Tax Strategies for High-Income Professionals in Minnesota
Key Takeaways: Minnesota asks a lot of its high earners. Its top rate of 9.85% is the sixth-highest among states, and nine states charge no income tax at all.1 What stings more is where that bracket…
By Matthew Nelson
July 24, 2026
How Minnesota Taxes RSUs and Stock Compensation
Key Takeaways: Equity compensation can create meaningful wealth, but the tax side is rarely as simple as it looks. The biggest mistake is treating every dollar from your company stock the same. RSUs, options, and employee…
By Matthew Nelson
July 23, 2026
How Bonuses, RSUs, and Stock Options Impact Your Tax Plan
Key Takeaways: A bonus or equity award can feel like a major win, but it can also make your tax picture harder to manage. Extra income from restricted stock units (RSUs), stock options, employee stock purchase…
By Matthew Nelson
June 26, 2026
Tax Planning Strategies for RSU Income
Key Takeaways: Restricted stock units (RSUs) are a form of compensation that can become very valuable when your employer’s stock performs well. The challenge is that the value you see on paper and the amount you…
By Matthew Nelson
May 7, 2026
Charitable Giving Basics
With the end of year coming quickly, I wanted to cover the common questions we get about on charitable giving while there is still time to squeeze some giving in. The topic of charitable giving is…
By Matthew Nelson
November 28, 2025
Charitable Giving: Using a Donor-Advised Fund
When it comes to charitable giving, some strategies are more beneficial (and complex) than others. In a follow up to Charitable Giving Basics I’ll explore how to elevate your charitable giving with a donor-advised fund. This…
By Matthew Nelson
November 28, 2025
Key Retirement Plan Contribution Limits for 2026
Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2026. Let’s take a look at what is changing! 401(k)/403(b)/457…
By Matthew Nelson
November 27, 2025
Arctic Wolf: An Employee Stock Options Case Study
Questions you are probably asking yourself if you have stock options from Arctic Wolf: “What the heck are these? What do I do with them? Do they have value?” Today, I am going to break these…
By Jacob LaRue
July 17, 2025
What the One Big Beautiful Bill Means for Your Taxes
On July 4th President Trump signed into law the One Big Beautiful Bill. This marked a new era to our nation’s tax code. The bill covers a wide variety of items ranging from government spending to…
By Jacob LaRue
July 10, 2025
Arctic Wolf Stock Options: What You Need to Know
Part of your compensation package at Arctic Wolf may include stock options. However, for employees of private companies like Arctic Wolf, navigating the complexities of stock options can feel daunting. Decisions about whether to exercise options…
By Jacob LaRue
May 22, 2025
