JAK + CO.

Certified Public Accountants

Call Our Minnesota CPA Firm: 651.641.1099
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Consider Gifting from Your Estate During Your Lifetime

July 30, 2020 By JAK + CO.

By Cheryl Ellefson, CPA, MBT, CFP® It’s a universally accepted truth: Giving brings joy to both the giver and the recipient. So, when it comes to gifting your estate to family members, why wait until you’re no longer around to reap the benefits? If you give to your children or grandchildren now, you’ll see the […]

Filed Under: Cheryl A. Ellefson, Estate and Trust Tagged With: Estate Planning, Gifting, Tax law, Tax Planning, taxes

SECURE Act – Simplified

January 30, 2020 By JAK + CO.

  By Todd Koch, CPA, MBT, CFP We’re here today to talk about the SECURE Act. The SECURE Act actually has some nice benefits for tax payers. One of the things it did is if you are seventy and a half after 2019, you can wait until your 72 to start your required minimum distributions. […]

Filed Under: Individual Tax, Todd J. Koch Tagged With: benefits, retirement, Tax law, taxes

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1781 Prior Avenue North
Falcon Heights, MN 55113
Main 651.641.1099
Fax 651.647.1099
www.jakcpa.com

John A. Knutson & Co., PLLP

John A. Knutson & Co., PLLP, (JAK) is a Twin Cities-based accounting firm serving clients throughout Minnesota and beyond. A Team Committed to Quality Beyond Expectations

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