Canceled: Strategies to Maximize Benefits Received From Your Retirement Savings Under the Newly Enacted SECURE Act You’ve worked for years to save for retirement. Knowing how to best position withdrawals from your retirement accounts for you and your beneficiaries is equally critical. The recently enacted SECURE Act greatly impacts qualified...
Ann Rieger of Davis|Kuelthau’s corporate, health care, non-profit organizations, tax, and trusts, estates and succession planning teams will be presenting, Gifting Techniques Using Trusts and The Use of Family Limited Partnerships/LLCs in Estate Planning at the State Bar of Wisconsin’s Step-by-Step Estate Planning Series II on February 28, 2019....
Trusts, Estates and Succession Planning Attorney Jacqueline L. Messler presented to members of the Association for Women Lawyers on Wednesday, January 16, 2019. Her presentation, Estate Planning for Your Animal-Loving Clients addressed the common pitfalls of not having an estate plan, essential items to include in the estate plan, and the types...
Tax attorney, Mark G. Kmiecik will be participating on a panel discussion titled, “Reconciling State and Federal Audits After New IRS Partnership Audit Regulations: Tax Reporting Challenges”. In light of the new partnership audit rules that have a significant impact on trusts holding partnership assets, this discussion will look at the impact of...
Trusts, Estates and Succession Planning Attorney, Jacqueline Messler will be participating in an informational panel discussion with the Association of General Contractors (AGC) of Greater Milwaukee entitled, Succession Planning: Continuing Your Legacy. This discussion will address critical questions for business owners to consider when making a...
In August, the IRS finalized regulations governing designation of partnership representatives for centralized audit rules. Davis|Kuelthau Tax attorney, Mark G. Kmiecik and Thomas L. Smitha of Berkowitz Pollack Brant Advisors and Accountants discussed key strategies and mechanics of electing out of the centralized partnership audit rules in their...
Davis|Kuelthau is a proud sponsor of BizTimes Media’s Family & Closely Held Business Summit taking place on Thursday, June 14, 2018. This forum will provide an extensive overview on how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business. Attendees will learn from family...
The new partnership audit rules will have a significant impact on trusts holding partnership assets. Tax attorney, Mark G. Kmiecik will be presenting, “Estate Planning and New IRS Centralized Partnership Audit Rules: Impact on Trusts Holding Partnership Interest”. This discussion will guide estate planning counsel and trust advisers on the impact...
Davis & Kuelthau is a proud supporter of St. Norbert College’s ‘CEO Breakfast & Strategy Series’. These programs cover a variety of business topics featuring speakers who are significant business and community leaders. They will share their stories related to common business challenges and provide success strategies. Attendees have an...
Davis & Kuelthau's Labor & Employment, Municipal, and School and Higher Education Teams are hosting the firm's 40th Annual Public Officials Program for veteran and newly-elected public officials on April 30, 2018. Our Labor and Employment, Municipal, and School and Higher Education teams will update public officials regarding: School and...
