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About This Webinar
Is your tax strategy ready for year-end? Join us on December 10 for a webinar on how to proactively manage your tax position/liability instead of reacting after the fact.

In this session, we’ll cover:
• Proactive tax-planning strategies: Learn practical steps to strengthen your tax position now, including entity structure reviews, deduction planning and timing considerations.
• Market signals heading into 2027: Hear how the current economic landscape may shape future financial and tax decisions.
• Tax-savings opportunities: Discover anticipated tax incentives, credits and planning strategies you can take advantage of in the new year.

Whether you want to reduce your tax burden, plan for growth or simply stay ahead of changing regulations, this webinar will equip you with actionable insights to end the year strong.
Presenters
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Andrew Seifert
Partner
Andrew Seifert is a partner in Wipfli’s national tax office. Since joining Wipfli in 2015, his focus has been assisting clients with complex tax issues. He specializes in federal and multistate corporate and partnership tax compliance, accounting methods, tax research, and mergers and acquisitions. He is dedicated to assisting the firm’s clients with their unique and challenging issues.

Andrew has presented on various tax topics for the Minnesota Society of CPAs (MNCPA), Minnesota State Bar Association (MSBA), Minnesota CLE, the Financial Planning Association of Minnesota and the National Employment Lawyers Association (NELA). He currently serves as an adjunct faculty member in the University of Minnesota’s master of business taxation program and has served as an adjunct faculty member for the University of Minnesota’s law school.
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Dannielle Lewis
Partner
Dannielle Lewis is a partner in the tax practice, focused on serving clients in the construction and real estate industry. She leads Wipfli's team of Qualified Opportunity Zone specialists and is a frequent speaker on this topic. She also advises clients on complex tax transactions involving partnership interest exchanges or business sales. Dannielle stays up to date on the ever-changing tax laws and recognizes opportunities for new and potential clients to help save and structure their funds. She leverages her proactive planning and advising to ensure clients reach their goals and are successful.
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Jamie Shull
Partner
Jamie Shull is a partner with Wipfli’s tax practice. She specializes in providing mid-size business clients (including related individuals) in a variety of industries with tax planning, preparation and consulting services. Jamie’s strong attention to detail and project management skills help her determine and fulfill specific client needs.

She also serves as Wipfli’s Rocky Mountain regional manufacturing, retail and distribution growth leader. In that role, Jamie is responsible for building Wipfli’s awareness and value to clients and prospects.
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