• Do you Qualify as a Prudent Investor?

    Posted:

    John McLean died on October 23, 1823. John’s will left $35,000, personal property and a house to his wife, Ann. He also left $50,000 in trust for her benefit. John’s will directed that the trust’s income was to be paid to Ann, in quarterly or semi-annual payments. On Ann’s death...

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  • The Magic of Tax-Free Compounding

    Posted:

    Tax-free compounding (that is, reinvesting investment earnings pre-tax) is a real-life trick that even a master magician can’t match. For many, Roth accounts are the best way to capitalize on what Einstein called “the most powerful force in the universe”.

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  • What is a Certificate of Trustee Authority?

    Posted:

    Banks and other financial institutions often request a copy of the Trust Agreement when opening trust accounts. However, instead of disclosing the full trust agreement, a better alternative can be to provide a Certificate of Trustee Authority.

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  • One Week Remains to File IRS Form 1099-MISC

    Posted:

    If you own a business or are self-employed, you are required to send an IRS Form 1099-MISC to individuals and most LLCs that you paid at least $600...

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  • New Tax Deduction for Wisconsin Business Owners

    Posted:

    A new tax law signed by Governor Scott Walker (2017 Wisconsin Act 368) allows S-Corporations (beginning January 1, 2018) and partnerships and limited liability companies (beginning January 1, 2019) to make an election to...

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