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? Changes to tax law favor giving to charity directly from your IRA

If you’re eligible, you could save a significant amount of income taxes by making a gift to charity directly from your IRA. Many taxpayers may see even greater benefit with recent changes to the tax law.

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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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