Having moved away from a big 8 accounting firm to Walthall, I couldn't be happier with the service, individual care, and interest in my business that has been shown to us. 

Always interested in stepping in and being a part of the decision making, rather than sitting back and watching the outcome.

BOB GALE, Mid-West Forge Corp.

Financial Planning

Fringe Benefits Rule

Employer-Provided Insurance Cost

SERVICES    Contact
Cash Flow Management                                          This Group
Charitable Gift Planning  
Divorce Planning
Education Planning
Elder Care Planning
Estate Planning
Retirement Planning 
Risk Management 
Tax Planning 

If you are looking for answers to any of these questions, maybe we can help. (click here)

GROUP MEMBERS  HELPFUL TOOLS
Cindy Kula, Chairperson Personal Info and Document Locator    
Chuck Battiato, Partner                            Personal Balance Sheet
Rick Lash, Partner                              Record Retention Guide
John Kromar 
Doris Seifert Day ARTICLE
Lori SullivanFourth Quarter 2011 Tax Developments
Teresa WisniewskiHow Financial Planning Can Help You
Social Security and Medicare Figures for 2012
  The Income Tax Planning Landscape: 2011
FINANCIAL PLANNING QUESTIONS The "New Normal" of Estate Planning
Do I Need Personal Financial Planning? 2011 Year-End Tax Planning Moves for Individuals
When Should I Start Planning? 2011 Year-End Tax Planning Moves for 
Who Should Review My Personal      Businesses and Business Owners
     Financial Plan? Women and Retirement Planning - No Excuses!
What Should I Include? Ensure Right Plan is in Place for Elderly Relatives
What If I Don't Have a Lot of Money? Medicare Open Enrollment Period Information
What Role Does Goal-Setting Play in President Obama's Landmark Financial Reform
     Financial Planning? Key Estate Planning Documents
How Do I Know How Much I am Worth? 2010 Year End Planning Basics
How Can I Plan for Tomorrow When I Can 2010 Year End Planning Dos and Don'ts
     Barely Pay for Today? Expiring Provisions Affect 2010 Tax Planning
How Much Should I Be Saving? Financial Planning - Helping You See the 
How Does Insurance Fit Into the Process?   Big Picture
Do I need a will? 
What Type of Advice Can I Expect From
     A CPA Financial Planner? 
After a Plan is Developed, What Happens Next? 
How Often Should I Update the Plan?