Navigating the One Big Beautiful Bill Act: Key Wealth Planning Opportunities for 2025 and Beyond
The recently enacted One Big Beautiful Bill Act (OBBBA) brings significant changes to estate...
Estate, Gift, and Trust
Your End-of-Year Charitable Gifting Guide
Ashley Rehn, CPA: December 14, 2023
With the end of another tax year and the holiday season upon us, December often brings more gifting...
Maximizing Your Year-End Gifting Strategy
Jon Fortin, J.D.: November 9, 2023
As the year swiftly comes to a close, many individuals are considering year-end tax plans,...
Update to Required Minimum Distributions for Inherited Qualified Benefit Plans
Jon Fortin, J.D.: November 8, 2022
November 8, 2022 - The Department of the Treasury (Treasury Department) and the Internal Revenue...
Why You Need to File a Gift Return, Even for Non-Taxable Gifts
Jon Fortin, J.D.: February 9, 2021
February 9, 2021 - Gifting is a rewarding and smart way to pass assets to your family, friends, or...
The Schedule M2RT Questionnaire on MN Trusts: What You Need to Know
Jon Fortin, J.D.: November 19, 2020
November 19, 2020 - If you're looking to transfer wealth, protect your assets, and manage taxes,...
Picking the Right Gifting Strategy to Minimize Gift Taxes
Jon Fortin, J.D.: October 28, 2020
October 27, 2020 - Gifting strategies can provide for those you care about and organizations close...
How Has Tax Reform Affected Estate Taxes?
Gloria McDonnell, CPA: March 13, 2018
March 13, 2018 — While the recent tax overhaul bill was extensive, and at times difficult to parse...
Estate Planning Impacted By Proposed Regulations
Emmett Mulcahy, CPA, CVA: September 6, 2016
September 6, 2016 — If you are in the midst of estate planning and are considering a transfer via...