Rhona Vogel leverages over 35 years of experience as a certified public accountant and registered investment advisor in her role as CEO and founder of Vogel Consulting in Brookfield, Wisconsin. At the multi-family office investment firm, Rhona Vogel provides families with integrated tax and estate planning services. Aside from her professional endeavors, Ms. Vogel serves as a board member of the Wisconsin Historical Foundation.The Wisconsin Historical Foundation serves to advance the mission of the Wisconsin Historical Society. By preserving stories about the past, the society hopes that future generations will share a connection to their roots and to the larger fabric of the people and places that have come before them. To that end, the Wisconsin Historical Society operates a number of museums and historical sites across the state, including the Wisconsin Historical Museum. The museum features a number of permanent exhibits that explore the state’s archeological history, frontier past, and political contributions. The museum also hosts author appearances and lectures that explore Wisconsin’s unique history. In addition to regular programming, the Wisconsin Historical Museum hosts temporary exhibits such as the Flavor of Wisconsin. The exhibit served as a celebration of flavors that are associated with Wisconsin history and how they reflect the state’s diverse heritage. In conjunction with the exhibit, attendees were given the opportunity to sample food and drink by some of the state’s food producers. Another temporary exhibit celebrated Harvey’s Wallbangers: The 1982 Milwaukee Brewers. Memorabilia and artifacts from the National League champions were displayed for baseball fans. Throughout the holiday season, guests to the museum can visit Ever Gleaming: The Enduring Love Affair with Aluminum Christmas Trees. A replica of a typical 1960s living room is included in the exhibit that explores the significance of the Wisconsin produced Evergleam Christmas tree. With advance registration, guests can choose to have their family portrait taken in the exhibit.
Offering more than 35 years of experience, Rhona Vogel is a registered investment advisor and certified public accountant. She is founder and CEO of an integrated financial services firm where she advises more than 30 high-net-worth families with assets exceeding $2.5 billion. Rhona Vogel is a graduate of Marquette University, and was the 2014 recipient of the university’s Alumna of the Year award. The Alumnus/Alumna of the Year award is the Marquette University Alumni Association’s most prestigious honor to graduates of the university. In 1945, the MUAA established the Alumnus/Alumna of the Year award to recognize the professional development and community leadership of the university’s graduates. The MUAA evaluates professional achievements, community service, record of service to the university, and reputation of its nominees before determining awardees. Nominations for alumni awards can come from a number of sources, including academic department heads, affiliate alumni associations, members of the alumni body, and college deans. Those who nominate alumni for awards must submit letters stating why their nominees are deserving of an award from the MUAA.
An accomplished financial professional, Rhona Vogel established Vogel Consulting 25 years ago and continues to oversee all wealth management operations as chief executive officer. Rhona Vogel is also an active member of numerous professional organizations, including the Wisconsin Institute of Certified Public Accountants (WICPA) and the Family Office Exchange Thought Leaders Council.The Family Office Exchange (FOX) Thought Leaders Council (TLC) brings together representatives from pioneering advisory firms operating in the private wealth management industry. TLC members are expected to attend the annual Thought Leader Summit meeting, during which time they discuss a selection of pressing industry issues and pursue the most innovative and effective wealth-management solutions available. Summit meetings, which emphasize professionally informed discussions and decision making, also include more generalized communications regarding the industry’s newest trends and developments.TLC leaders present the findings of each meeting, which are published for all members and potential clients to review, at the annual FOX Fall Forum. The 2018 Thought Leaders Council Summit took place on June 6 and 7 and focused on how financial risk is defined and how specific elements of risk can be mitigated for high net worth family clients. More information about TLC activities can be found online at www.familyoffice.com
Based in Brookfield, Wisconsin, Rhona Vogel is the founder and CEO of Vogel Consulting, which she established in 1993. In addition to her work in wealth management, Rhona Vogel sits on the boards of the Wisconsin Historical Foundation and the Marquette University College of Business Administration Leadership Council.Located in Madison, the Wisconsin Historical Foundation is dedicated to protecting Wisconsin history and enabling people to easily access and connect to the past. The organization focuses on a future in which members of the community use history to understand their own lives and the world at large. As a nonprofit, the foundation relies on support from members. Members not only help sustain the foundation, but also receive exclusive benefits. Among these benefits are free admission to 12 historic sites and museums, a subscription to the Wisconsin Magazine of History, a 10 percent discount on foundation events as well as store items, and invitations to members-only events throughout the state. There are currently three standard levels of membership, which are individual, history explorer, and history lover, and four supporting levels.
Based in Brookfield, Wisconsin, Rhona Vogel guides a financial advisory firm offering wealth management solutions that meet the needs of clients nationwide. Among Rhona Vogel’s areas of focus are tax and retirement strategies, and she has extensive knowledge of the impact of tax law revisions passed by Congress in late 2017. For small business owners, a major change involves a significant increase in the deduction given to corporate and pass-through entities. Pass-throughs are structured as LLCs, S-corporations, partnerships, or sole proprietorships and represent the vast majority of US businesses. The new tax law offers a 20 percent tax deduction for these enterprises. The only exceptions are accounting firms, legal firms, and other service-based businesses that exceed $157,500 in earnings annually (single filing) or $315,000 per year (joint filing).C-corporations also receive major tax benefits through the decrease in the corporate tax rate from 35 percent to 21 percent. In addition, the deduction for first-year bonus depreciation has increased from 50 percent to 100 percent. This means that businesses acquiring eligible property and equipment are able to deduct the entire amount of the purchase. This contrasts with the previous rules, through which a portion of the asset costs were written off each year.
For nearly 25 years, Rhona Vogel has served as the chief executive officer of Vogel Consulting, a Wisconsin-based wealth management firm she founded in 1993. Over the course of her career, Rhona Vogel has worked to improve her professional knowledge and skills through memberships in organizations such as the American Institute of Certified Public Accountants (AICPA). As part of its efforts to support accounting professionals at every stage of their careers, the AICPA hosts a variety of in-person events throughout the year. The organization is currently looking ahead to several upcoming conferences, including its Women’s Global Leadership Summit, which will take place November 14-16, 2018, in New York City. Designed for female financial professionals from all areas of business, the three-day event will feature interactive workshops focused on leadership, business development, strategic planning, and risk management. The conference will also include educational sessions related to business networking, communication, and negotiation. Online registration for the 2018 AICPA Women’s Global Leadership Summit is currently open. Those who register prior to September 30 can take advantage of discounted registration rates. Pricing details and additional information are available at www.aicpa.org.
