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- Nondeductible IRA contributions require careful tracking
- IRS confirms large gifts now won’t hurt post-2025 estates
- The Reality of Food on Demand Delivery Costs
- Don’t worry! A broken trust can be fixed
- Leave a philanthropic legacy with a charitable remainder trust
- Common Estate Planning Myths
- Estate Planning Awareness Week: The Importance of Having an Estate Plan
- Sec. 6166: Estate tax relief for family businesses
- Booming Food on Demand Market Attracts Consumers and Investors
- The Crummey trust: Still relevant after all these years
- When it comes to asset protection, a hybrid DAPT offers the best of both worlds
- Control how your charitable gifts are used by adding restrictions
- Take intrafamily lending to the next level by establishing a family bank
- New Minnesota Wage Theft Law Imposes New Employer Requirements and Allows both Civil and Criminal Penalties for Violations
- Expanded 529 plans offer unique estate planning benefits
- A poorly worded apportionment clause can upend an estate plan
- What’s the difference between the two types of power of attorney?
- A buy-sell agreement can provide the liquidity to cover estate taxes
- Thinking about a Roth IRA conversion? Now may be the ideal time
- Assets with sentimental value require extra planning
- Four negative outcomes of jointly owning property with a family member
- A divorce necessitates an estate plan review
- Charitable lead trusts offer philanthropic and family benefits
- Leave your mark with a dynasty trust
- Beware if your estate plan leaves specific assets to specific heirs
- Estate planning for single parents requires special considerations
- College financing may be an integral part of your estate plan
- Add spendthrift language to a trust to safeguard assets
- If art donations are part of your estate plan, consider these four tips
- Properly funding your revocable trust is the key to unlocking its benefits
- No, it’s not unusual to include your pet in your estate plan
- Have you properly substantiated your 2018 charitable gifts?
- What you need to know about filing gift and estate tax returns
- Building an on-off switch into your estate plan
- Have you had your annual estate plan checkup?
- Estate planning lite: College-aged children need a basic estate plan
- Automatic extension available for making portability election
- A prenup or a DAPT: Which is the better choice?
- How incomplete nongrantor trusts can help avoid state income taxes
- Consider an intrafamily loan to cover estate taxes
- Review and revise your estate plan to reflect life changes during the past year
- Four Keys to Starting a Brewery Business Plan
- Take caution when including employees in your estate plan
- Tenancy-in-common: A versatile estate planning tool
- Turn down an inheritance using a qualified disclaimer
- Educate your children on wealth management
- Retiring abroad? Review your estate plan before making the move
- Two ways to transfer a family business
- Is a significant portion of your wealth concentrated in a single stock?
- Four reasons you should continue making lifetime gifts
- Addressing long-term care costs with a tax-qualified LTC insurance policy
- Have you made your burial wishes clear?
- Basis consistency rules may come into play if you’re administering an estate
or inheriting property - The BDIT: A trust with a twist
- The pros and cons of a SCIN
- A SLAT offers estate planning benefits and acts as a financial backup plan
- Fortify your estate plan against undue influence claims
- Use the proper tools to fix a broken trust
- Naming a minor as beneficiary of a life insurance policy or retirement plan can lead to unintended outcomes
- If charitable giving is part of your estate plan, consider a donor-advised fund
- Recent U.S. Supreme Court Decision Concerning Arbitration
- Your original will: Does your family know where to locate it?
- Provide for your spouse, then your kids, with a QTIP trust
- Four estate planning techniques for blended families
- What estate planning strategies are available for non-U.S. citizens?
- Settlement Reached in Class Action Lawsuit Regarding Tip Pooling
- A total return unitrust can help maintain family harmony
- Apply for a waiver if you’ve missed the 60-day IRA rollover deadline
- Don’t overlook securities laws when planning your estate
- The Law of Unintended Consequences: Bar and Retail Store Owners Continue to Grapple with the Effects of Equality Legislation
- Power of attorney abuse: What you can do about it
- Five estate planning tips for the sandwich generation
- A joint home purchase can ease estate tax liability
- Only certain trusts can own S corporation stock
- If you made gifts last year, you may (or may not) need to file a gift tax return
- Life insurance can be a powerful estate planning tool for nontaxable estates
- Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning
- Tax Cuts and Jobs Act: Key provisions affecting estate planning
- Properly planning for incapacity requires specific estate planning strategies
- Appointing the right trustee for your living trust provides peace of mind
- Who should be the guardian of your minor children?
