Minnesota Tax Update: Federal Conformity
On January 12th, 2023 Minnesota enacted a federal tax conformity bill (2023 H.F. 31). This bipartisan legislation was passed and signed into law to provide [...]
SECURE Act 2.0 | A Review, Part 2
Secure 2.0 made numerous significant changes to all retirement plans including SEP and SIMPLE plans. Below is a summary of the changes specific to SEP [...]
5 Ways to Beat the Cold Weather Blues
As the calendar flips to February, it may seem as though the cold weather will never leave. Winters in the Midwest can feel cold, dark [...]
SECURE Act 2.0 | A Review, Part 1
With the news that the SECURE Act 2.0 has now been passed as a part of the omnibus spending package we wanted to highlight some [...]
Mark Your Calendars: Important Financial Dates in 2023
Sure, we are just starting the fourth quarter of 2022, but it always seems like October is a hop, skip and a holiday away from [...]
COLA Increase: Announcement from the Social Security Administration
Recently, the Social Security Administration (SSA) announced the cost-of-living adjustment (COLA) for Social Security and Supplemental Security Income (SSI) benefits. The announcement shows an 8.7 [...]
How to Enjoy Hosting for the Holidays
Halloween is just around the corner, with multiple holidays sneaking up behind it. If you are going to be hosting friends and families during this [...]
Planning Ahead: Tips to Prepare for 2023 Tax Filings
As the final tax filing deadlines of 2022 approach, it is time to start thinking about, and preparing for, 2023. While this may seem a [...]
IRS Warning: Significant Increase in Text Scams
The Internal Revenue Service today warned taxpayers of a recent increase in IRS-themed texting scams aimed at stealing personal and financial information. So far in [...]
