Tax & Accounting
W-2 and 1099 filing: what employers need before January
Worker classification, contractor totals and address changes are far cheaper to fix in December than in February. A short year-end checklist for Wisconsin employers.
Insights
Two lanes of education. One brand.
Tax and accounting guidance and wealth and investment guidance are distinct disciplines with distinct rules. We keep them clearly labeled — and then we make sure they talk to each other.
Tax & Accounting
Employee or contractor? The test that actually matters
Behavioral control, financial control and the nature of the relationship — how the classification is judged, and what a misclassification costs.
Tax & Accounting
When a notice arrives: reading it before reacting to it
Most notices are proposals, not conclusions. What each common type means and the order in which to respond.
Tax & Accounting
Rental income and expenses, recorded so the return writes itself
The records to keep during the year for rental property so depreciation, repairs and improvements are not reconstructed in April.
Wealth & Investment
Why roll over a 401(k) — and when not to
Consolidating old 401(k), 403(b), 457 and SIMPLE balances can simplify oversight and broaden investment choice. Fees, expenses, commissions, taxes and legal implications should all be compared before deciding.
Wealth & Investment
Education funding: 529 plans inside the wider plan
How education funding interacts with cash flow, gifting and financial aid, rather than being treated as a standalone account.
Wealth & Investment
The Wisconsin-to-Florida transition
Residency, multi-state filing, where your advisors sit and how the seasonal move affects the accounts and documents that follow you.
Wealth & Investment
Beneficiary designations override your will more often than you think
Titling and beneficiary forms decide where most retirement assets go. A short review cycle prevents a large surprise.
Educational content only. It is not tax, legal or investment advice and does not consider your individual circumstances. Read the full disclosures.