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Articles

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Tom Cox Nov 18, 2024 4 min read

Design, build, retire: How to plan a smooth transition for construction owners
- Construction
- Organizational performance
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Reed D. Sellers Nov 01, 2024 3 min read

4 essential strategies for construction succession planning
- Construction
- Private client
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Francis P. Egan Sep 05, 2024 3 min read

Prepare for the sunset of the gift and estate tax exemption
- Private client
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Videos & Webcasts

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Paul T. Lally Oct 03, 2024

Revisit valuation and business transitions before key tax law changes

A key tax change goes into effect in 2025 that could affect business succession. Start preparing now with this free webinar from Wipfli.

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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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Case Studies

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Transitioning the family business

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Articles

Videos & Webcasts

Revisit valuation and business transitions before key tax law changes

Securing your legacy: Estate planning and gift tax exemption sunset

Reduce your personal tax liability with year-end planning tips

Case Studies

Van Zeeland Manufacturing

Robert E. Lee Ranch Company

Bergman Companies: Getting Sale-side Assistance and Top Dollar