Nov. 17-18 | Minneapolis


Exhibitors strike a pose at last year's Tax Conference

Our partners offer valuable products and services to help you and your business succeed. Please take time to visit them throughout the conference.

Free stuff and giveaways
View the booth map

2014 exhibitors

1Source Office & Facility Supply - MNCPA Affinity Partner (#212) - New this year!

4250 Norex Dr
Chaska, MN 55318-3047
Phone: 612-868-8637

Company description:
MNCPA Affinity Partner

Instead of juggling multiple sources for your office and industrial needs, you can simply call on 1 Source for almost everything you need: office, furniture, janitorial and industrial - including green products in all those areas.

We back up our products with comprehensive service that includes onsite training, equipment maintenance, and a full-fledged commitment to finding ways to enhance your operations and reduce your overhead.

Products: Exclusive discount to MNCPA members on office products, furniture and facility supplies

Contact information
Amy O'Connor

360 Financial (#6)

11100 Wayzata Blvd Ste 360
Minnetonka, MN 55305-5556
Phone: 952-542-8900
Fax: 952-562-8962

Company description:
2014 Reception Sponsor
360 Financial offers strategic partnerships with accounting professionals to provide the highest degree of expertise and professional excellence to their clients. With you, we become part of your client's comprehensive wealth strategy team. And - while most investors have been plugged into a preordained mutual fund program - 360 Financial builds investment programs tailored and customized to each client's particular set of financial goals.

Products: Comprehensive financial planning and CPA alliance program

Contact information
Michael Rogers

Accountants Concerned for Accountants (#9)

4570 W 77th St Ste 255
Edina, MN 55435-5008
Phone: 952-920-5287
Fax: 952-920-5305

Company description: ACA is a program supported by the MN Society of CPAs that provides peer support, assessment, consultation and referral to accountants, their families and colleagues who are affected by addiction.

Products: Information relevant to addictions

Contact information
Diane Naas

ADP - Preferred Payroll Provider (#112-113)

8100 Cedar Ave S
Bloomington, MN 55425-1803
Phone: 952-854-1700
Fax: 952-814-5899

Company description: Preferred Payroll Service Provider of the MNCPA. Members of the Minnesota Society of CPAs are entitled to valuable benefits from ADP. With nearly $9 billion in revenues, ADP offers diverse HR, payroll, compliance, tax and benefits administration solutions and is committed to serving the accountant community.

  • Free payroll for accounting firms
  • Discounted payroll services for the clients of accounting firms
  • A 30% discount on more than 200 accounting books from CCH, a Wolters Kluwer business
  • CCH Tax Briefings and other current and critical industry and regulatory information
  • A free subscription to ADP's HR Helpdesk, a service that provides online and phone support for HR-related questions for you or your clients
  • Free access to BNA payroll tax & HR research through your ADP Sales Representatives
  • Free and discounted CPE courses are available through our partnerships with CCH, a Wolters Kluwer business, and SmartPros and others CPE providers

Please visit our website for more information regarding our products, services and tools designed specifically for accountants and their clients.

Products: Payroll, human resources and benefit solutions

Contact information
Jon Ross

Ahmann-Martin (#209)

7555 Market Place Dr
Eden Prairie, MN 55344-3637
Phone: 952-947-9700
Fax: 952-947-9793

Company description: For more than half a century, businesses, families and individuals have trusted Ahmann-Martin to protect their assets and their livelihood. Headquartered in Minnesota, our team of industry experts is committed to delivering results that align with our clients' personal and professional goals.

Ahmann-Martin has steadily become one the most respected names in the industry. We provide our clients with an unparalleled breadth of services in the areas of employee benefits consulting, risk management, business and commercial insurance, personal insurance, surety and bonding, and financial services.

Contact information
Rich Ahmann/David Martin

Alliantgroup (#217)

311 S Wacker Dr Ste 2275
Chicago, IL 60606
Phone: 312-386-9770

Company description: alliantgroup is the nation's premier provider of specialty tax services.

With many companies currently experiencing a decline in cash flow from historical levels, alliantgroup's powerful specialty tax service offerings allow a business to reduce its pending tax liability and receive cash infusions from the government for past qualifying activities.

