Personal Financial Planning

Articles

Filling the gap: Providing broader services to our senior clients [MNCPA]
A simple change to provide additional services to these individuals would be a sweet spot for CPAs because most other professionals (legal and investment firms) are not able to do so.

The new gig(s) in town [MNCPA]
CPAs specializing in personal income tax preparation are seeing more and more small (and not so small) Schedule C’s as the “gig economy” strengthens.

The Super Bowl and short-term rentals: Should I stay or should I go?
With so many big events coming to the Twin Cities area, how can you (legally) take advantage of rental opportunities?

MNCPA Perspectives blog posts

529 funds can be used for K-12 tuition, but Minnesotans should approach with caution
Back-to-school shopping season is upon us, which means kids will be returning to school before we know it. For some, this can be a financially stressful time...

Property tax refunds are available to (and forgotten by) Minnesotans
Most everyone can agree on this: Taxes are confusing. They’re multifaceted, multilayered and can recur at different times of the year...

Who doesn't want a big refund? You may be surprised
It's common for workers to set their withholding when they start a job and never revisit it. For many, this may have...

Understand your W-2 this tax season: The Tax Cuts and Jobs Act has changed this longtime form
With the Tax Cuts and Jobs Act of 2017 (TCJA), the current filing year is a challenge for taxpayers and certified public accountants...

Year-end tax planning -- more important than ever before
The weather is turning colder in Minnesota, which means 2018 is coming to an end. But, before you break out the eggnog and look up the lyrics to...

Be prepared
Be prepared. It’s the beginning of a statement that can be completed with infinite endings and apply to anything in life. It’s no coincidence these...

Tips for retirement planning at any age
Planning for retirement can be intimidating and confusing, especially to those just starting. Working with a certified public accountant (CPA) and...

Wrestling with college funding
Doing what’s best for our children -- can we all agree this is a high priority for most parents? Of course, “what’s best” is up for debate, and...

MNCPA membership is half off

Saving 50% just makes cents, right? But the savings don’t stop there. Keep an extra $20-100 in your pocket on most seminars, conferences and webinars when you join the MNCPA. That’s in addition to members-only access to online resources, career tools and networking opportunities. 

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