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Federal Estate Tax Exemption to be Halved in 2026: Here's What You Need to Know
With the TCJA sunsetting at the end of 2025, the federal estate tax exemption is set to be cut nearly in half. Read on to learn some steps you need to consider reducing your taxable estate.
Kate Maier CTFA, JD, CFP®
Blog
What Are the Best Tax Planning Strategies?
Explore effective tax planning strategies to minimize your liabilities and maximize financial efficiency.
Michelle Guissinger CFP®, CPA, CDFA®
Blog
Get Ready for Your Tax Appointment: A Preparation Guide
Tax appointment planning can help you get your personal and business documents in order—making it easier to file your 2023 taxes. This brief guide outlines the steps you can take to get ready.
Britta Ferguson CFP®, CEPA®
Blog
Tax Planning With Your Financial Advisor
To make sure tax considerations are seamlessly integrated into your financial plan, here’s a primer on some of the ways you can work with your financial advisor on tax planning.
Brandon Mather CFP®, CEPA, ChFEBC®
Blog
Understanding the Roth 5-Year Rule for Tax-Efficient Withdrawals
Discover little-known strategies of the Roth IRA 5-year rule. To better secure your financial future, learn how you can optimize your withdrawals for tax advantages.
Brent Muller ChFC®

We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them. They advised us on life insurance, college funds, long term care insurance and Roth IRAs. They promptly answered all questions anytime we called and kept us on schedule with withdrawals and payments. I never worry about finances and have complete trust in the team.

- Janet Williams, Savage, MN

Actual client testimony. Client was not compensated.

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