Blog
Paying the IRS is Changing: What Milwaukee Taxpayers Need to Know
I hope (against all odds) you managed to stay cool this past weekend. And that you’re braced for the week ahead — because the heat wave...
“Do I Need Disability Insurance?” – A Question Milwaukee Workers Need to Answer
Remember writing paper checks? Balancing a checkbook? Mailing in a bill payment and hoping it got there in time? It wasn’t that long ago. But these...
Types of Small Business Insurance Your Milwaukee Business Needs
Welcome back to the tariffs-and-what-they-mean-for-you segment of your weekly Strategy Note. On today’s agenda: Steel and aluminum. The U.S....
Jon Neal’s 6 Steps to Making the Tax Extension Filing Deadline
For those of you glued to your screens last week watching Ed the zebra make his way through neighborhoods and highways in Tennessee, I’m happy to...
What Trump’s Big Beautiful Bill Means For Milwaukee Taxpayers
No, it might not technically be summer yet, but wars are certainly beginning between car AC systems and the sun in many parts of the country. Things...
3 Keys To Running a Business From Your Milwaukee Home More Efficiently
Payroll day has a way of sneaking up on you. Even when things are running smoothly, there’s still that moment of holding your breath—Will the...
Filing Taxes Late: How Milwaukee Taxpayers Can Get Back on Track
I hope you enjoyed your three-day weekend. And more than that, I hope you took a moment to pause and reflect on Memorial Day beyond your Milwaukee...
Strategic Sourcing For Tariffs In Your Milwaukee Business
Because you're probably digging out from under a heap of emails and half-finished to-do’s after the long weekend, I’ll get straight to it: There was...
Student Loan Repayment Plans: Tax Saving Strategies for Milwaukee Owers
Before we dive into anything tax-related, I want to pause and say this: to those in St. Louis and Kentucky affected by the recent tornadoes – our...








