• 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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  • Charitable Giving Tax Considerations

    Posted:

    Now that the holiday season has arrived and 2018 is drawing to a close, many of us will be contemplating end of the year charitable gifts. Here are a couple of important tax breaks you will want to keep in mind when making charitable contributions.

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  • 2019 Gift and Estate Tax Exemption Amount

    Posted:

    Yesterday the IRS announced the official 2019 federal gift and estate tax exemption amounts This amount is adjusted periodically for inflation. The 2019 federal gift and estate tax exemption amount will be...

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