Give. Laugh. Love.

Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?

How to Plan a Business Exit

Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.

How to Plan Your Digital Legacy

Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.

Building a Framework for Family and Charitable Gifts

Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”

Iowa Income Tax Changes Have an Impact in 2022

One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.