『Q&A Over Coffee』のカバーアート

Q&A Over Coffee

Q&A Over Coffee

著者： Olsen Thielen CPAs & Advisors
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Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.All rights reserved 経済学
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  • #48: Tusts & Estates: Revocable Living Trusts With Zach Weigand

    #48: Tusts & Estates: Revocable Living Trusts With Zach Weigand
    2026/08/24
    In this episode of Q&A Over Coffee, host Tom Pesch is joined by Estate Planning Attorney Zachary Wiegand of Gold Leaf Estate Planning and Olsen Thielen Tax Principal Adam Thielen for an in-depth discussion on estate planning, revocable living trusts, and sharing a few strategies for preserving wealth across generations. Together, they break down the fundamentals of estate planning, including key legal documents everyone should have in place, the benefits of revocable living trusts, and how proactive planning can help families achieve a smooth and efficient transfer of assets. The conversation also explores Minnesota estate tax considerations, gifting strategies, charitable giving opportunities, and advanced planning tools for higher net worth individuals. This episode offers helpful insights on minimizing administrative burdens, reducing potential tax exposure, and creating a thoughtful legacy for future generations.
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    34 分
  • #47: New Minnesota Tax Law Changes with Matt Klein and Zach Deo

    #47: New Minnesota Tax Law Changes with Matt Klein and Zach Deo
    2026/06/16
    In Episode 47 of the Olson Thielen Q&A Over Coffee podcast, host Tom Pesch sits down with Tax Principal Matt Klein and Tax Director Zach Deo to break down the most important provisions in Minnesota's 2026 Tax Bill, signed into law on May 27th. The conversation covers the last-minute extension of the Minnesota Pass-Through Entity (PTE) Tax through 2027, including Q1 estimated payment relief for businesses caught in the uncertainty, and unpacks the significant changes to Section 174 R&D expensing and the Minnesota R&D, including expanded refundability and updated conformity rules for pass-through entities. The episode also touches on bonus depreciation conformity changes. Whether you're a business owner, partner, or S corp shareholder, this episode gives you the clarity you need to plan smart for the rest of 2026.
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    29 分
  • #46: The One Big Beautiful Bill Act: Lessons Learned with Charlie Sparks and Zach Deo

    #46: The One Big Beautiful Bill Act: Lessons Learned with Charlie Sparks and Zach Deo
    2026/05/27
    Q&A Over Coffee kicks off 2026! Host Tom Pesch is joined by our tax professionals, Principal Charlie Sparks and Director Zach Deo, to break down the impact of the “One Big Beautiful Act” tax legislation following its first full filing season. The discussion explores how the tax bill affected taxpayers differently depending on income levels, deductions, and business structures, with a strong emphasis on the growing importance of proactive tax planning. The episode closes with what taxpayers and advisors should watch moving forward into 2027. Listen in for practical insights and planning considerations to help individuals and businesses prepare for the evolving tax landscape ahead.
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    33 分
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