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Tune in for individual tax-planning tips and strategies

Feb 10, 2023

Wondering if there’s still anything you can do for the 2022 tax year? Do you have the right plan in place for 2023? Are you scrambling to gather all of your tax documents and unsure of what you need to bring to your tax advisor? Wipfli can help.

Listen to private client specialists and thought leaders from Wipfli in our on-demand webinar recording, to learn how to take the stress out of tax preparation and planning.

Topics covered:

  • What you can still do for the 2022 tax year
  • Tips and proactive strategies you can use for the 2023 tax year
  • How to be prepared when connecting with your tax accountant


Chuck Martin
CPA, PFS, CITP, Partner
Kathy Frable
CPA, Senior Manager
Chris Lockhart
CPA, Partner
Ryan T. Usalis
CPA, Senior Manager


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