| 7:00 - 8:00 |
Check-In, Continental Breakfast,
Exhibits Open |
| 8:00 - 8:50 |
A1. Tax and Budget Policy Ahead: Making Sense of Chaos
Kenneth Kies |
| 9:00 - 10:15 |
B1. Federal Individual Tax Highlights
Andrew Biebl |
B2.
International Business Tax Issues
Jonathan Hobbs |
B3. The Other Taxable Income: Tax Reporting for Debt
Forgiveness, Foreclosure and Disputed Claims
E. Lynn Nichols |
B4. The Importance of the Three M's: Mentoring, Marketing and Managing
Rita Keller |
B5. Internal Controls for Small Businesses Using QuickBooks
Mary Beth Raimondi |
| 10:15 - 10:45 |
Refreshment Break,
Exhibits Open |
| 10:45 - 12:00 |
C1. International Individual Reporting Issues
Adam Tritabaugh |
C2. Federal Business
Tax Highlights
Andrew Biebl |
C3.
Not-for-Profit Update
Karen Gries
|
C4. Developing and Keeping Top Talent: The Key to Succession
Rita Keller |
C5. Automating Your Tax Workflow
Thomas Gawne |
| 12:00 - 1:00 |
Lunch, Exhibits Open |
| 1:00 - 2:15 |
D1.
Case Studies in Estate Planning for Retirement Benefits
Natalie Choate |
D2.
Intersection of GAAP and Tax Accounting: Reconciling the Rules
Mark Sellner |
D3. Minnesota Legislative and
Regulatory Update
Betsy Adrian & Geno Fragnito |
D4.
Business Ethics: Lessons Learned From Ethical Lapses
Henry Shea & Donald Snede
 |
D5. Benchmarking Best Paperless Processes
Milla Austin |
| 2:15 - 2:45 |
Refreshment Break,
Exhibits Open |
| 2:45 - 3:35 |
E1.
IRAs With Hair: What to Do With an IRA That Has a Shady Past
Natalie Choate |
E2. Health Care Reform Update:
Past, Present and Future
Nicole Fallon |
E3. IRS-Issued FAQs:
Where, When and How to Apply Them
E. Lynn Nichols |
E4.
Ethics for Tax Professionals: Rules, Standards and Best Practices
Mark Sellner
|
E5. Microsoft Outlook 2007: Beyond the Inbox
Paul Burkhartzmeyer |
| 3:45 - 5:00 |
F1. Understanding the Minimum Distribution Rules
Natalie Choate |
F2. FAS 109 and FIN 48: Computation,
Reporting and Analysis
Mark Sellner |
F3. Special Allocations in Partnerships:
Debt and Other Unique Issues
E. Lynn Nichols
|
F4. The Power of Generational Differences
Rita Keller |
F5. Tax Automation and Risk Management
J. David Frazier & Christine Moyer |
| 5:00 - 6:30 |
Reception |
