Dave Laske, shareholder of Kolb+Co., has been in public practice since 1986 when he joined the firm. He has extensive experience in corporate, partnership, and individual taxation. Dave specializes in tax planning for retirement plan accumulations and distributions; structuring of plans for the tax advantageous exercise of executive stock options; and tax planning and compliance for gifts, estates, and trusts.
Education
Carroll College
Bachelor of science degree in business and accounting
University of Wisconsin - Milwaukee
Master of science degree in taxation
Industry Specialization
Estates
High net-worth individuals
Personal service providers
Trusts
Published Articles
"California Water's Edge Provisions,"
University of Wisconsin - Milwaukee Tax Association manuscript award winner
Speaking Engagements
Selected Tax Planning: IRA's, Qualified Retirement Plans and Beneficiary Designations presented at International Group of Accounting Firms' (IGAF) annual tax conference
Guest expert at University of Wisconsin - Milwaukee's Entrepreneurial Training Program
Various tax seminars for clients and professional organizations
Professional/Community Activities
American Institute of Certified Public Accountants (AICPA) member
University of Wisconsin - Milwaukee Tax Association past president
Wisconsin Institute of Certified Public Accountants (WICPA) member
Certifications
Wisconsin life insurance license
Wisconsin health & accident insurance license |