Shakespeare Wealth Management

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262-814-1600
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COVID-19 Relief Bill to Provide $900 Billion in Relief

December 22, 2020 By Shakespeare

COVID-19 Relief Bill

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 […]

Filed Under: Relief Bills, Uncategorized Tagged With: 2020, Brian Ellenbecker, cfp, covid 19, covid 19 relief bill, december 22, individuals, relief bill, Shakespeare Wealth Management, small business

WEBINAR: Year-End Tax and Wealth Transfer Planning

December 8, 2020 By Colleen Schoenike

During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules.  He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. About Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®: Brian’s areas […]

Tagged With: 2020 tax, Brian Ellenbecker, cfp, estate planning rules, investment portfolio, Lake Country, legacy plans, manage wealth, online, pewaukee, retirement planning, tax planning, tax rules, virtual, wealth transfer, webinar, Wisconsin, year-end

Year-End Charitable Giving Reminders

November 11, 2020 By Shakespeare

Year End Charitable Giving

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 […]

Filed Under: Tax Planning, Uncategorized Tagged With: 2020, Brian Ellenbecker, cash donation, charitable donation, charity, DAF, deducting your gift, deductions, donation of property, donor advised funds, itemize deductions, qcd, qualified charitable distributions, Shakespeare Wealth Management

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Shakespeare Wealth Management, LLC®

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

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