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….
Restaurateurs like Danny Meyer, Cameron Mitchell, Richard Melman, Phil Roberts and Scott Harris have one thing in common: They’ve all done a great job of creating concepts. Their concepts have been in multiple sectors,…
When most people think about estate planning, they focus primarily on tangible assets, such as real estate, investments and personal property. However, in some cases, intellectual property (IP) can make up a substantial portion…
Monroe Moxness Berg PA (MMB) attorneys Brad Cashman and Tim Ring will join Rick Ormsby, Managing Director at Unbridled Capital for an upcoming webinar to break down legal developments shaping franchise ownership and transactions…
Monroe Moxness Berg PA is pleased to announce that Trey V. Perez has joined the firm as an associate attorney. Trey will focus on providing legal solutions for clients in the areas of Business…
Most of us start the new year with some personal resolutions. Businesses, however, don’t need resolutions, but rather concrete plans and ideas. Here are six things I recommend you focus on in 2026 to…
Many people think of estate planning as a “one-and-done” task — something you complete and file away. But an estate plan should evolve as your life and finances and relevant laws change. An outdated…
Monroe Moxness Berg is proud to share that Jodi Tagessen has been selected to MNCREW’s 2026 Board of Directors. MNCREW was founded in 1995. Its mission is to advance all women in commercial real estate…
Irrevocable trusts provide various estate planning benefits, such as reducing estate taxes and helping to ensure assets are distributed as you wish. But estate planning isn’t a “set it and forget it” process. Families,…
Monroe Moxness Berg PA is pleased to announce that Cade C. Pederson has joined the firm as an associate attorney in the firm’s Estate Planning practice. Cade helps clients ensure their wishes are honored…
The restaurant industry, particularly companies that own multiple units of concepts, know the significant importance of having real time, unit-level financial information. There has been various software developed and other common approaches, in most…