Public Resources: Useful Links

Consumer-focused Financial Planning Resources on

The AICPA has developed financial planning resources for the public, which includes guidance on budgeting and saving, estate and retirement planning, managing credit, an investment primer, and much more. The site also provides information about CPAs who hold the Personal Financial Specialist (PFS) credential. Access the Personal Financial Planning Web page. Access the Financial Literacy Resource Center

The Wisconsin Department of Regulation and Licensing has changed its name to the Wisconsin Department of Safety and Professional Services. The website provides consumers and the 314,000 professionals who are licensed through the Department with easier access to information about the regulatory activities of the Department and Licensing Boards 24 hours a day. Phone: 608-266-5511.

Free advertising for nonprofits seeking CPA volunteers through WICPA Volunteer Assistance.

Free tax information on 360 Degrees of Taxes, website designed by CPAs to help consumers understand their taxes.

Information about federal taxes - Internal Revenue Service

Information about state taxes - Wisconsin Department of Revenue
Phone: 608/266-1611

Please see On Balance magazine for more articles.

UW sites offer small business help
The UW System offers assistance through the Small Business Development Centers throughout Wisconsin.

Resource for entrepreneurs
Wisconsin Women's Business Initiative Corporation offers numerous services for entrepreneurs and small businesses, including classes and loans. Classes are in Milwaukee, Madison, Janesville, Appleton, Green Bay, and Racine/Kenosha. Programs and loans are not restricted to women.