You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. For over 30 years, we have lead with wise counsel and clear strategy. We meet you where you are with a values-based, multi-generational approach to preserving and growing your wealth.
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We are proud to share the following article, recently published in Forbes. The focus was a strategy to reduce tax on the sale of a business in coordination with estate and charitable planning goals. A NIMCRUT is a trust that allows you to provide income to yourself or others for life, or for a term
As your trusted financial advisor, it is important to keep you informed to ensure you have accurate information and updates about the process for reporting your investment income and preparing your tax documents. In an effort to save you and your CPA some frustration, we advise that you NOT file your taxes until at least April
One of the many provisions within the SECURE Act that helps business owners, is the ability for companies to establish certain tax-qualified retirement plans beyond the December 31, 2020 deadline. Previously, an employer had to adopt a workplace plan by the last day of the employer’s tax year.While employer contributions could be made after year-end,
