Build a foundation for your future with the right tax strategies
Connecting all the complexities of your personal and business finances with your goals can be challenging — including making sure you’re mitigating your taxes and maximizing your wealth.
Wipfli’s team provides seamless private client services that can connect those pieces and bridge the gaps to make sure you fully understand the economic and tax consequences of your investment, business structure and wealth transfer strategies.
We’re different from other advisors. We won’t talk over or at you. We listen first — because getting to know you is the most important part of any plan.
Our advisors develop a comprehensive solution that addresses the full range of your needs and the multi-generational goals of your family for both today and tomorrow.
Estate and gift planning
Protect assets. Transfer wealth. Realize dreams. We can provide proactive tax planning and guidance on elections for gifts, estates and trusts to build a strong foundation for your financial life.
Business succession, transition planning
Business succession and transition are carefully planned processes. Whether transitioning out of management, ownership or both, we can help create a plan to achieve desired goals at an appropriate pace.
Wealth management and investment advisory services*
Understanding your long-term objectives and financial plan sets the stage for a personalized investment plan. Our team will be with you on every step of your financial journey.
Featured Thought Leader
Chris Lockhart, CPA
With more than 15 years of experience, Chris Lockhart is a partner of the private client services tax team. He specializes in working with executives, high-net-worth individuals, and wealthy families. Chris has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.
Jason M. Beiswenger, CPA
Jason Beiswenger is the firm’s Private Client Group practice leader in the Northeast. He has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.
Leslie Schaus, CPA, MT
Leslie Schaus is a tax partner who brings over 30 years of tax experience to her clients. She has worked both in private industry and as a CPA in public practice. Leslie’s knowledge and experience enable her to consistently provide value to clients in terms of planning and compliance matters. In addition, she has served as an expert witness in Denver, Douglas and Arapahoe Counties as well as in U.S. bankruptcy courts.
INDIVIDUAL TAX PLANNING
Prepare for tax season with actionable tips and strategies to optimize your savings.
