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NEWS AND RESOURCES

Lines may blur when it comes to estate and family business succession planning

Owners of closely held businesses typically have a significant portion of their wealth tied up in their enterprises. If you own a closely held business with your relatives involved, and don’t take the proper…
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When the IRS Goes Viral: What You Should Know about Revenue Ruling 2023-2

It is not every day that my social media feed is filled with memes, click bait, and TikTok videos about IRS rulings, but Revenue Ruling 2023-2 caused enough shock and panic to go viral….
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Lines may blur when it comes to estate and family business succession planning

Owners of closely held businesses typically have a significant portion of their wealth tied up in their enterprises. If you own a closely held business with your relatives involved, and don’t take the proper…
READ MORE

When the IRS Goes Viral: What You Should Know about Revenue Ruling 2023-2

It is not every day that my social media feed is filled with memes, click bait, and TikTok videos about IRS rulings, but Revenue Ruling 2023-2 caused enough shock and panic to go viral….
READ MORE

Ensure you’re properly documenting your charitable donations

If you’re charitably inclined and itemize deductions, you may be entitled to deduct charitable donations. The key word is “may” because there are requirements you must meet. One such requirement is the need to…
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Vickie Loher-Johnson and Marcus Urlaub to Speak at Minnesota REJournal’s 2024 Investment Summit

Monroe Moxness Berg attorneys Vickie-Loher Johnson and Marcus Urlaub will participate at the upcoming Minnesota Real Estate Journal’s Investment Summit. MMB is also a proud sponsor of the in-person event which will take place…
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Brad Cashman to moderate closing session at 2024 Restaurant Finance & Development Conference

Monroe Moxness Berg’s Brad Cashman will moderate the closing general session at the 2024 Restaurant Finance & Development Conference that will take place November 11-13 at the Fontainebleau Las Vegas. The annual event focuses…
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Chris Mumm to moderate panel at 2024 Restaurant Finance & Development Conference

Monroe Moxness Berg’s Chris Mumm will moderate a breakout session at the upcoming 2024 Restaurant Finance & Development Conference that will take place November 11-13 at the Fontainebleau Las Vegas. The annual event focuses…
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Monroe Moxness Berg Included in 2025 Best Law Firms® Rankings

Monroe Moxness Berg is pleased to announce that the firm has been recognized in the 2025 edition of Best Law Firms®.  The firm has been recognized nationally in one practice area and regionally in…
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Business owner? A buy-sell agreement should be part of your estate plan

If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan. The agreement provides for the orderly disposition of each…
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John Berg and Dennis Monroe selected for inclusion in this year’s WWL: Franchising by Who’s Who Legal

Monroe Moxness Berg is pleased to share that attorneys John Berg and Dennis Monroe have been selected by Who’s Who Legal (WWL)’s independent research, for inclusion in WWL: Franchising for 2024. WWL, which is…
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Getting Ready to Exit At a Good Time

When I meet with a new client, I always ask, “What’s your exit strategy?” Usually, they’re focused on growing, and then will make a decision as to an exit later. Early in the growth…
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What are the duties of an executor?

A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a “personal representative” in some states) is the person who…
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What Restaurant Owners Need to Know About Employment Law

Full disclosure: I’m not an employment lawyer. I’m a tax attorney and have worked with restaurants for 45 years. I’m also a restaurant owner and once took time off from practicing law to be…
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Monroe Moxness Berg has provided legal and financial expertise in business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, estate planning, taxation, wealth preservation, real estate, land use, employment, and commercial litigation for more than 35 years.

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