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With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and next. The strategy of deferring...

As the conversation surrounding the rescheduling of cannabis gains momentum, it is clear that we are at a pivotal moment in the history of cannabis regulation in the United States....

Inheriting a substantial sum of money is both a blessing and a challenge. While the opportunities can be vast for high-net-worth individuals, the potential pitfalls are equally significant. This kind...

Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities to put money in your pocket without current federal income...

“The MN CLE Cannabis Conference was an invaluable opportunity for professionals across Minnesota’s cannabis industry to better understand the state’s evolving legal and regulatory landscape. As we continue to navigate...

Choosing the right business entity is a key decision for any business. The entity you pick can affect your tax bill, your personal liability and other issues. For many businesses,...

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

In April 2024, the Federal Trade Commission (FTC) approved a final rule prohibiting most noncompete agreements with employees. The ban was scheduled to take effect on September 4, 2024, but ran into...

As a financial professional with years of experience planning for clients’ next stage of life, I have witnessed the many questions people struggle with when they prepare to retire. “What...

More Money, More Problems? Consider Family Office Services. More money, more problems isn’t just an allusion to a chart-topping 90s hit song. Affluent families and individuals can, in fact, run...