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Understanding the Tax Reform Changes and the Implications on Individual and Business Taxes

August 15, 2018 | 7:45 - 9:30am

The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for a breakfast seminar to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

This event is now sold out.

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Retirement Wellness Workshop

September 13, 2018 | 3:30 - 6:30pm

While there are numerous aspects that are essential to living a healthy retirement, making good choices for your financial, physical and intellectual wellness are among the most crucial for those planning for this next phase of their lives. Join Boulay Financial Advisors, LLC for a workshop to help you prepare for and achieve full potential in your retirement.

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Understanding the Tax Reform Changes and the Implications on Individual and Business Taxes

September 19, 2018 | 7:45 - 9:30am

Due to an overwhelming registration response for the August 15 tax seminar, we are hosting the same seminar again on September 19. The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for a breakfast seminar to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

This event is now sold out.

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Keeping the Lake Home in the Family: Pros and Cons of Various Estate Strategies

October 2, 2018 | 3:30 - 5:30pm

Spending time at the lake is a favorite past-time for most Minnesotans, and many own lake homes that are cherished by their family. However, many cabin owners do not have a plan on how to safeguard their lake home or transition it to the next generation. Long-term care, tax issues, and other life challenges can derail your wishes for the cabin's future. Join us for appetizers and beverages and learn the pros and cons of different estate planning strategies for keeping your lake home in the family.

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IT Security Risk Assessment Lab

June 25, 2018 | 9:00am - 4:00pm

Protecting Your Data and Reputation
Risk assessments show how much security is necessary to protect organizations—they establish defined minimum standards and tell you where you can stop.

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ESOPs 101: A Panel on Employee Stock Ownership Plan Basics

June 20, 2018 | 7:45 - 9:30am

Your company and its shareholders can take advantage of many benefits through the use of an ESOP (Employee Stock Ownership Plan). The decision to adopt and implement an ESOP requires careful analysis and teamwork. Join ESOP experts from Boulay, Bankers Trust and Prairie Capital Advisors for a breakfast panel to learn the basics of ESOPs and how this ownership structure can benefit you and your employees.

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Estate Planning: Leaving a Footprint for Your Loved Ones

June 6, 2018 | 3:30 - 5:30pm

For most of us walking the earth, we will leave a modest legacy that doesn’t necessarily change the world but does leave a lasting footprint that will be remembered by those we’ve touched. Leaving a legacy isn’t just about passing on wealth, it’s knowing that your life mattered.

Join us for a wine tasting and visit with our Estate and Trust Team to help you understand how estate planning can make a big difference in what is left for your loved ones.

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Round Table Panel: PACE and the Effects of Tax Reform on Real Estate

May 16, 2018 | 7:45 - 9:30am

PACE (Property Assessed Clean Energy) is a financing mechanism that provides commercial real estate owners low-cost, long-term funding for energy efficient and renewable energy projects. If you are looking to take out a PACE loan, you may want to consider whether you can borrow 100% of eligible costs, the length of the term, whether the loan is transferable upon property sale, and if it serves as a low-cost equity alternative. Join Boulay and Pace Loan Group for a breakfast round table panel and learn how this opportunity can finance energy-efficient improvements or projects and add to the capital stack of a project. In addition, with the new tax law changes in 2018, many aspects of real estate will be affected. Learn about these changes and decisions that will need to be made in the upcoming year.

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Retirement Planning Workshop

May 10, 2018 | 3:30 - 6:30pm

The Retirement Planning Workshop is back by popular demand! We had a full house for our last workshop, so we're offering those who missed out a chance to still hear from the experts. Retirement is simply a milestone you pass on your journey—like crossing a border from one state to the next on “the road trip of a lifetime.” Reaching this marker comes with emotions, not to mention hard work and careful planning. Join Boulay Financial Advisors, LLC for a workshop, and start preparing the next leg of your journey.

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Retirement Planning Workshop

February 22, 2018 | 3:30 - 6:30pm

Retirement is simply a milestone you pass on your journey—like crossing a border from one state to the next on “the road trip of a lifetime.” Reaching this marker comes with emotions, not to mention hard work and careful planning. Join Boulay Financial Advisors, LLC for a workshop, and start preparing the next leg of your journey.

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