Estate Planning: How to get started?
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A frequent question we are asked by new clients is “how do I start the estate planning process?” It’s easier than you may think. Let me walk you through the process.
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Should You Opt-Out of the 2021 Child Tax Credit Advance Payments?
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The IRS is making 2021 child tax credit advance payments. Eligible taxpayers are automatically “opted-in” to advance payments, but can choose to opt out upon request.
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Wisconsin Tomorrow Small Business Recovery Grant
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The Wisconsin Department of Revenue opened the doors for applications to the Wisconsin Tomorrow Small Business Recovery Grant this week with the deadline to apply set for June 7th.
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What Biden’s Tax Changes Might Mean for You
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This past Wednesday, President Biden laid out the tax changes he is proposing to fund his most recent spending package, which he has named “The American Family Plan”.
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Family Investment Companies Are Fantastic!
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As a practicing lawyer for over 30 years, I am well aware of the many benefits associated with limited liability companies (LLCs). But the secret is out and LLCs are becoming the entity of choice for many new businesses.
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Proposed Legislation
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This past Monday a group of Senate Democrats proposed legislation to eliminate the so-called step-up in basis at death for capital assets such as stocks, real estate and businesses, and instead to tax unrealized capital gains at death...
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FIND US O’Leary-Guth Law Office, S.C.
1251 W. Glen Oaks Lane, Mequon, WI 53092
1251 W. Glen Oaks Lane, Mequon, WI 53092
CALL US P: (262) 238-6996
F: (262) 238-6999
F: (262) 238-6999