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As you prepare your documents for the 2025 tax season, in an effort to save you and your CPA some frustration, we advise caution about filing your taxes early and suggest delaying until April 1st. This will save you the inconvenience of potentially amending your return if 1099s are revised. Due to the complexity of our

When Congress passed the One Big Beautiful Bill Act (OBBBA) in July 2025, most headlines focused on its sweeping fiscal changes. Yet tucked inside the legislation was one of the most significant shifts for entrepreneurs and investors in decades: a major update to Section 1202 of the Internal Revenue Code, the section governing qualified small business stock

LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased to bring you a few of the key highlights today. The year 2025 offered a clear illustration of today’s prevailing market regime — one that

Olson Wealth Group is pleased to announce that Courtney McClimon, our Director of Operations, has been named one of the 2025 Notable Executive Assistants by Twin Cities Business. This recognition highlights leaders who demonstrate exceptional leadership, professionalism, and positive impact within their organizations. Sharon Olson, Managing Principal of Olson Wealth Group shares “Courtney stands out

When the One Big Beautiful Bill Act (OBBBA) became law in July 2025, the headlines focused on infrastructure spending and sweeping tax reforms. Yet for business owners, the most immediate effects stem from smaller but meaningful tax adjustments: the reinstatement of 100% bonus depreciation, the return of immediate expensing for research and experimentation (R&E) costs, higher Section

The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven’t always kept up with events, so a figure from a multi-family office argues. The following article has been written by Sharon Olson (pictured),

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy

The day you sold your business was monumental. It was the culmination of years—likely decades—of relentless effort, personal sacrifice, strategic thinking, and leadership. The check cleared, the contracts were signed, and just like that, a significant chapter of your life came to a close. But as the adrenaline fades and the dust settles, you may

Olson Wealth Group is proud to announce that Sharon Olson, our Founder and President, has been recognized as a 2025 Notable Wealth Managers by Twin Cities Business. Twin Cities Business’ Notable Wealth Managers list recognizes outstanding professionals who are making a significant impact in the wealth management industry in the Twin Cities area. The honorees are selected based

Women have long been the architects of family wealth—not just by managing the household, but by nurturing relationships, shaping values and planning for the future. It’s no surprise that women, who are more likely to inherit wealth, are often excellent stewards of multigenerational prosperity. Women today are shaping one of the largest wealth transfers in