Newsletter

WKMR History - Part Two

Spring 2018

1980 - 1992
Throughout the early 80s when the stagnant economy had seen better days, WKMR managed to progress and become an industry leader. We learned to develop and decipher the new micro computer technologies for ourselves and our clients. The firm went from one office in Wauwatosa and a staff of about 12 to two full-service offices and a staff of around 28 with a ten year period.

Because of the success of the Oconomowoc office, by June of 1984 Daniel Gotter was invited to become a partner in the firm, the first additional partner admitted.

Estate Planning Essentials to Revisit Due to the New Tax Laws

Spring 2018

Estate Planning Essentials You Need to Revisit Due to the New Tax Law
Estate planning is never done. Just like a piece of real estate, it needs periodic maintenance and care to make sure it’s in good shape when you need it most. Provisions in the newly passed GOP tax plan mean it’s time to revisit a handful of key areas of your estate plan. Below we discuss the five areas you should check-in on.

NFP - External Financial Reporting - Part Four

Spring 2015

by Elise Zuleger, CPA

In the fourth of this five part series, we will focus on the statement of cash flows and its components.

Statement of Cash Flows
The third statement that must be reported (the first two being the statement of financial position and the statement of activities), if the not-for-profit organization has an external reporting requirement is the statement of cash flows.

IRS Warns of New Twist on Phone Scams

Spring 2018

The Internal Revenue Service  (IRS) recently warned of a new twist on an old phone scam as criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers (TACs) to trick taxpayers into paying non-existent tax bills.

The IRS and its Security Summit partners – the state tax agencies and the tax industry – urge taxpayers to remain alert to tax scams year-round, especially immediately after the tax filing season ends. Even after the April deadline passes, the tax scam season doesn’t end.

Current News

WKMR News – Spring 2018

Congratulations Garrett Schey, CPA!
Garrett Schey, an associate accountant in our Brookfield Office recently received his CPA.  Congratulations and great job!