Insights

Articles

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Wipfli Insights Team Apr 28, 2024 2 min read

Key considerations for bank-owned life insurance tax treatment
- Financial Institutions
- Accounting services
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Gregory G. Butler Apr 26, 2024 2 min read

The Tax Relief for American Families and Workers Act of 2024: Will it pass?
- Tax
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Wipfli Insights Team Apr 25, 2024 2 min read

Long-term tax planning and bank-owned life insurance
- Financial Institutions
- Tax
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Videos & Webcasts

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Jason M. Beiswenger Feb 08, 2024

Optimize your savings with tax planning initiatives for 2024

In this webinar, we share tax planning strategies to help you optimize savings in 2024. Learn more about key tax changes and initiatives for the new year.

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Meghan Gardner Dec 13, 2023

Webinar: Tax update for financial institutions

With an election year ahead and the 2025 ending of Tax Cuts and Job Act provisions, financial institutions can begin tax planning now. Join our webinar.

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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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Case Studies

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Saving lives with custom technology

© 2022 Wipfli LLP. "Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. Assurance, tax and consulting services are offered through Wipfli LLP. Investment banking and related services are offered through Wipfli Corporate Finance LLC. Wipfli LLP is a member of Allinial Global, an association of legally independent firms. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP.

Articles

Videos & Webcasts

Optimize your savings with tax planning initiatives for 2024

Webinar: Tax update for financial institutions

Reduce your personal tax liability with year-end planning tips

Case Studies

SharpLogixx

Accelerated Genetics

Graebel Companies, Inc.