Ron Altenburg

CPA
Shareholder
P: 920-996-1164

Expertise

Ron's extensive experience in public accounting includes research, planning and compliance work in gift, estate, and income tax. This experience includes planning for distributions from qualified retirement plans/IRAs/Roth IRAs, generation skipping transfer tax, family limited partnerships, and gift tax disclosure. Ron began his career with Schenck in 1988 and was promoted to shareholder in 2004. He is a member of Schenck’s Estate & Trust Team. He is a member of Schenck's Wealth Advisory team, leading the Estate & Wealth Succession services. In this role, Ron works closely with the firm's investment, retirement planning and private tax teams to provide clients with an integrated approach to their financial security needs.

Education

St. Norbert College, BBA, Accounting

Certified Public Accountant with Honorable Mention award

Professional memberships

  • Wisconsin Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Fox Valley Estate Planning Council, Past President

Community involvement

  • Rotary Club of Appleton
  • Leaven, Treasurer

Presentations given

  • Estate and Charitable Gift Plans
  • Required Minimum Distributions from IRAs and QRPs
  • Individual Tax Law Changes
  • Tax and Estate Planning
  • Fiduciary Income Tax Basics & Tax Savings Strategies
Ron Altenburg's Recent Articles View all

Over age 70 ½? Consider giving to charity directly from your IRA

If you are over age 70 ½, you could save a significant amount of income taxes by making a gift to charity directly from your IRA. Such a gift counts toward your minimum required distribution. The QCD does not get included in your federal income, nor do you claim a charitable deduction on your federal tax return. Many charities qualify. Although the charity’s cause, not income tax savings, is the reason for making a gift to charity, tax savings from wisely choosing how to make the gift provides an added bonus for supporting the charity’s mission.

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Estate Tax Planning After the 2012 Tax Act

Now that there is more certainty in the federal gift and estate tax law, it is a good time to revisit your gift and estate plan to be certain that it meets your goals and objectives and is designed with tax savings in mind.

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“Schenck has served as a key player in FEECO’s success over the years. Our business has grown and expanded to serve new markets, and Schenck has the depth of personnel to continue to meet our increasingly complex accounting and tax needs. I appreciate their timely and responsive service throughout the year.” - Dan Madigan, President, FEECO International
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