Webinar: More than a return: Why you need a proactive tax plan by Wipfli

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About This Webinar

For high-net-worth individuals, the greatest tax advantages emerge well before returns are filed.

Investment activity, liquidity events, charitable strategies, business income and estate considerations all create planning opportunities. But maximizing them doesn’t happen without a timely response.

This webinar explores why proactive, year-round tax planning delivers superior outcomes and how you can position yourself now to capitalize on new tax opportunities.

Watch the recording and learn how a forward-looking approach to tax planning, including considerations for portfolio and IRA income, Schedule C, Schedule E, charitable giving and estate planning.

Presenters

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.

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.

Professional memberships and activities

Heidi Bucklew

Senior Manager

Heidi Bucklew is a senior tax manager with over 20 years of public accounting experience. She concentrates her efforts in the private client group, focusing on taxation for high-net-worth individuals, their families and their businesses. She leverages her extensive experience to provide tax compliance and help clients plan for the future. In addition to tax work, Heidi has prior experience in the areas of fraud and litigation.

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.

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.

Tania Aggarwal

Senior Manager

Tania Aggarwal is a senior manager with over 12 years of experience in tax and accounting across nonprofit, for-profit and public sectors. She advises her clients on multistate income tax planning and compliance. She manages high level review of complex tax returns for individuals, trusts and businesses. She also handles tax research as well as coordination of numerous year-end tax projections. Tania holds dual master's degrees. One in accounting and another in finance. She is a certified public accountant and a certified financial planner. Her focus at Wipfli is private clients, and she is responsible for developing and maintaining strong client relationships by providing exceptional service and understanding their business needs.

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