Estate Planning
Articles
Holding S Corporation stock in a trust
Footnote
January 31, 2023
There are strict rules for holding S Corporation stock in a trust to avoid violating the eligible shareholder rules.
Estate tax planning for uncertain times
Footnote
November 29, 2022
One matter is clear during these uncertain times: It’s the golden age of gifting. Advise clients to take advantage of these estate tax planning strategies before it’s too late.
Step-by-step guide to setting up an ESOP
October 26, 2022
There are many things to consider before you set up an ESOP. Here are seven steps to take to help you determine whether an ESOP is right for you.
179D and 45L technical update
October 10, 2022
The Inflation Reduction Act offers tax savings opportunities for real estate clients.
The pros and cons of ESOPs: Weighing your options
July 21, 2022
When it comes to choosing a business transition strategy, owners have a lot to think about. For those considering an employee stock ownership plan, it is important to begin with a basic understanding of the pros and cons of an ESOP.
Tax treatment of ESOPs: Your guide to Internal Revenue Code Section 1042
May 19, 2022
For shareholders who meet certain conditions and requirements, Section 1042 of the Internal Revenue Code provides an opportunity to defer capital gains taxes on a business sale.
MNCEO offers 'lunch and learn' events to highlight employee ownership options
March 31, 2022
There are 52,000 business owners in Minnesota who will be transitioning out of their businesses in the next few years. Help your clients develop a transition plan.
Your client is interested in an ESOP: Why do they need a feasibility study?
February 3, 2022
An ESOP can be a great way for a business owner to transition their business and give back to their employees, but it’s not ideal for everyone. Before you move forward, it’s wise to crunch some numbers to make sure it is a viable option.
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