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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….
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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 Sponsors the 2025 Meaningful Capitalism Awards

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,…
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Effective Use of Intellectual Property in Your Restaurant Company

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…
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Ansis Viksnins and Matt Duffy, attorneys at Monroe Moxness Berg present at HR Essentials for Hospitality Minnesota webinar

Hospitality HR Insights: Ansis Viksnins and Matt Duffy to Present on Documenting, Disciplining & Terminating in Hospitality for Hospitality MN Webinar

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…
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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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