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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

The ins and outs of relocating your trust to a tax-friendlier state

It’s not uncommon for people who live in states with high income taxes to relocate to states with more favorable tax climates. Did you know that you can use a similar strategy for certain…
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Knowing Your Cost for Real Estate

Conversations at the recent Restaurant Finance & Development Conference made it clear that the overall costs of restaurant operations have gone up dramatically, especially real estate expenses. Whether it’s a new location or your…
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Brad Cashman leads insightful panel discussion on brand growth strategies with restaurant industry experts at the 2024 Restaurant Finance & Development Conference

Last month, Monroe Moxness Berg’s Brad Cashman moderated the panel presentation for the closing general session at the 2024 Restaurant Finance & Development Conference (RFDC). The RFDC took place November 11-13 at the Fontainebleau…
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Chris Mumm moderates panel presentation on maximizing selling value; restaurant industry experts share strategies for smooth transactions

Last month, Monroe Moxness Berg’s Chris Mumm moderated a panel presentation that offered restaurant owners tips to maximize the selling value of their business and help ensure a smooth transaction. The presentation – a…
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Dennis Monroe Interviews Greg Flynn at the 2024 Restaurant Finance & Development Conference

One of the highlights of the 2024 Restaurant Finance & Development Conference (November 11-13, 2024) was the Monroe Moxness Berg Success Breakfast! MMB’s Dennis Monroe interviewed Greg Flynn – CEO of Flynn Group, the…
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Make Sure You’re Protected by Your Limited Liability Companies

I seldom say the current topic is so important that it affects almost everyone who owns or has an interest in restaurants. But since most restaurants are set up as an LLC, that’s our…
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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 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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