Minneapolis, Minnesota (MN)
Twin Cities metro with strong Fortune 500 concentration, healthcare anchor, and major retailer headquarters
Planning topics covered for Minneapolis residents
Divorce Planning in Minneapolis
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Minneapolis
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Minneapolis
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Minneapolis
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Minneapolis
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Minneapolis
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Minneapolis
Solo 401(k), SEP IRA, S-corp election, QBI deduction, and entity-structure planning for self-employed professionals and small-business owners.
Minneapolis economy
Retail (Target, Best Buy), healthcare (UnitedHealth), medical devices (Medtronic, 3M), financial (Ameriprise, U.S. Bank).
Notable areas
Lake of the Isles · Edina · Wayzata · Minnetonka · Eden Prairie · Plymouth · Maple Grove · St. Paul Highland Park · St. Paul Mac-Groveland · North Oaks