Monroe Moxness Berg has acquired a national reputation for its innovative work in corporate finance, mergers and acquisitions, and concept growth, protection and development in multi-unit retail, restaurant and hospitality industries. We are also firmly rooted in Minnesota and deeply committed to our regional clients, bringing the expertise we gain in our national practice to support individuals, businesses and organizations in our state and in the Upper Midwest.
Monroe Moxness Berg PA professionals are industry leaders and serve in a number of capacities. Below, please find some of the latest news related to the firm in general as well as our participation in national conferences.
In October’s Foodservice News, Dennis Monroe reviews Nighthawks Diner, opened recently by the creator of the North Loop’s successful restaurant Haute Dish. Assessment of Nighthawks Diner’s overall business proposition leads Dennis to conclude that the eatery “will elevate the diner concept to a new level in Minneapolis.” He calls it “a definite winner” that “will […]
Monroe Moxness Berg is pleased to announce that Aaron Hartman has joined the firm as a shareholder. Aaron is a trial attorney who focuses first on practical solutions that advance the client’s business objectives. Aaron provides advice and litigation representation to a diverse array of industries, including financial services, medical device manufacturers and distributors, technology, […]
Monroe Moxness Berg welcomes new associate Mae Beeler. Mae has joined the firm’s Litigation practice group, where she will focus her practice on an array of civil and commercial litigation matters. Before joining the firm, Mae served as a law clerk to the Honorable Thomas J. Kalitowski and the Honorable Denise D. Reilly, both of […]
The information in the articles and other publications that follow is intended to be helpful in a general sense. To the best of our knowledge, the information was current at the time we published it, but because laws change and circumstances vary, you should not rely on the information as legal advice. Your review of the materials below does not establish an attorney-client relationship with Monroe Moxness Berg PA or any of its attorneys.
If selling or gifting an interest in family-owned businesses or entities is part of your long-term estate/tax plan, the window may be closing on the use valuation discounts as part of that strategy. Today, when gifting minority interests in family businesses or entities, using valuation discounts for lack of control and lack of marketability is […]
To benefit a charity while helping ensure your own financial future, consider a charitable remainder trust (CRT): For a given term, the CRT pays an amount to you annually (some of which generally is taxable). At the term’s end, the CRT’s remaining assets pass to one or more charities. When you fund the CRT, you […]
Do you want to make annual exclusion gifts to your young children or grandchildren but are worried about giving minors unfettered access to the funds? Then a Section 2503(c) minor’s trust might be the solution. For a transfer to qualify for the annual exclusion from gift tax ($14,000 per recipient for 2015), generally the transfer […]