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Articles

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Tiffany Kuntemeier Apr 26, 2024 3 min read

Secure your estate ahead of the lifetime exemption sunset
- Private Client Services
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Francis P. Egan Dec 18, 2023 4 min read

Prepare for the sunset of the gift and estate tax exemption
- Private Client Services
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Margaret Amsden Dec 06, 2022 4 min read

The pros, cons and tax impacts of private foundations vs. donor-advised funds
- Private Client Services
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Videos & Webcasts

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Chuck Martin Nov 09, 2023

Reduce your personal tax liability with year-end planning tips

Join this year-end tax planning webinar for insights on incentives and deductions to reduce your liabilities.

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Daniel N. Kidney Aug 10, 2023

Clearing up common misconceptions about state tax residency

Learn how residency can impact taxes with our on-demand webinar. We explore the tax implications of living, working and estate planning in different states.

Private Client Services

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Audra M. Moncur May 11, 2023

Estate planning: Make the right wealth-transfer decisions

Wipfli specialists will help your decision-making as you prepare for wealth transfer that works for your family dynamics and takes advantage of current tax laws

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Case Studies

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Transitioning the family business

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Articles

Videos & Webcasts

Reduce your personal tax liability with year-end planning tips

Clearing up common misconceptions about state tax residency

Estate planning: Make the right wealth-transfer decisions

Case Studies

Van Zeeland Manufacturing

Robert E. Lee Ranch Company

Bergman Companies: Getting Sale-side Assistance and Top Dollar