Smooth Transitions

March weather in Wisconsin is full of surprises. The calendar marks the first day of spring on the 20th, yet the reality is far less predictable. One day, we’re shivering in below-zero temperatures, navigating icy roads and a fresh layer of snow. The next, the sun is shining, the temperature hits 60 degrees, the snow … Read more

Put Your Heart Into It

One of my values is “put your heart into it.” This time of year, my heart goes on a wild roller coaster ride. This is when a client must decide whether to sign an engagement letter. Most clients love us, which is an incredible high.

Tax Changes are a Comin’

Yes, it is time to prepare your 2024 tax return. However, your future tax situation is becoming more uncertain—and not in your favor. As tax law currently stands, we will experience major tax law changes on January 1, 2026, that will increase your tax bill.

How Unexpected Life Is…

Reflecting on 2024, the year brought several unexpected life events. There were more trips to Arizona than planned. The year began with my son John’s wedding to Alicia on December 31, 2023, in Peoria, Arizona—a beautiful evening of celebration.

Fall is in the Air

The days are getting shorter and the temperatures are getting colder. My garden is dying. Hummingbirds are migrating south. Kids are back in school. I already saw my first autumn red leaf that has fallen and football season is starting! Summer is disappearing and fall is peaking through.

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