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4 Steps to Achieve Consistent and Tax-Efficient Retirement Income Planning
February 4, 2025 by Katie Monger
Surprises are not a good thing when it comes to your finances. Unfortunately, a lack of retirement income planning can set you up for potential spikes in income that could result in higher-than-necessary taxes. Here are 4 steps to help ensure a smooth and tax-efficient flow of income in retirement....
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Understanding Minnesota's New Requirements for Filing Certificate of Rent Paid and Submission Process
January 7, 2025 by Jason Kindseth
As we enter 2025, rental property owners and managing agents in Minnesota, must be aware of the new requirements for filing Certificates of Rent Paid (CRP). The Minnesota Department of Revenue has introduced a significant change. This year, all CRPs must be submitted online using the state’s e-Services system. This...
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What Should Your Estate Planning Strategy Look Like in 2025?
January 6, 2025 by Pete Finch
Many of the provisions in the Tax Cuts and Jobs Act (TCJA), the first Trump Administration’s signature tax law, are scheduled to sunset at the end of 2025. Unless Congress acts, the federal gift and estate tax exemption will drop in half — from about $14 million per person...
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