Webinar: Maximize your 2026 tax strategy before year-end by Wipfli

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About This Webinar

Access year-end tax planning strategies worth considering before December 31.

As 2026 draws to a close, now is the time to evaluate your tax and estate planning strategy before key year-end deadlines pass. Join our panel of tax professionals for a discussion addressing the questions we hear most often from clients — from managing high- or low-income years to charitable giving and estate planning considering today’s historically high exemption amounts.

This webinar offers clear guidance on what to consider before year-end so you can approach these decisions with more information and less uncertainty. We look forward to seeing you there.

Agenda

2026 taxes: Receive timely, actionable strategies for reducing your 2026 tax bill.
Charitable giving: Discover the most tax-efficient ways to give, both during your lifetime and through your estate plan.
Estate planning insights: Learn how to prepare if your estate could exceed future exemption thresholds.

Presenters

Arti Batra

Director

As a director in Wipfli’s estate, gift and trust tax practice, Arti helps business owners, executives and multigenerational families design and implement efficient wealth transfer strategies aligned with their long term goals. She brings a thoughtful approach to planning and provides clear and strategic guidance in balancing tax efficiency with family goals and priorities.

She has significant experience in assisting clients with creating comprehensive estate plans to protect and transition wealth across generations. As an estate planning attorney and consultant, she advises clients on incorporating sophisticated gifting and wealth transfer strategies, business succession planning and identifying planning opportunities within an evolving income and transfer tax environment. She is known for simplifying complex rules, communicating proactively and helping clients understand their options with clarity and confidence.

At Wipfli, Arti collaborates closely with cross functional teams to ensure clients receive integrated support that reflects their personal, business and legacy objectives. She listens closely to each client’s goals and family dynamics, then builds tailored solutions that align with what matters most to them. Her thoughtful guidance reinforces Wipfli’s commitment to delivering high quality, people focused service and helping clients move forward with certainty and peace of mind.

Jason Beiswenger

Partner

Jason Beiswenger is the firm’s Private Client Group practice leader in the Northeast. He has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.

As a highly skilled tax advisor, Jason specializes in working with executives, high-net-worth individuals, and wealthy families providing individual and trust income tax compliance and consulting services. He has experience providing advice on equity-based compensation, charitable giving, and retirement planning strategies. Jason also has expertise in providing planning and compliance services to closely held businesses.

Kathy Frable

Director

Kathy Frable is a director in Wipfli’s individuals tax practice. She has more than 20 years of public accounting experience in performing tax and consulting work for a variety of clients. Kathy’s focus is in the area of individual income taxation and planning, including trusts, gifts, and estate planning. She enjoys helping her clients plan for the future, including college and retirement planning.

Chris Lockhart

Partner

With more than 15 years of experience, Chris Lockhart is a partner of the private client services tax team. He specializes in working with executives, high-net-worth individuals, and wealthy families. Chris has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.

Chris also has experience with international tax issues, especially as they relate to expatriate and inpatriate matters. He understands the intricate filing requirements for foreign financial accounts and investments and the U.S. credits and exclusions allowable for income earned in other countries.

Marci Spivey

Partner

Marci Spivey is a Wipfli partner advising wealthy families on income, gift and estate tax planning. She translates complex tax concepts into clear, actionable guidance through a high-touch client experience that helps families preserve wealth across generations.

Jason Grunlund

Senior manager

Jason Grunlund is a manager with nearly 13 years of experience in public accounting. He is highly specialized in assisting both businesses and individuals with tax planning, preparation and advisory services. Jason focuses on clients in the construction, trucking and real estate industries, and has worked with a wide range of businesses — from small, familyowned operations to large, multimillion-dollar corporations.

He works closely with clients to navigate them through compliance for corporate, partnership, individual, estate and trust tax returns. In addition, Jason has advised many high-net-worth individuals to plan accordingly to maximize their tax savings and incorporate tax strategies into their wealth management practices. Clients appreciate Jason’s ability to explain complex and dynamic tax concepts and apply them to their unique situations.

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