Just as planning is critical to developing a strategy to minimize income tax obligations, it’s also critical for helping retain the wealth that you and your family have built over your life and career. As you prepare for family or business transitions, it’s important to seek the advice of an experienced estate tax professional to ensure that your family retains as much of what you’ve built as possible.
The estate tax professionals at Wilhelm & Associates, Ltd. are uniquely qualified to help with:
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Real Estate & Rental Professionals
We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients...
Small Government Contractors
Our firm offers extended value as an accounting service provider for government entities. We truly understand the challenges that government entities face, and provide you with industry-specific...
Professional Service Providers
We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing...
In the past couple of years, major changes have been made to the taxation of both C corporations and pass-through entities (including sole proprietorships). So what’s the best entity choice for your small business?
SIMPLE, SEP or Safe Harbor?
Would you like to pay health care expenses from a tax-advantaged account? A Health Savings Account (HSA) may be right for you.