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3001 West Layton Avenue Greenfield, WI 53221

414-325-2040

414-325-2047

jon@nealgroup.net

Monday – Thursday | 8:30am to 4:30pm

Helpful Resources

What’s Alternative Minimum Tax? A 2026 Update for Milwaukee High Earners

by | November 5, 2025 | Uncategorized | 0 Comments

Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...
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Can an ABLE Account Help Milwaukee Families with Qualified Disability Expenses?

by | November 2, 2025 | Uncategorized | 0 Comments

 Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...
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Year-End Resolution: Wipe Out Tax Stress Before January

by | October 23, 2025 | Uncategorized | 0 Comments

Quick Answers: How to Eliminate Year-End Tax Stress? Review your books and records now to spot deductions you might miss. Maximize retirement contributions and charitable donations before December 31. Organize receipts and records digitally for easy access. Consult a...
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