Tax · Vol. 65 · No. 04

Year-End Tax Planning for Wisconsin Business Owners

Five proactive moves to make before December 31 — beyond just maxing out the retirement plan.

Mike Sama, CPA, Partner · October 2026 · 6 min read

By the time the calendar flips to January, most of the levers you wished you'd pulled are out of reach. Here is what we walk our Wisconsin clients through every fourth quarter.

Agency · Vol. 65 · No. 03

Reading Your Carrier Statement Like an Owner, Not an Accountant

Carrier statements hide a lot. Here's what to look for to understand the real profitability of each relationship.

Ryan Schumacher, CPA, Partner · September 2026

QuickBooks · Vol. 65 · No. 02

Choosing Between QuickBooks Online and Desktop in 2026

The honest tradeoffs — from a firm that runs both platforms every day for clients across Milwaukee.

Schumacher Sama Team, QuickBooks ProAdvisors · August 2026