis society, Shakespeare Wealth Management

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N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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