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Joel Grundmeier, CPA, MST, CFP

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Posts by Joel Grundmeier, CPA, MST, CFP

Should You Consider a Trust?

Tags: probate, trusts, wills
Published in March/April, 2012 | Comments Off

Federal Estate Tax Portability for 2011 and 2012

Tags: estate tax portability, Joel Grundmeier
Published in November/December 2011 | Comments Off

What Do You Need to Know About Inherited IRAs and What Distribution Options Are Available?

Tags: inheritance, IRA, minimum distribution
Published in July/August 2011 | Comments Off

Estate and Gift Tax Changes in the 2010 Tax Relief Act

Tags: estate and gift tax changes, Joel Grundmeier, tax relief act
Published in Miscellaneous | Comments Off

Estate Tax Law Uncertainty Makes Planning a Challenge

Tags: estate planning, Joel Grundmeier, law changes
Published in November/December, 2010 | Comments Off

  • In This Newsletter

    • Should You Consider a Trust?
    • Have Questions? We’re Here All Year!
    • Early Distribution from Retirement Plan May Have a Tax Impact
    • IRS has $1 Billion in Refunds Waiting to be Claimed
    • Tony Stinar Joins Minnesota Business Valuation Group
    • Let Us Help You Leverage What You Can Learn From Your Tax Return
    • Business Successes
    • Spammers Take Advantage of Tax Season to Step Up Attacks
    • We Can Help You Address the Issues that Keep You Up at Night
    • Fun Facts
    • When the IRS Requests Accounting Software Files, We Can Help
    • Visit our Website Using Your Smartphone
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    • Taking the Fight to Fraud: Protect Your Bottom Line
    • Detecting the Dishonest Employee
    • “What’s My Business Worth?” Understanding Your Options
    • How has Technology Impacted Clients and the CPA Profession?
    • Minnesota Electronic Tax Refund and Electronic Tax Payment Withdrawal Glitch
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  • Newsletter Policy

    This newsletter is designed to present information on business and tax matters in general terms and is not intended to be used as a basis for specific action without obtaining further advice.

    Editor: Mike Bromelkamp, CPA , MBA, CIA
    Assistant Editor: Barbara Graf

    Comments to: info@otcpas.com

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