- Tax reform and estate planning: What’s on the table
- The write stuff: a letter of instructions
- Update your estate plan to reflect your second marriage
- A charitable remainder trust can provide a multitude of benefits
- A dynasty trust keeps on giving long into the future
- Southeast Metro Is Now the Main Source of Twin Cities’ Aggregate, Star Tribune Reports
- Who should own your life insurance policy?
- Planning a Family Cabin Succession: What You Need to Know
- A Crummey trust can preserve the annual gift tax exclusion
- Tax law uncertainty requires an estate plan that can roll with the changes
- Charitable giving pièce de résistance: Artwork donations
- Tax basis planning worth a look if estate taxes aren’t a threat
- Have you properly funded your revocable trust?
- Powers of attorney: Springing vs. nonspringing
- New law changes affecting Minnesota LLCs
- Beware the GST tax when transferring assets to grandchildren
- Use a noncharitable purpose trust to achieve a variety of goals
- Leaving specific assets to specific heirs can be an estate planning no-no
- What makes for a sound buy-sell agreement and why you need one
- Is now the time for a charitable lead trust?
- Videotaping your will-signing may not produce the desired outcome
- Are your retirement savings secure from creditors?
- Prepaid funeral plans may not provide peace of mind
- A family bank professionalizes intrafamily lending
- Worried about challenges to your estate plan? Make it no contest
- Asset valuations and your estate plan go hand in hand
- Life insurance and an estate plan may not always mix well
- Acquaint yourself with the Roth IRA as an estate planning tool
- Divorce necessitates an estate plan review
- Keep family matters out of the public eye by avoiding probate
- Make health care decisions while you’re healthy
- Are you leaving your IRA to someone other than your spouse?
- 2016 Charitable Deductions: Substantiate Them or Lose Them
- Limiting Your Exposure to Drive-By Lawsuits
- Five questions single parents should ask about their estate plans
- Two postmortem estate planning strategies for married couples
- Should you set up trusts in a more “trust-friendly” state?
- Explore all of your options when appointing the executor of your estate
- Going back to basics with asset protection strategies
- Get smart when tackling estate planning for intellectual property
- 2016 charitable donations offer both estate planning and income tax benefits
- Family matters: Stepchildren and your estate plan
- Relocating into or out of a community property state requires extra estate planning
- Family mission statements promote a harmonious estate plan
- Have you addressed elderly parents in your estate plan?
- Private foundations aren’t only for the rich and famous
- Grantor and Crummey trusts can be good options to fund a grandchild’s education
- Prenups and estate plans: Make sure they work together
- Have you provided for the removal of a trustee in your estate plan?
- Estate planning benefits of FLPs may be in danger
- Getting started on your estate plan: Inventory and value assets; estimate tax liability
- Vacation home should keep families together, not tear them apart
- Could a tax-free exchange help cover LTC insurance costs?
- Giving real estate to charity is rewarding, but beware of tax traps
- Take care of a loved one who has special needs with an SNT
- Tread carefully if you and your spouse have similar trusts
- Review your powers of attorney at least every 5 years
- Direct payments of tuition and medical expenses can reduce future estate tax exposure
- The tax and estate planning pitfalls of retiring overseas
- Follow all rules when transferring assets to an irrevocable trust
- Three benefits of donor-advised fund giving
- Are your children prepared to handle your wealth?
- Couples with a noncitizen spouse play by different estate planning rules
- Sweat the small stuff: Don’t forget to address personal items in your estate plan
- Making an intrafamily loan “bona fide” to avoid gift tax
- Life insurance remains a powerful estate planning tool for nontaxable estates
- Giving back: How to help your parents fund LTC and associated medical costs
- Properly fund your living trust to shield assets from probate
- Is a charitable IRA rollover right for you?
- 529 plans: Saving for college is also good for your estate plan
- QTIP trusts may be the estate planning solution for second marriages
- The tax dangers of providing for employees in your estate plan
- Five tools for addressing incapacity in your estate plan
- Ensure your high-cash-value life insurance policy fully benefits your loved ones
- Achieve greater charitable giving flexibility with a nonqualified CRT
- A critical decision: Naming the guardian of your minor children
- Greater estate planning options available to same-sex married couples
- Do you need to file a gift tax return?
- Think twice before naming a minor as a beneficiary
- A helping hand: Addressing your parents in your estate plan
- Do you have a buy-sell agreement for your business?
