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Monroe Moxness Berg Estate Planning Weekly

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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Monroe Moxness Berg Estate Planning Weekly

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
Monroe Moxness Berg Estate Planning Weekly

The One, Big, Beautiful Bill Act provides certainty for estate planning

Ever since the Tax Cuts and Jobs Act (TCJA) was signed into law in 2017, estate planners have had to take into account a looming date: January 1, 2026. While the TCJA effectively doubled…
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MMB Attorneys Selected to 2025 Minnesota Super Lawyers and Rising Stars List

Monroe Moxness Berg is pleased to announce that four of our attorneys have been selected to the 2025 Minnesota Super Lawyers list and one attorney has been selected to the 2025 Minnesota Rising Stars…
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How to Approach a Landlord to Renegotiate Your Lease

In a recent article in a Minneapolis newspaper, a reporter asked a long-time restaurateur who was closing his restaurant the reason he was doing so. The restaurateur responded it wasn’t from a lack of…
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Brad Cashman Quoted in Franchise Times Article on OpCo/PropCo Structure

Brad Cashman Quoted in Franchise Times Article on OpCo/PropCo Structure

Monroe Moxness Berg attorney Brad Cashman was recently featured in a Franchise Times article by Liz Wolf titled, “Multi-unit Franchisees Unlock Value With OpCo/PropCo Structure.” The article, which was published in the May 2025…
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Monroe Moxness Berg Estate Planning Weekly

From the simple to the complex: 6 strategies to protect your wealth from lawsuits and creditors

Asset protection is a strategic approach to safeguarding your wealth from potential lawsuits and creditor claims. Indeed, protecting your assets is critical in today’s litigious environment. Without proper planning, a single lawsuit or debt…
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What to Do with a Concept That’s Not Working

One thing I’ve seen over many years in the restaurant industry are concepts that never quite live up to their potential. Maybe it didn’t work from the beginning or stopped working over time. It…
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Jodi Tagessen real estate attorney at Monroe Moxness Berg

Monroe Moxness Berg Welcomes Commercial Real Estate Attorney Jodi Tagessen to the Firm

We are pleased to announce that Jodi L. Tagessen has joined Monroe Moxness Berg. Jodi brings more than 20 years of experience in the commercial real estate sector to the firm. She focuses her…
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Watch 2025 Dealmakers Week webinar: Brad Cashman leads discussion on deal activity and trends in the franchise industry 

Monroe Moxness Berg was a proud sponsor of the 2025 Franchise Times Dealmakers Week which took place April 21-24. MMB’s Brad Cashman moderated a lively and informative panel discussion on “Franchise Deal Activity, Valuations…
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Monroe Moxness Berg Attorneys to Present at Minnesota REJournal’s 2025 Retail & Restaurant Summit

Four Monroe Moxness Berg attorneys will present at the upcoming Minnesota Real Estate Journal’s Retail & Restaurant Summit. MMB is also a proud sponsor of the in-person event which will take place at Golden…
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Monroe Moxness Berg Estate Planning Weekly

Members of the “sandwich generation” face unique estate planning circumstances

Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and emotional pressures. One critical yet often overlooked task amid…
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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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