Davis|Kuelthau is proud to be one of the Title Sponsors of the 2019-2020 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…
Read MoreDavis|Kuelthau is proud to be a sponsor of BizTimes Media’s 14th Annual Next Generation Manufacturing Summit taking place on Wednesday, October 9, 2019. This program is being produced in collaboration with Wisconsin Manufacturing & Technology Show, Milwaukee7, 3M, C.G. Schmidt, Wisconsin Manufacturing Extension Partnership, CliftonLarsonAllen, BMO Harris Bank, GSC, and Vistage. This forum will provide an…
Read MoreDavis|Kuelthau is a proud sponsor of BizTimes Media’s Family & Closely Held Business Summit taking place on Thursday, June 13, 2019. This program is being produced in collaboration with Morgan Stanley, National Exchange Bank & Trust, SVA and Vistage. This forum will provide an extensive overview on how to navigate many of the complex issues related to growing a…
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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. This series will cover advanced concepts and applications related to…
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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 of tax opportunities…
Read MoreDavis|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 opportunity to network and gain key information…
Read MoreTrusts, 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 transition in their company including: What happens to your…
Read MoreDavis|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 business…
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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 of the new partnership…
Read MoreDavis & 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 opportunity to network and gain…
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