- Follow IRS rules to avoid losing some of your 2015 charitable donation deductions
- Direct tuition payments: An attractive option for funding your grandchild’s college education
- The new year is a perfect time for an estate planning checkup
- Second-to-die life insurance is a vehicle to pay estate taxes
- Protecting your retirement savings from creditors
- Unmarried couples must take extra steps to reduce estate tax liability
- Seek an appraisal before donating artwork
- Have you factored GST tax into your gifting strategy?
- Three Reasons an Estate Valuation Can Be Beneficial
- Owning Life Insurance Can Make Estate Planning Complicated
- The Window May Be Closing on Valuation Discounts
- Holding Joint Title to Property with Loved Ones Has Pitfalls
- Charity Remainder of Trust: Should a CRT be part of your estate plan?
- Make Tax-Free Gifts with a Minor’s Trust
- Revisiting your estate plan after a divorce is a must
- Now’s the time to consider short-term GRATs
- Accounting for Digital Assets in Your Estate Plan
- How an ILIT Can Eliminate Estate Tax Liability on Your Life Insurance
- Don’t Forget to Plan for Long-Term Care Expenses
- Use Caution When Transferring Home Ownership to Your Children
- Will Your Loved Ones Be Able to Locate Your Documents?
- Securities Laws FAQ for Craft Breweries and Taprooms
- Gift Now or Pay Later?
- My Updated View of Restaurant Real Estate
- Why restaurants are adding retail and vice versa
- A New Type of Marriage: Restaurants and Retail
- ESOPs and Restaurant Businesses
- ESOP Fable: How Hell’s Kitchen implemented an employee buyout where both sides are happy
- Protect Your Businesses
- Eight ways for restaurants to bring the labor challenge into focus for management and staff
- Choosing the Right Second, Third or Even Fourth Concept
- Grand Catch brings the Coastal Maine seafood experience to St. Paul’s Grand Avenue
- Mancini’s is still your parents’ restaurant, but they’ll likely treat you to a steak there
- When Is the Right Time to Sell Your Franchise Company?
- When to Sell Your Concept
- What To Know When Acquiring Multi-Unit Real Estate Sites
- Revolutionary: New food hall at Rosedale Mall may be the future model for shopping and eating
- Reinventing your Restaurant Concept
- When or if to franchise: It’s tempting to have someone else finance your expansion, but here’s some food for thought
- Service Charges: Some ideas on surviving in an era of higher wages and other spiraling costs of doing business
- Ideas for Financing an Emerging Franchise Concept
- When Your Ownership Structure Doesn’t Meet Your Growth Needs
- Business as Unusual: How the combo of Boemer and Rancone go to market with winning, but different, concepts
- Intellectual Property: Opening up new sources of capital for restaurant companies looking to grow
- Big Deal: Here’s what some of our local restaurateurs have to say
about growing a concept smartly - What We Have Learned About The New Tax Law That We Can Use In A Creative Structure
- Lat14: Suburban restaurant adds the right amount of spice to a Golden Valley neighborhood
- The Bungalow Club: Neighborhood Restaurant has the right touch of craftsmanship and craveable food
- Why So Much? Three Experts Weigh in on High QSR Multiples
- Centro at Popol Vuh: Fast-casual eatery is bustling with fine-dining sister on its way
- What Do the Lists Tell Us About the Restaurant Industry
- Profit Centers Rule: How local restaurants are making money off their name and branded products
- Expanding Your Brand
- Fixing Key Financial Issues in the Restaurant Industry
- Juggling 101: How to get a bank to say ‘yes’ to a loan, despite the fact you’re a restaurant
- Casual Dining – The Financial Fix
- Hai Hai: Hola Arepa’s sibling is off to a busy start with long wait times and a tropical vibe
- Sweet Chow: Fast-casual restaurant in North Loop has right feel, food and, most importantly, profit centers
- Real Estate and the New Tax Law: Great Opportunities Abound
- Fig + Farro: Can a fifth eatery make it in the Figlio space? This plant-forward comfort food concept says yes
- Tax Reform and Tax Planning for Restaurant Operators
- Jeff Shea and Pat Weller Discuss New Tax Bill’s Impact on Real Estate Industry
- Martina: Taking over someone else’s place can be challenging until you make it your space
- The Right Way To Do Refranchising
- Intellectual Property: Opening Up New Sources of Capital
- Nolo’s Kitchen: Experienced restaurateurs bring three dayparts and a fun basement bar to the North Loop
- Making Money With Your Employees
- Rebirthing Icons: Two experienced restaurateurs tackle the age-old questions: Why you? Why now? Why there?
