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De Pere Business Center provides full service estate tax planning and various tax preparation related to such. If an estate tax return or inheritance tax return is required, De Pere Business Center can help. If gifting De Pere Business Center can assist in both the planning as well as the gift tax preparation. If looking at Family Limited Partnerships, Life Insurance Trusts, Living Estates in Real Estate Properties, or Living Trusts De Pere Business Center can assist in setting up and maintaining. Wisconsin, as most states, do not require estate counselors to take any classes or pass any exams to prepare estate tax returns or provide estate tax advise. BUYER BEWARE!!! Always question the people you work with. What is their college education, what credentials have they obtained, how many years of actual experience have the completed. Also don’t forget a list of referrals. After all, your tax concerns are too important to leave to chance!!! Education is a major requirement for our staff at De Pere Business Center and the following education assist in insuring you are receiving the highest standards in your estate tax needs: Accredited Tax Preparer (ATP). Individuals who hold the ATP credential have a through knowledge of the concepts behind the existing tax code and the preparation of individual, corporate, and partnership tax returns. Accredited Tax Advisor (ATA). Individuals holding the ATA credential have demonstrated the ability to handle complex tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate planning. Certified Financial Planner (CFP). Individuals holding the CFP credential have completed a national exam issued by the Board of Financial Planning. This generally includes a study program including; income tax planning, investment planning, insurance planning, retirement planning, employee benefit planning and estate planning. Most CFP Candidates are also required to hold a bachelor’s degree and actual work experience in the financial planning industry Investment Advisor: Licensed through Packerland Brokerage Services Inc with applicable federal and state requirements to perform complete investment analysis Enrolled to Practice Before The IRS (EA). Individuals holding the EA credential have passed a two-day exam covering all segments of tax law directly from the Internal Revenue Service. This is the only tax license exam provided directly by the IRS and the only license issued directly by the IRS. Masters Degree in Taxation (MST). Individuals holding the MST credential have completed an advanced college degree, beyond the Bachelors Degree, specifically geared to tax law. This is the most prestigious designation available in the tax industry. Our experts in the estate area include:
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             Registered Representative, Investment advisory services and securities offered through Packerland Brokerage Services, Inc., Member FINRA & SIPC. |
Ken
has over ten years experience in the tax industry. He earned his
Enrollment to Practice Before The Internal Revenue Service (the only tax
license issued directly by The IRS) during 1999 and his accreditation as
an Accredited Tax Preparer during 1996.
James
has over 15 years of experience in income tax and financial planning. He
earned his Enrollment to Practice before the Internal Revenue Service
designation during 1992 (the only tax license issued directly by the
IRS), he holds a Bachelor's Degree in Business Administration, majoring
in accounting, from the University of Wisconsin - Eau Claire. He has
worked as a tax researcher/technical writer and has served as an
instructor for several tax and financial organizations. Jim has served
as the Manager of Financial Services with a fortune 500 company and is
also an investment advisor through Packerland Brokerage Services.
(Series 6, 63, 65, 7 ,24)