Our Team

<< Back to Our Team

Evan Stich, CPA, MST

Evan is the Managing Director for the Wisconsin market at Compound Wealth Advisory and Tax with over 15 years of experience in taxation. With a focus on minimizing tax liability while maximizing financial efficiency, Evan is committed to assisting clients through strategic tax planning initiatives.

Managing Director - Wisconsin

Education

MS, Taxation, University Wisconsin Milwaukee

BS, Accounting and Finance, University Wisconsin Milwaukee

Credentials

Certified Public Accountant

Outside the office

Outside of work, Evan enjoys spending time with his wife and three kids. He also makes an effort to golf whenever time allows.

Blogs

Blog

Trump Accounts: What to Know and How They Fit Into Your Tax and Financial Plan

Trump Accounts are newly introduced tax advantaged savings accounts designed for children. While preliminary guidance has been issued, many details are still being interpreted, leaving families, professionals, and business owners with important planning questions.

Considering Alternatives Beyond Traditional Portfolios

Executives and business owners often build wealth through equity compensation, closely held business interests, or family-owned stock. Over time, portfolios can grow significantly while remaining tied to a narrow set of drivers.

When Real Estate Scale Outgrows Legacy Planning

Real estate families are exceptionally good at acquiring assets. They understand deals, financing, and market dynamics. As portfolios grow across entities and family members, however, the challenge rarely sits with acquisition skill.

Reframing Retirement Income for Business Owners

For many business owners, retirement is not a single event. It is a gradual shift from active involvement to a more passive role, often while business ownership, real estate holdings, and retirement accounts remain firmly in place. This transition introduces layers of complexity that traditional retirement planning models rarely address.