- Saving Money on Employment Matters
- Tenant Has Talent: Chef-owners are in it for the lifestyle and dream of restaurant ownership, not the money
- New Approach to Old Techniques for Funding
- Bar Brigade: Two veteran restaurateurs join forces to give St. Kate’s neighbors a special spot to sup
- New Fun in the Equity Market
- Why Do Restaurants Close? A Financial Perspective on Why the Demise of Fine Dining Is Closing in on Us
- Let’s Invest in Restaurants
- My Take on the Top 200 Franchisees
- Pajarito Sings: Upscale Mexican restaurant has 2 talented chefs, classy good looks and best of all, ROI potential
- Dealing With Problematic Sale/Leaseback Transactions
- Restoring Glory: It’ll need high volumes, but The Lexington’s three revenue sources put it in a position to succeed
- What Makes a Successful Chef-Driven Restaurant?
- The Trifecta: There’s a lot to love about the renovation and expansion of the Alma hospitality brand
- Ideas for Post-Election Tax Planning
- Italian Animal: Red Rabbit has less protein but just as much potential as its sister restaurant, Red Cow
- A New Dynamic for Restaurant Profitability
- Urban Chic: In Downtown East Minneapolis, McKinney Roe has made a sizeable investment in the future
- Why Is There a Disconnect in Selling Prices?
- Viking Value: Call it Nordic or Barbarian barbecue, Erik the Red is a smorgasbord of meats and sides
- Hotel Dining’s Future: Urbana’s three-in-one concept allows guests to decide how and where they want to dine
- What is the Future of Restaurant Companies?
- Finding Revenue Under the Rocks
- Profit Center Prowess: Mucci’s Italian in St. Paul has a true modern-day restaurant business plan for sustainability
- Funding Finder: Money doesn’t fall from the sky, so how does restaurant financing get done?
- Traditional Food Courts to be Traditional No More
- Old World Gem: The Commodore’s dining room caters to the country club set, while the swingers hang in the bar
- Making the Grade with Non-Traditional Restaurant Sites: Airports, Colleges and Pop-ups/Kiosks
- Legal and Financial Thoughts for The Top 200
- Two Years in Craft Brewing Business: Interview with Blake Verdon of LTD Brewing Co.
- Third Year’s a Charm: Nontraditional Kyatchi Mixes Japanese Cuisine and Hot Dogs in Near-Perfect Harmony
- Early Stage Restaurant Investing
- Nostalgic Niche: Hi-Lo Diner’s unique building brings interstate highway dining to Minneapolis
- A Fair Approach to Franchising
- Neighborhood Gift: Steven Brown’s St. Genevieve is the true French bistro the Twin Cities deserve
- One Company or Twenty Companies?
- All the Pieces Fit: New St. Paul restaurant Heirloom is neighborhood fine dining done right
- A Wider Use of Private Individual Funding
- Monello Ups Hotel Dining: With multiple profit centers, Jester Concepts is reviving the hotel restaurant
- Restaurant Finance Highlights for the Year
- 2015 Tax Savings Ideas for Restaurant Owners
- Evolving Industry: What the closure of white tablecloth restaurants in the Twin Cities really means
- A Fresh View of Equipment Leasing Today
- How Mezzanine Lenders/Investors Approach the Restaurant Industry
- Dennis Monroe Praises Nighthawks Diner in His Review Column
- Why Are More Banks Getting Into Restaurant and Franchise Lending?
- By the Numbers: A Tale of Two Restaurants
- Why Sophisticated Investors Invest in the Restaurant Space
- Brew Pub v. Taproom: Which Business Model Is Right for You?
- Sunday Growler Ordinance-Drafting for Brewers
- Tax Tips on Tap
- Tax Ideas for Real Estate and Business Sales
- Two Key Franchise Issues: Development Rights and Capital Expenditures
- Revisiting the Convenience of Community Banks
- Insurance Crafted for Brewing: Specialized Types of Coverage for Brewery Operations
- Three Key Steps in Raising Capital to Fund Breweries
- Be Careful What You Broadcast!
- A New Look at Labor Savings
- Are We in a Real Estate Bubble?
