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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
  • #45: Transaction Advisory & Quality of Earnings with Tony Oman and Brett Olsen

    #45: Transaction Advisory & Quality of Earnings with Tony Oman and Brett Olsen
    2025/12/29
    To close out this season of Q&A Over Coffee, host Adam Hennen is joined by Audit Principal Brett Olson and Valuation Principal Tony Oman for a practical discussion on Transaction Advisory Services (TAS) and Quality of Earnings (QoE). Together, they walk through the M&A process from both the buyer’s and seller’s perspectives, explaining how valuation, financial diligence, adjusted EBITDA, and working capital impact deal structure and outcomes. The conversation highlights common pitfalls uncovered during due diligence, the importance of early preparation, and why a well-executed QoE can be a critical investment in maximizing value and reducing risk in a transaction.
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    36 分
  • 44: Year-End Tax Planning with Charlie Sparks and Tom Pesch

    44: Year-End Tax Planning with Charlie Sparks and Tom Pesch
    2025/11/06
    In this episode, host Matt Klein sits down with Olsen Thielen Principals Charlie Sparks and Tom Pesch to discuss year-end tax planning strategies as 2025 winds down. The conversation covers key updates from the recently passed One Big Beautiful Bill Act, including extensions and expansions related to the Tax Cuts and Jobs Act. We cover timely topics such as charitable giving strategies, including qualified charitable distributions, donor-advised funds, and bunching deductions, as well as the expanded state and local tax (SALT) deduction limits. They also explore business-focused opportunities like R&D expensing, Section 179 and bonus depreciation changes, and proactive planning for high-income earners. Wrapping up, they stress the importance of fall as the most valuable time for tax planning, highlighting practical reminders on managing withholding, capital gains, and IRS filing expectations amid staffing shortages.
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    34 分
  • 43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown

    43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown
    2025/10/21
    In this episode, recorded on Friday, October 17th, Principals Adam Hennen and Daniel Owens discuss the ongoing government shutdown—now entering its third week—and the broad ripple effects it’s having on businesses, consumers, and the economy. They explore how shutdowns happen, their historical context, and the immediate impacts on key federal agencies like the IRS, SEC, and Department of Labor. They also unpack what the shutdown means for industries that rely on government contracts or funding, as well as the potential slowdown in lending, supply chains, and consumer spending.
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    29 分
  • #42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman

    #42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman
    2025/09/17
    In this episode of Q&A Over Coffee, host Tom Pesch sits down with Tony Oman, Principal of Business Valuation & Transaction Advisory Services, to unpack a complex but important issue: how life insurance impacts business valuations after the recent Connelly Supreme Court case. Tom and Tony walk through how buy-sell agreements funded by life insurance traditionally worked to create liquidity and preserve continuity when a shareholder passes away—and why the Court’s ruling has now upended that approach. They explore the practical implications for privately held companies, from unexpected estate tax consequences to challenges in succession planning, and discuss potential strategies business owners can consider, including special-purpose entities, cross-insurance, and irrevocable life insurance trusts. Whether you’re a business owner, advisor, or just interested in how valuation and tax law intersect, this conversation highlights why proactive planning—and keeping those buy-sell agreements current—is critical.
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    30 分
  • #41: Busting Tax Myths with Lance Nieland and Tom Pesch

    #41: Busting Tax Myths with Lance Nieland and Tom Pesch
    2025/09/03
    #41: Busting Tax Myths with Lance Nieland and Tom Pesch by Olsen Thielen CPAs & Advisors
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    32 分