Finance and Legal Group

All Finance and Legal Group articles are collected here.

FLG seeks input, co-facilitator for 2019

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All UMRA members are cordially invited to the Finance & Legal Issues Group (FLG) planning meeting on February 21. It be held at John A. Knutson & Co., PLLP, in Falcon Heights. (Site contact: [email protected] or 651-379-5732).

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The ever-evolving tax code: what to expect

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UMRA’s Finance & Legal Interest Group invites you to an income tax management session to learn how the new tax code may impact your financial status.

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Charitable giving and the new tax code

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“How to get a better tax bang for your charitable buck” is the title for this first of two sessions on tax-efficient charitable giving.  Online or in person session.

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FLG estate planning meeting CANCELLED

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CANCELLED:  This Finance & Legal Group workshop has been cancelled.

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FLG invites you to learn about elder care, April 25

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Join a discussion about elder health care with the Finance and Legal Group.

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FLG April Meeting to focus on elder care health

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Join us for the April meeting of the Finance and Legal Group. Details can be found below. 

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FLG invites members to learn about identity security

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New UMRA interest group, Finance and Legal Group (FLG), will meet February 21 for a workshop on identity security.

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New Financial and Legal Issues Group gets underway

“Tax Planning in Uncertain Times” was the topic for the first meeting of the new special interest group, Financial and Legal Issues (FLG), led by Andy Whitman in December. Members learned about end-of-year possible tax actions and set out a schedule of speakers and topics for the coming year.

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