NEWS AND RESOURCES

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…
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….
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…
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….
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…
Monoroe Moxness Berg is a proud sponsor of the 2025 Meaningful Capitalism Awards. The annual event recognizes businesses that are committed to creating value not only for their shareholders but also for their employees,…
Last month I suggested you should keep all your intellectual property (IP) in a separate entity. The primary reason is asset protection, but it also gives you flexibility as to taxable income as well…
Monroe Moxness Berg’s Ansis Viksnins  and Matt Duffy will present on HR essentials for an upcoming “Operating Now” webinar from Hospitality Minnesota. “Operating Now” webinars are educational sessions offered by Hospitality Minnesota. The goal of the…
Monroe Moxness Berg’s Natalie Roberts will be moderating and Marcus Urlaub will serve as a panelist at the Twin Cities Estate Planning Council’s upcoming event “Trustees in Action: Challenges, Compliance, and Fiduciary Excellence.” The in-person…
Monroe Moxness Berg is pleased to announce that Natalie A. Roberts has joined the firm. Natalie has deep experience advising clients in both Florida and Minnesota in the areas of estates and trusts, tax,…
Monroe Moxness Berg’s Brad Cashman will moderate the session titled “Franchise Deal Activity, Valuations and Trends for 2025”  as part of the Franchise Times 2025 Dealmakers Week webinar series. Brad will be joined by panelists, Rick Ormsby, Unbridled…
We are happy to share that MMB attorneys John Berg, Brad Cashman, Rick Gibson, Scott Husaby, Vickie Loher-Johnson, Dennis Monroe, Chris Mumm, John Remakel, and Patricia Weller have been selected to the annual “Legal Eagles” list compiled by Franchise Times. The list…
Monroe Moxness Berg’s Patricia Weller will be a panelist at a session at the upcoming Minnesota Real Estate Journal’s Minnesota Women in Real Estate Summit. The in-person event will take place at Golden Valley Country Club,…
With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains tax on inherited assets may cause an unwelcome tax…