Peter Finch
Managers

Pete Finch: Senior Tax Manager

CPA

As the Trust, Estate and Gift Tax Lead, Peter oversees the firm’s compliance and assists staff in expanding their knowledge in these fields. He also helps attorneys and estate planning advisers develop and implement client estate plans. He is a Certified Public Accountant with a BS in business administration from North Dakota State University.

Personal

What’s your favorite number?
4

What would you be doing if you weren’t an accountant?
Stay at home dad. Then I could incorporate more than one of my interests/passions (teaching, patience, cleaning and spending time with my boys).

What’s your current goal outside of Copeland Buhl?
To be the best husband and father I can be and provide my 2 sons with a wide range of experiences that create wonderful memories and help them develop into good people.

Areas of Focus (Services)

  • Business Tax
  • Trust, Estate and Gift Tax
Peter Finch
  • Recent Articles
  • 1/08/2018

    2018 Estate and Gift Tax Law Changes

    FEDERAL: Under the Tax Cuts and Jobs Act of 2017 that was signed into law by President Donald Trump on 12/22/2017, the basic exclusion amount for gifts made and estates of decedents passing away after December 31, 2017 and before...
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  • 8/16/2017

    2017 Minnesota Tax Law Changes

    As part of the Omnibus Tax Bill passed by the Minnesota State Legislature during the 2017 Special Session and signed into law by Governor Dayton, the Minnesota Estate Tax Exclusions have been retroactively increased for Estates of Decedents dying after...
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  • 6/12/2017

    New Simplified Method for Late DSUE Election

    The IRS has recently released Revenue Procedure 2017-34 (effective 6/9/2017) to provide a permanent simplified method for estates to make an election to pass the Deceased Spouse’s Unused Exemption (DSUE) to the surviving spouse (aka the estate tax portability election)....
    Read More
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