By Natalie Roberts On the horizon is a potentially cataclysmic shift in the rules for custody of investments managed by investment advisers. On February 15,
The Infrastructure Investment and Jobs Act[1] (Infrastructure Act) amended provisions in the Internal Revenue Code (the Code) to improve tax administration and tax compliance with
If you sign up for a program offered by Google, Apple, or other tech companies for management of your accounts in the event of death
Do you own an LLC or a corporation that was created by filing with the Secretary of State, Division of Corporations? Do you plan to
You may have put your estate plan in place as long ago as the 1980s or 1990s. Most people seem to believe that once the
Your new business needs a capital infusion to get off the ground. The only problem is that a new business is not established enough to have
The limited liability company (LLC) is a popular business structure that offers liability protection and avoidance of double taxation. Trusts are popular asset transfer vehicles
This is Part Two of a two-part blog. Part One was designed to educate readers about crypto-assets and the lexicon of associated terms. Part Two
Everyone is talking about “crypto” these days. We hear terms being tossed around such as “digital assets,” “tokens,” “wallets,” “keys,” and “blockchain.” Many of us
This blog has information for both Minnesota and Florida residents. We will start with Minnesota. Florida information follows below. MINNESOTA- PTE Tax In 2021, the
