By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22. The bill provides relief to individuals, families and businesses who may still be struggling due to COVID-related issues. Some of the key provisions of this legislation include: Provisions to […]
Establishing Residency for State Tax Purposes
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the first of a two-part series. Part 1 focuses on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state. […]
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK. “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]
Year-End Charitable Giving Reminders
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 2020 has been a unique year in many aspects. COVID-19 has created many problems, including delays in processing certain transactions. As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation. Be sure that […]
Wisconsin Announces Phase 2 of the “We’re All In” Initiative to Help Small Businesses
Earlier this year, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative. Because of its popularity, coupled with the fact that Wisconsin businesses continue to struggle through the pandemic, Wisconsin has made an additional $50 million available to businesses […]
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