- Tax Tips – It’s Not Too Late to Do Something for Your 2014 Return
- Getting Noticed
- From Guest Contributor Robin Shellman:
Better Beer Society Offers Beer Education, Draft Maintenance Programs for Restaurants and Bars - How to Bring Value to an Emerging Concept
- The Best Financing Ideas of 2014
- Funding True Restaurants
- Transition Time in the Restaurant Industry
- Use of Benefit Corporations by the Restaurant Industry
- Creative Uses of Friends and Family for Funding
- How Franchisees Can Successfully Roll Up New Concepts
- What Happens When You Think Big?
- What Lenders Want When Making Franchise Loans
- Some New Thoughts on Labor Costs
- Investing in Early Stage Restaurant Companies
- What We Learned From 2013 Deals: Proceeds Are Still King
- The Booming Market for Public Funding
- Effective Use of Private Placements for Emerging Restaurant Concepts
- EB-5 Program Opens a New Finance Avenue for Restaurants
- Dealing With Negative Net Worth
- “Things to Remember, From Our Long-Time Finance Columnist”
- Working Out: How to Prevent or Work Through Financially Troubled Franchisees
- December-May Duo: Mature Brand May Make Fine Partner
for Up-And-Comer - Win-Win: Four Topics Often Vex Relationships,
But Smart Fixes Do Exist - Immigrant Attraction: EB-5 Program Is Creative Route to Capital, But There Are Hoops
- Off Balance: Seven Ways for Franchisors to Lend a Financial Hand
- For Your Consideration: Franchisors Can Ponder Eight Concepts Before Expanding Abroad
- Seven Milestones – Concept May Be Ready to Franchise When It Meets Major Goals
- Out of Bounds: Smaller Firms, Too, Can Expand Abroad — with the Right Partner
- “Sales Tactics: Why Sell Sizzle When You Can Sell the Steak? Here’s How It’s Done”
- When Franchising Won’t Do, Tap 5 Ways to Grow
- Good Partners, Bad Partners: Because Investors Aren’t Equal, Finding the Former Takes Work
- Done Deal: The Questions to Get Your Piece of Stepped-Up M&A Activity
- Franchisors Should Focus on Survival of the System
- Analyzing Your Balance Sheet
- Bottom Line: P&L Statements Are a Window into Your Company’s Success
- Five Reasons Why It Is Time to Grow Again
- Middle Ground: Taking a New Approach to Old Franchisor Problems
- 10 Key Provisions: How to Translate a Loan Agreement into (Almost) Plain English
- Do You ‘Trust’? 10 Reasons for Franchisors to Embrace Succession Trusts
- Health Monitor: How to Gather Key Info from Franchisees and Then Evaluate It
- Checking the Weather: 2011 Franchise Climate Presents Challenges and Opportunities
- Countdown: Our Columnist’s 10 Best Franchise Finance Occurrences of 2010
- Old Benchmarks vs. New Tests
- A Taxing Situation:
- Study Closely: How Creative Franchises Are Securing ‘Situational Financing’
- What Works:
- Sourcing Deals: An Increase in M&A Activity Could Bode Well for the Future
- Getting to 57: How to Convince a Lender to Say ‘Yes’ – Or At Least, Not to Say ‘No’
- Know Thyself: The Direction in Which Franchisors Should Be Driving Franchisees
- Avoiding Pitfalls: The Top 10 Financial Mistakes New Franchisees Make
- New Financing Ideas: Think Outside the Box When Searching for Funding in 2010
- Financing Matrix: How to Play the Financing Game
- In Search of Equity: Finding Available Lending Sources
- GoodCo vs. BadCo: A Tale of Two Companies, One Owner
- He Has a Dream: The Evidence of 10 Years of Finance Columns
- Credit Contraction: Financing Opportunities in Tough Times
- Teamwork: Offering Help Without Losing Revenues
- What’s My Franchise Worth?
- The Trickle Down: Impact on Equity in a Tight Credit Market
- Redoing Debt: Steps in a Successful Restructure
- 2008 Expectations: What’s Happening in the Finance Market?
- What Does Exit Planning Have To Do With The Franchise World?
- Smart Use of Sale/Leaseback: Ways to Add Value, Flexibility
- Five Key Components to Financing Real Estate
- Raising Money With A One Unit Concept
- A Quick Preview of 2006 in the Franchise Finance World
- Protecting Your Value
- Beg, Borrow and be Original
- Investing in the Restaurant Sector
