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    Tostrud & Temp

    5.0 (1 review)
    Closed • 8:00 am - 5:00 pm

    Services - Tostrud & Temp

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    8 years ago

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    Trust Point

    Trust Point

    (1 review)

    My accounts and a trust account for my sons performed poorly at Trust Point over the past 16+…read moreyears. The trust for my sons at Trust Point was not invested with an objective to minimize the high tax burden, which is almost 40% for trust accounts. Instead of investing heavily in tax free municipal bonds and other tax-free investments, Trust Point invested the trust such that the income for this trust looked good on paper but, in reality, was taxed heavily. Also, since Trust Point charges a 1% management fee (on the pre-tax balance of accounts), Trust Point is able to increase their own revenue through favoring higher returns yet taxable investment strategies for trust accounts. Trust Point also charges extremely high fees in addition to their management fees. For example, Trust Point charges $850 to prepare trust income taxes and $575 per account to transfer your money/investments "in-kind" to another investment firm. As a result, the trust for my sons generated relatively low effective income over 19 years. Before opening, or transferring, any account, IRA, Roth, 401k, or trust at Trust Point, my advice is to do your homework.

    From the owner: Trust Point is an independent trust and investment company that has served individuals, families…read moreand businesses with their wealth management, trust administration & estate planning, and 401(k) plan needs for over 110 years. Our Wealth Management services are comprehensive, giving you access to several specialized financial professionals. Additionally, we are a fiduciary, focusing on what is best for our clients.

    O'Flaherty Heim Egan & Birnbaum - O'Flaherty Heim Egan & Bimbaum LTD

    O'Flaherty Heim Egan & Birnbaum

    (1 review)

    I recently went through a rigorous legal ordeal over more than a year. Pat Heim, a senior partner…read morein the law firm O'Flaherty, Heim, Egan, Birnbaum in La Crosse, Wisconsin, was a saint and guided me through the entire process with clear advice and good care. She was available at any time via message and/or phone, and always comforted me and assured me that she and I could deal with whatever came along. This reassurance was vital to my sense of wellbeing and comfort throughout the entire ordeal. I recommend Pat Heim highly as an advocate for anyone who must go through litigation in their future.

    From the owner: O'Flaherty Heim Egan Birnbaum, Ltd. is a team of dedicated lawyers committed to providing…read moreaggressive, highly effective legal representation. With 11 experienced attorneys working in a variety of practice areas, they offer an extensive range of services for almost any situation. Whether you've been involved in an auto accident or believe you're the victim of medical malpractice, you can rely on their expertise to ensure the best resolution to your legal problems. The skilled attorneys at O'Flaherty Heim Egan Birnbaum, Ltd. pride themselves on the quality of their legal counsel in a variety of situations, including: * Personal Injury: No one should have to live with the consequences of someone else's mistake. When you're hurt, O'Flaherty Heim Egan Birnbaum, Ltd. works hard to get you the compensation you deserve. * Family Law: During times of familial conflict, you can depend on these professionals for ethical, respectful, cost-effective counseling. With their help, you'll be empowered to make informed decisions which could impact the rest of your life. * Business and Real Estate Law: From business formation, contract negotiation, document drafting and transaction, to closing and corporate compliance services, you can trust in these professionals to protect your interests and those of your business...

    Tostrud & Temp - accountants - Updated October 2026

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