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Join the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes to retirement savings accounts. They highlight end-of-year tax planning tips plus tax issues they plan to watch closely in 2024.
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Mueller, President of Third Eye Management, about the impacts on healthcare plans for...