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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…
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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
Social media_Heather no headline

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
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Getting Ready to Refinance

Lately, we’ve seen a growth in the number of restaurant companies either getting ready or already actively involved in the process refinancing their senior debt. There has been some hesitation due to interest rates…
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Brad Cashman Offers Tips for Prospective Sellers to Maximize Value in Franchise Times Webinar

Monroe Moxness Berg’s Brad Cashman will feature in “Squeeze That Last Dollar Out of Your Deal: Tips for Prospective Sellers to Maximize Value” – part of the Franchise Times 2024 Dealmakers Week webinar series….
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Monica webinar 4.15..24

Monica Pelkey Provides Insights on Retail Leasing for Hennepin County Bar Association CLE Presentation

Monroe Moxness Berg real estate attorney, Monica Pelkey, recently participated in a four-attorney New Lawyers CLE presentation for the Hennepin County Bar Association. Monica’s presentation focused on “Retail Leases: Basic Concepts and Important Issues.”…
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Look it up: A glossary of key estate planning terms

Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For…
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Seven Monroe Moxness Berg Attorneys Named as 2024 “Legal Eagles”

We are delighted to share that MMB attorneys John Berg, Brad Cashman, Rick Gibson, Scott Husaby, Dennis Monroe, Chris Mumm, and John Remakel, have once again been selected to the annual “Legal Eagles” list…
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When one trustee isn’t enough, consider appointing a trust protector

Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust, you must relinquish control of the assets placed in…
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RE group announcement 3.18.24

MMB Selected as Finalist for 2024 Commercial Real Estate Award

We are pleased to share that Monroe Moxness Berg has received recognition from the Minnesota Real Estate Journal. MMB has been selected as a finalist for the 2024 Minnesota REjournal Commercial Real Estate Awards…
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Restaurant Owners: Is an ESOP in Your Future?

Brian Bornino, director of GBQ Capital Advisors and an expert on succession issues and employee retention, and I have discussed that ESOPs are an expedient way to provide for succession and employee compensation. They…
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Four ways to make an incentive trust more effective

Estate planning isn’t just about sharing wealth with the younger generation. For many people, it’s equally important to share one’s values and to encourage their children or other heirs to lead responsible, productive and…
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MN Brewers Conf 3.22.24

Mary Cate Cicero and Matthew Duffy to Present at MN Brewers Conference

Monroe Moxness Berg’s Mary Cate Cicero and Matt Duffy will present at the upcoming 2024 Minnesota Brewers Conference. The in-person event will take place at The Royal Sonesta Minneapolis Downtown from 9 a.m. to 5 p.m. on March 22,…
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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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