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What is the Gift Tax and How Does it Work?

Last week, I provided a very brief overview of the gift tax in a vlog.  You can view the vlog here.  In this blog post, I’ll expand on basic gift tax concepts, just in time to make your holiday gifts. What is the gift...more

Gift Tax Basics [Video]

As the holiday season approaches, Attorney Shanna Yonke shares insight regarding a topic at the top of client’s mind – what amount can be gifted without tax consequences? While the state of Wisconsin does not impose a gift...more

Proposed Gift and Estate Tax Changes Mean Some May Need to Act Now

In the United States Congress, there is an arduous journey before a bill becomes law. See the classic School House Rock! video, “I’m Just a Bill.” But there is a common theme running through some gift and estate tax bills...more

What is the Estate Tax and How Does it Work?

Earlier this month, I provided a very brief overview of the estate tax in a vlog. In this blog post, I’ll expand on estate tax basics. What is the estate tax? At its foundation, the estate tax is a tax imposed on the...more

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