Tax planning

Showing 1-12 of 16 items

06/11/2025

Breaking Down the New Proposed Tax Rules Impacting Small Businesses

7/8/2025: OBBBA was signed into law on July 4, 2025. Read our breakdown of the biggest changes for closely held...

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Business

05/06/2025

New IRS 1099 E-Filing Rules for 2025: Avoid Penalties with TIN Matching

IRS 1099 e-filing rules are changing for the 2025 filing season. Here’s what small businesses need to know. The IRS...

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Business

03/19/2025

Construction & Tariffs: What Wisconsin Contractors Need to Know

Tariffs Are Creating Uncertainty in the Construction Industry Since President Trump took office, tariffs have been a hot topic. The...

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Business

11/15/2024

A Manufacturer’s Guide to the R&D Tax Credit

The Research and Development Credit (R&D) can be a very beneficial tax credit for manufacturers and a wide range of...

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Business

11/01/2024

Case Study: Wisconsin Manufacturer Recovers $180K in Missed Tax Credits

By leveraging industry-specific tax knowledge, Wegner CPAs guided a Wisconsin-based manufacturer to reclaim over $180,000 in tax refunds through the...

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Business

10/28/2024

Enhance your year-end giving with tax-beneficial gifts

As the year ends, many consider their finances and tax strategies. A smart way to lower potential estate taxes and...

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Tax

09/30/2024

Considering an electric vehicle? Here’s what you need to know.

Electric vehicles (EVs) are becoming more popular by the day. Not only do they save you gas dollars, but they...

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Tax

09/03/2024

Are you liable for two additional taxes on your income? 

If you have a high income, there are additional taxes that may apply to you. To stay informed and up...

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Tax

08/30/2024

Estate Planning? Don’t Overlook Income Taxes

In 2011, there was a much smaller estate tax exemption, compared to the $13.51 million exemption of 2024, leading many...

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Tax

08/26/2024

Divorce in your future? Be aware of these tax implications.

Divorce can be challenging, and taxes might be the last thing on your mind. However, certain tax issues are important...

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Tax

08/14/2024

Tax Implications for Series EE Savings Bonds

Savings bonds are purchased every year by many Americans, often as a way to save money while maintaining low risk....

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Tax

08/09/2024

The DOJ and FBI Continuing to Investigate PPP Loan Recipients for Fraud

For several months now, a number of agencies, including the Federal Bureau of Investigation (FBI), have been working diligently to...

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Business