New Partnership Audit Rules

September 22, 2017

The IRS will begin using a new approach to auditing entities taxed as partnerships for tax years starting on or after January 1, 2018. Read more. (By William C. Williams and Kelly J. Stohr)

Estate Tax Portability Is Not for Everyone

January 19, 2016

Married couples have been able to make the unused estate tax exclusion of a deceased spouse's estate available to the surviving spouse's estate. This concept is referred to as "portability." However, it is not the best choice in all cases and should not be used without thinking through all the possible implications. (Newsletter by William C. Williams)

Who Should Be Your Trustee?

December 30, 2014

This newsletter focuses on choosing a trustee for a trust that would hold and distribute assets after your death for the benefit of your surviving spouse, children, or both.(Newsletter by William C. Williams)

  • Fax 608-257-3757
  • Tel 608-257-3764
  • 345 W. Washington Ave. | Suite 302 | Madison, WI 53703-3007