Thought Leadership

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A family limited partnership offers many perks, including the ability to transfer wealth at substantial discounts from the fair market value of underlying assets. But without a valuation, this perk easily could become a liability. Read More
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Minnesota Business held a panel discussion recently, featuring four experts to talk about the changes to the Department of Labor’s regulations on employer responsibilities towards retirement plans and other employee benefits. Panelists included David Levi,CPA, PFS, Sr. Read More