Videos & webcasts

Smiling Senior Couple Meeting With Female Financial Advisor In Office

Margaret Amsden Jun 06, 2024

Securing your legacy: Estate planning and gift tax exemption sunset

Prepare your financial legacy for the estate and gift tax exemption sunset. Join our live webinar for strategies to help you minimize your estate tax liability.

Private client

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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

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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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Wipfli Insights Team Jun 16, 2022

Webinar: The Great Re-Evaluation

In this panel of experts discussion, you’ll hear the latest on tax, estate planning and retirement – and how potential changes might affect the many facets of your financial health.

Private client

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Securing your legacy: Estate planning and gift tax exemption sunset

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

Webinar: The Great Re-Evaluation