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.

Read the rest of entry »

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.

Read the rest of entry »

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.

Read the rest of entry »

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.

Read the rest of entry »

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.

Read the rest of entry »

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.

Read the rest of entry »

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.

Read the rest of entry »

Estate Planning Workshop

January 31, 2018 | 7:45 - 10:30am

When planning your estate, you want a smart strategy regarding income and estate taxes, as well as a clear plan for those involved in your estate after your pass away. Join us for breakfast and learn how you can avoid unnecessary taxes and be proactive in helping the survivors of your estate know what's involved before it's too late.

Read the rest of entry »

Lease Accounting for Real Estate Tenants

November 28, 2017 | 7:45 - 9:30am

Join experts from Boulay and Colliers International MSP for a breakfast workshop to review how new lease accounting standards will impact your operating results and real estate strategy.

Read the rest of entry »

2017 Business Succession Summit

2016 Business Succession SummitNovember 1, 2017  |  7:30 - 11:00am

Planning your business exit strategy and retirement can be daunting tasks. Is your business exit strategy going to work to your best advantage? Do you have enough money to retire and live the life you imagined? What will your life look like after leaving your business? Join us for breakfast and learn how the quality of your earnings, wealth and life all play into these important decisions to give you the future you envision.

 

Read the rest of entry »

CONNECT


 

 


Categories