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SVA Professionals Featured in Milwaukee Business Journal Article

By SVA | 2/9/2018

SVA Professionals Eric Trost, CPA, MST and Peter Jelacic, CFP® are featured in an article in the Milwaukee Business Journal. The article, titled “The Impact of Tax Reform”, details the significant changes and choices business owners and individuals face with the new tax legislation.

Specific topics that Eric and Pete discuss in the article include donor advised funds, the 20% deduction allowed for flow-through businesses, corporate tax rate cut, estate tax exemption, and new depreciation rules. 

To read the entire article, visit https://www.bizjournals.com/milwaukee/feature/table-of-experts/the-impact-of-tax-reform-business-owners.html.

Eric is Principal-in-Charge of SVA Certified Public Accountants, S.C. Tax Services group. His experience and technical knowledge in tax compliance, research, and planning have given him the opportunity to work in a variety of tax areas and industries. Eric assists corporations and partnerships with tax savings through his extensive knowledge of transaction structuring, tax credits and accounting methods. His broad-based knowledge of tax and financial accounting give him a wide range of expertise to assist clients with their tax, accounting, and financial needs.

Pete is a Senior Wealth Manager with SVA Plumb Wealth Management, LLC. With over 30 years of experience in the financial industry, Pete provides personalized comprehensive financial planning and investment management that helps his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning including educational, retirement and estate planning.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.