Samantha Amore

Tax and Wealth Advisor Alert: Sales Tax Collection in Wisconsin Starts October 1st–Are You Ready?

Beginning October 1, 2018, Wisconsin will enforce sales tax collection from out-of-state sellers who sell taxable products and services in…

6 years ago

Tax and Wealth Advisor Alert: Sales Tax Relief for Wisconsin Contractors

Thanks to Wisconsin Senate Bill (SB) 227, contractors working with tax-exempt clients will benefit from a sales tax exemption. Generally,…

6 years ago

Tax and Wealth Advisor Alert: What Should Businesses Know About the Tax Plan?

If you’ve been following our posts, this is the third installment in our series on the Tax Cuts and Jobs…

7 years ago

Tax and Wealth Advisor Alert: What Should Non-Profits Know About the Tax Plan?

If you’ve been following our posts, this is the second installment in our series on the tax plan. Previously, we…

7 years ago

Tax and Wealth Advisor Alert: What Should Individuals Know About the Tax Plan?

I’m sure you’ve heard the news by now–Congress passed sweeping tax legislation at the end of 2017. These changes to…

7 years ago

Don’t Sell Yourself Short: Early Tax Planning to Maximize the Sale of Your Business

What part of selling a business is most important to sellers? Most would respond that receiving the highest purchase price…

7 years ago

Tax and Wealth Advisor Alert: Tax Court Affirms Discount for Family Partnership

The United States Tax Court is reminding some taxpayers to run their family like a business. In the Estate of…

9 years ago