Wipfli logo
Wipfli webcasts
Resources
Discover the latest insights on topics that matter to you.
Filters applied:
Clear filters
man and woman looking at a laptop
Chris Lockhart
Chris Lockhart Aug 28, 2025

What the One Big Beautiful Bill means for you

High-net-worth individuals need to understand how the One Big Beautiful Bill could impact them. This webinar covers the law’s impact on estate planning, charitable giving, deductions and more.

Mature businesswoman looking out of window.
Margaret Amsden
Margaret Amsden Jun 12, 2025

Estate tax planning in uncertain times

Major estate tax changes are anticipated in 2026. Attend this webinar for strategies to preserve your wealth and minimize future tax exposure.

Mature financial consultant advising a happy young couple while using a laptop. Horizontal shot.
Jason Beiswenger
Jason M. Beiswenger Dec 05, 2024

Reduce your personal tax liability with year-end planning tips

The Wipfli private client team prepared year-end tax planning tips to improve your tax and financial plans. Attend the live webinar on December 5.

View all videos & webcasts