Upcoming Events

The Great Re-Evaluation

6/16/2022 01:00 PM (CT)

Type: Live Webinar

Service: Private client services

Event Contact:

Name: Forrester Allen

Phone: 404.420.5720

Email: forrester.allen@wipfli.com


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We’re almost halfway through 2022 and the pandemic has been a game changer for many of us. Whether it’s where we live, how we work, or what our legacy will be – people are re-evaluating their lives and how they live them.

We invite you to join us Thursday, June 16 at 1:00 p.m. CT for a panel discussion on tax, estate planning and retirement. You don’t live your life in pieces, so why fragment your finances? See how our integrated services can help you.

We hope you can join us!

Speakers
Brad Long

Karen Martin – Moderator

Karen Martin is a senior manager in Wipfli’s tax practice. She specializes in individual, family, trust, estate and gift tax compliance, planning and consulting. Karen works closely with clients and their team of trusted advisors to help them achieve their wealth management and estate planning goals.

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Rafia Hasan

Dean Stange – Estate Planning

Dean’s role as Director of Estate Planning reflects the importance that Wipfli Financial places on comprehensive estate planning for our clients. Dean’s unique background as a former practicing attorney for nearly two decades allows him to bring a multidisciplinary approach to helping fulfill our clients’ needs.

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Rafia Hasan

Dan Kidney – State Residency

Dan Kidney is a director in Wipfli’s state and local tax (SALT) practice and has over 20 years of experience dedicated to SALT matters. He has served both Fortune 100 multinational and small businesses and has deep knowledge across a broad range of SALT topics. While Dan has a passion for writing and speaking about cutting-edge SALT concepts, he especially enjoys explaining those concepts in plain language to businesses and their owners to help them solve problems and bring them value.

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Rafia Hasan

Leah Schmid – WFA/Financial Planning

For Leah Schmid, numbers are a window into a deeper narrative. At age 14, working as a file clerk for the Wisconsin Department of Revenue, she became intrigued by the complexities of taxation and how many variables need to be considered when engaging in client work.

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