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Thorson Tax & Financial, LLC

110 N. Grand Avenue, Ste 212
Sun Prairie, WI 53590

Phone:

608-345-5320

Fax:

608-318-6950

E-mail:

rickb@thurstonspringer.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Welcome to Thorson Tax & Financial, LLC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We at Thorson Tax & Financial want to help you develop a clear understanding of your taxes and investments. We want you to feel knowledgeable and confident about them.

When you have experiences such as a marriage, divorce, birth of a child, job change, inheritance, a major purchase, starting your own business, acquisition of rental properties, health issues, a desire to retire, and many others, they impact your taxes and investments. Do you have someone to help you understand the tax & financial impact? We want to develop a relationship with you and be that resource.

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Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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