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Financial Planning-Personal


Estate tax planning for uncertain times [MNCPA]
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.

Hanging your shingle [MNCPA]
Have you ever thought of running your own shop? Do you have an entrepreneurial spirit? Does the thought of risk not scare you? Then making this move can be awesome.

An overview of Medicare and its application to choice-of-entity planning considerations [MNCPA]
With new businesses forming in record numbers, the choice of entity decision-making process should consider Medicare in addition to all other factors.

Malpractice risks increase during difficult economic times
In light of the current economic challenges, CPAs will need to be prepared and vigilant to minimize the potential for additional liability exposures.

My client asked me about an ESOP; what do I need to know?
Employee stock ownership plans may be the right business succession tool for your clients who are nearing retirement. Hillary Hughes shares important facts about ESOPs.

ESOPs: It’s not always about the money
There are also many ways in which an ESOP can meet the nonfinancial goals of a business owner.

American Rescue Plan and employee-related issues
On March 12, 2021, the American Rescue Plan Act (ARPA) of 2021 was signed into law creating a $1.9 trillion stimulus package to address continuing needs related to the COVID-19 pandemic.

The SECURE Act: How retirement planning has changed for every taxpayer [MNCPA]
While the recent appropriations law covers a wide array of changes, the SECURE Act focuses on retirement accounts, specifically for seniors.

Highlights of the CARES Act
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act, H.R. 748 (the Act)) was enacted into law on March 27, 2020. It contains many tax provisions that impacts your practice and life immediately as our nation and world combats the COVID-19 pandemic.

SAVE BIG!Join the MNCPA and get 3 free months of membership

For a limited time, become a member of Minnesota’s premier association for accounting professionals and receive 15 months of membership for the price of 12. As a member, you’ll enjoy exclusive access to substantial savings and benefits, including VIP conference rates and access to more than 20 free CPE credits annually.

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