Minnesota Pass-Through Entity (PTE) Tax

Minnesota Pass-Through Entity (PTE) Tax

The information below is from our friends at Copeland Buhl. This past summer, Minnesota enacted a new passthrough entity (PTE) tax for years beginning after December 31, 2020.  This entity-level tax is considered a workaround for the federal $10,000 state and...
The SECURE Act:  How it Impacts Your Estate Plan

The SECURE Act: How it Impacts Your Estate Plan

On December 20, 2019 the President enacted legislation that significantly changed the rules that govern passing retirement accounts on to beneficiaries. For how dramatically the new law alters the previous regime of rules and regulations, it is almost ironic that...