Blue journal on desk

Benefits of Smart Estate Planning: Avoiding Taxes and Fees

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Estate planning can be a huge relief for you and your loved ones. A quality estate plan means a sense of security that your family and other important people in your life will be provided for at the time of your death. You’ve worked hard…
Dandelion blowing in wind

Donations to Foreign Charities not Deductible for Income Tax

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If a charitable contribution is made to a foreign organization, the donor generally cannot deduct the contribution for income tax purposes. Exceptions may apply in very limited situations; specifically, the U.S. has tax treaties with Canada,…

Upcoming Presentation: Succession Success, Business Planning in Six Simple Steps

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I’m excited to present an upcoming Expert Edge Seminar hosted by the Iowa City Area Chamber of Commerce. The presentation topic, Succession Success: Business Planning in Six Simple Steps, is super important and relevant for entrepreneurs…
Power of attorney signing

Read All About It: Published in September Issue of The Iowa Lawyer

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The September issue of The Iowa Lawyer magazine is out, including my piece on the practical application of Iowa’s new succession planning rule for lawyers and law firms. The article is part of a series of four that will run in subsequent…
Football

Understand football? Then you can understand estate planning.

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This upcoming weekend college football fans in Iowa will all seem to converge in the annual colossal clash of Hawkeyes versus Cyclones. (It's a tradition that dates back to 1977 and has been extended through 2023.) Even the University of Northern…