Insights - Wipfli

Articles

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Brian Coddington May 27, 2026 4 min read

The U.S. Court of Federal Claims just threw out COVID-era tax deadlines. Could you gain relief?
- Tax
- Individual Tax
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Kathy Frable May 25, 2026 6 min read

Smart tax planning for sole proprietors and real estate investors
- Real estate
- Private client
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Brad Werner May 06, 2026 8 min read

Three business transition planning gaps to fix before it’s too late
- Construction
- Private client
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Videos & Webcasts

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a professional discussion between two individuals in an office setting using a laptop

Chris Lockhart May 28, 2026

More than a return: Why you need a proactive tax plan

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

Private client

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Happy senior parents and their adult daughter surfing the Internet on a computer at home.

Daniel K. Pastron Dec 11, 2025

Advanced estate planning: Trusts and family limited partnership strategies

This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.

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man and woman looking at a laptop

Chris Lockhart Aug 28, 2025

What the One Big Beautiful Bill means for you

High-net-worth individuals need to understand how the One Big Beautiful Bill could impact them. This webinar covers the law’s impact on estate planning, charitable giving, deductions and more.

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Case Studies

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construction man working

Transitioning the family business

Van Zeeland Manufacturing

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cows in farmland

Securing a family’s ranchland legacy

Robert E. Lee Ranch Company

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a man and a woman looking at a paper

Outsourced accounting brings more to the table

Culver's

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