As the end of the year approaches, many people start to think about their finances and tax strategies. One effective way to reduce potential estate taxes and … [Read more...]
Maximize your year-end giving with gifts that offer tax benefits
November 11, 2024 by Stacey Seviola
Help protect your employees’ 401(k) plan savings from fraud
November 11, 2024 by Annette Benson
Recently, a 401(k) plan participant was defrauded of approximately $740,000 when he fell victim to an elaborate scheme perpetrated by overseas criminals. … [Read more...]
Donor-advised Fund: A powerful vehicle for charitable giving
November 11, 2024 by Jeff Rislov
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by a community foundation or commercial … [Read more...]
Beneficial Ownership Information (BOI) & Reporting
November 5, 2024 by Jennifer Lownsbury
March 2, 2025 Press Release: Treasury Department Announces Suspension of Enforcement of Corporate Transparency Act Against U.S. Citizens and Domestic Reporting … [Read more...]
Does your business need to report employee health coverage?
October 10, 2024 by Nicholle Peterson
Employee health coverage is a significant part of many companies’ benefits packages. However, the administrative responsibilities that accompany offering health … [Read more...]
What are the duties of an executor?
October 10, 2024 by Stacey Seviola
A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a “personal representative” in … [Read more...]
Make year-end tax planning moves before it’s too late!
October 9, 2024 by Thomas Stoeckman
With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax burden for both this year and next. One of the first … [Read more...]
Minnesota Paid Leave Deadline Approaching
September 15, 2024 by Lori Reich
Paid Leave is a new program launching for Minnesotans in 2026. It provides paid time off when a serious health condition prevents a worker from working, when … [Read more...]
6 tax-free income opportunities
September 10, 2024 by Mitch Hjelle
Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities to put money in your pocket without current … [Read more...]
Minnesota Tightens Regulations on Independent Contractor Classification
September 3, 2024 by Deb Ritter
In a significant development for businesses and workers alike, Minnesota is intensifying efforts to ensure proper classification of independent contractors. The … [Read more...]
