2023
November 2023: Retain Key Talent and Attract Hires in Todays Competitive Job Market
August 2023: Attention Business Owners: It's time for a Review of Your Company Retirement Plan
May 2023: A Closer Look at Secure Act 2.0: Changes and Updates for Retirement Plans
February 2023: Leaving a Legacy of Charitable Giving for Your Children
2022
August 17, 2022: Parents Beware: The Legal Documents You Need Before Sending Your Child to College
April 28, 2022: Time to Dust Off and Update Your Estate Planning Documents
April 19, 2022: FPA Chapter Meeting Resources:
Minnesota Trust vs South Dakota Trust Desk Reference
Why Choose a Professional Trustee
Steve Oshins Ranking Chart-State Rankings
- Domestic Asset Protection Trust State Rankings Chart
- Dynasty Trust State Ranking Chart
- Trust Decanting State rankings Chart
- Non-Grantor Trust State Income Tax Chart
2021
March 17, 2021: Traditional IRA vs Roth IRA
February 15, 2021: Installing a Cash Balance Pension Plan for 2020, There's Still Time