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….
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…
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…
Monroe Moxness Berg is pleased to announce that the firm has been recognized in the 2025 edition of Best Law Firms®.  The firm has been recognized nationally in one practice area and regionally in…
If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan. The agreement provides for the orderly disposition of each…
Monroe Moxness Berg is pleased to share that attorneys John Berg and Dennis Monroe have been selected by Who’s Who Legal (WWL)’s independent research, for inclusion in WWL: Franchising for 2024. WWL, which is…
When I meet with a new client, I always ask, “What’s your exit strategy?” Usually, they’re focused on growing, and then will make a decision as to an exit later. Early in the growth…
A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a “personal representative” in some states) is the person who…
Full disclosure: I’m not an employment lawyer. I’m a tax attorney and have worked with restaurants for 45 years. I’m also a restaurant owner and once took time off from practicing law to be…
A tax law change in 2019 essentially ended “stretch IRAs” by requiring most beneficiaries of inherited IRAs (other than a spouse) to withdraw all of the funds within 10 years. Since then, there’s been…
Let’s continue a discussion we’ve debated in the Monitor for years: owning versus leasing real estate. Key Reasons for Owning Real Estate: 1. Flexibility: The benefit of owning real estate, as we saw during…