• 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.

    Read More

  • 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...

    Read More

  • 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...

    Read More

  • 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.

    Read More

  • 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...

    Read More

  • 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?

    Read More

Schedule an appointment with us today.

Meet with a knowledgeable attorney who specializes in your area of law.

FIND US Willms-O’Leary Law Firm, 414 N. Main St., Thiensville, WI 53092
CALL US P: (262) 238-6996 or (800) 238-6996
F: (262) 238-6999