What to Do When the Honeymoon is Over

What to Do When the Honeymoon is Over I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect wedding and then a honeymoon on the beach, life is back to normal. However, there are a few newlywed...

Once I have filed my taxes… now what?

Once I have filed my taxes… now what? Many people experience a mix of uncertainty and dread, maybe even excitement, each spring as they compile their tax information and patiently wait for their tax preparer to finalize their tax returns.  Will I get a refund?  How much am I going to owe?  Did I remember...

New Year, New Required Minimum Distribution

New Year, New Required Minimum Distribution As soon as the clock strikes midnight on New Year’s Eve and a new calendar year officially begins, our inboxes are flooded with emails from clients requesting the calculation and processing of their required minimum distribution (RMD).  Ok, perhaps that is a bit of an...

Tax Reform Has Changed Everything

Tax Reform Has Changed Everything Laura Nickolay spent two days at the Minnesota Society of CPAs conference (TAX18) on November 12 and 13th, 2018. Laura stays up to date with all things tax related, especially tax planning, for our clients and this year is especially interesting because, as Laura...