1101 Joliet Street
Janesville, WI 53546
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WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Is your estate in order? This short quiz may help you assess your overall strategy.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It's important to make sure your retirement strategy anticipates health-care expenses.
How long does a $20 bill last?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When considering life insurance, it's important to understand your options.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how to set up your financial goals for success? This knight does.
Here is a quick history of the Federal Reserve and an overview of what it does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?