Insights - Wipfli

Articles

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Tom Cox Nov 18, 2024 4 min read

Design, build, retire: How to plan a smooth transition for construction owners
- Construction
- Organizational performance
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Nichole Eggerling Nov 12, 2024 5 min read

Maximize your 2024 tax position: A guide to year-end tax-saving options
- Tax
- Private client
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Reed D. Sellers Nov 01, 2024 3 min read

4 essential strategies for construction succession planning
- Construction
- Private client
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Videos & Webcasts

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Paul T. Lally Oct 03, 2024

Revisit valuation and business transitions before key tax law changes

A key tax change goes into effect in 2025 that could affect business succession. Start preparing now with this free webinar from Wipfli.

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Margaret Amsden Jun 06, 2024

Securing your legacy: Estate planning and gift tax exemption sunset

Prepare your financial legacy for the estate and gift tax exemption sunset. Watch our on-demand webinar for strategies to help you minimize your tax liability.

Private client

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Smiling Senior Couple Meeting With Female Financial Advisor In Office

Margaret Amsden Jun 06, 2024

Securing your legacy: Estate planning and gift tax exemption sunset

Prepare your financial legacy for the estate and gift tax exemption sunset. Join our live webinar for strategies to help you minimize your estate tax liability.

Private client

Watch now

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Case Studies

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Transitioning the family business

© 2024 Wipfli LLP. "Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. Assurance, tax and consulting services are offered through Wipfli LLP. Investment banking and related services are offered through Wipfli Corporate Finance LLC. Wipfli LLP is a member of Allinial Global, an association of legally independent firms. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP.

Articles

Videos & Webcasts

Revisit valuation and business transitions before key tax law changes

Securing your legacy: Estate planning and gift tax exemption sunset

Securing your legacy: Estate planning and gift tax exemption sunset

Case Studies

Van Zeeland Manufacturing

Robert E. Lee Ranch Company

Bergman Companies: Getting Sale-side Assistance and Top Dollar