• 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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  • WHAT CAN YOU DO IF YOU SUSPECT ELDER FINANCIAL ABUSE?

    Posted:

    Elder financial abuse is the illegal or improper use of a senior’s money, property, or assets. Many people simply don't know what to do when they suspect elder financial abuse. What should you do if you suspect financial elder abuse?

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  • Tax Planning for Investment Portfolios

    Posted:

    Fall has arrived in all its colorful splendor. This means that the end of the year is closer than many of us would like. It also means that there is no time to waste if you want to act to lower the taxes on the investment returns you collected during the year.

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  • Wisconsin’s Upcoming Sales Tax Holiday

    Posted:

    Back-to-school shopping on your mind? Good news, the Wisconsin Legislature has decided to institute a one-time "sales tax holiday" between August 1st and August 5th, 2018.

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  • More Bang for your Charitable Buck

    Posted:

    Giving to a favorite charity can be a very rewarding personal experience. Typically, charitable donations are done with cash. However, in many cases...

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