August 10, 2021 by Staff
CRM Software Without happy customers, a business fails. Unfortunately, it can be difficult to manage all of the customers and clients that your business interacts with on a daily basis. Instead of letting customer satisfaction go to the wayside, you should invest in customer relationship management (CRM) software. CRM solutions...
Read More
August 2, 2021 by Staff
The final part of our blog post series focuses on four common planning techniques under current law. Each strategy is summarized along with a description of how proposed legislation would limit its effectiveness: Intentionally Defective Grantor Trusts (IDGTs) An IDGT is a great way to remove appreciation from a...
Read More
July 12, 2021 by Staff
Part Two of our blog post series focuses on Senator Bernie Sanders’ proposal to change the estate and gift tax laws. While President Biden’s proposal did not change the existing estate and gift tax laws, Bernie Sanders’ “For the 99.5% Act” proposes significant changes to the current estate and gift...
Read More
June 29, 2021 by Staff
Now that the democrats have control of all three branches, there have been a few estate planning proposals that could significantly alter the estate planning landscape. Over a series of three blogs, I will discuss: President Biden’s proposal to treat gifts/death as a realization event Senator Bernie Sanders’ proposal to...
Read More
The IRS has postponed the April 15, 2021 deadline for individual taxpayers to May 17, 2021. This covers both the tax return itself (Form 1040) and the payment of any 2020 balances due. Minnesota has also pushed back the due date until May 17 for individual taxpayers. In addition, the...
Read More