Products: Tax credits and incentives

Giveaways: $500 gift card

Contact information
Tracy Lustyan
Phone: 312-386-9770

Aon Insurance (#123) - New this year!

159 E. County Line Rd
Hatboro, PA 19040
Phone: 800-221-3023

Company description: As new classes of technology professionals continue to emerge, generalizing trends in professional liability insurance has become more difficult, and elements of professional liability coverage have become more specialized. Aon experts can ensure that you have the right coverage for every aspect of your business.

Products: AICPA member professional liability insurance program

Contact information
Debbie Tomlinson
Phone: 215-773-4782

Avalara - Affinity Partner (#106) - New this year!

100 Ravine Ln NE Ste 220
Bainbridge Island, WA 98110
Phone: 877-780-4848
Fax: 206-780-5011

Company description: Avalara works within your own financial, billing, ecommerce, or point of sale system to deliver accurate tax calculations in real time via a secure Internet connection. Once configured, you don't have to worry about ever-changing, impenetrable rates, rules, boundaries, exemptions, tax holidays, reporting requirements, filing deadlines, etc. etc. etc. Our cloud-based software platform manages the complexity and simplifies the process of sales tax and other transaction tax compliance, cost effectively and with ecommerce-class scale, speed, and reliability.

Products: Sales tax automation solution

Items at booth: Beach balls, sunglasses, pens

Contact information
Brian Austin

Bloomberg BNA (#114)

1801 S Bell St
Arlington, VA 22202
Phone: 612-599-0889

Company description: Bloomberg BNA, a wholly owned subsidiary of Bloomberg, is a leading source of legal, regulatory, and business information for professionals. Its network of more than 2,500 reporters, correspondents, and leading practitioners delivers expert analysis, news, practice tools, and guidance - the information that matters most to professionals. Bloomberg BNA's authoritative coverage spans the full range of legal practice areas, including tax & accounting, labor & employment, intellectual property, banking & securities, employee benefits, health care, privacy & data security, human resources, and environment, health & safety.

Products: Tax and accounting research and software services

Items at booth: Pens, mints, keychains

Giveaways: Gift card

Contact information
Ryan Cis
Phone: 763-227-1474

BMO Harris Bank (#116)

50 S 6th St Ste 1000
Minneapolis, MN 55402-1500
Phone: 612-904-8721
Fax: 612-904-8015

Company description: Established in 1882 as Harris Bank, and owned by BMO Financial Group (TSX, NYSE: BMO) since 1984, BMO Harris Bank has grown to become one of the largest banks in the Midwest serving personal, commercial and affluent customers.

Products: Diversified financial services

Contact information
Ehren McGeehan
Phone: 612-904-8721

Bremer Bank (#111)

225 S 6th St Ste 200
Minneapolis, MN 55402-4647
Phone: 612-782-2815
Fax: 612-782-1996

Company description: Bremer Bank is a regional financial service company that provides a comprehensive range of banking, investment, trust and insurance services. This range of capabilities allows Bremer clients to benefit from working with a team that's able to provide coordinated full-service financial solutions.

Products: Business banking

Contact information
Joel Palesh
Phone: 612-782-1984

Eide Bailly (#103)

U.S. Bancorp Center
800 Nicollet Mall Ste 1300
Minneapolis, MN 55402-7033
Phone: 612-253-6500
Fax: 612-253-6600

Company description: In today's competitive marketplace clients expect quality services and products, but they value exceptional service that is tailored to their individual needs. We are passionate about our work and thrive on providing professional services with a personal touch. Eide Bailly provides a full array of services including assurance, tax, consulting services, corporate learning, employee benefits, financial services, forensic accounting and investigative services and technology consulting to various industries. We work closely with other CPA firms on providing Cost Segregation Studies through our National Tax Office.

Products: Cost segregation studies

Items at booth: Notebooks, tape measurers

Contact information
Rod Axtell
Phone: 612-253-6543

H. Robert Anderson & Associates (#219)

8201 Norman Center Dr Ste 220
Bloomington, MN 55437-1055
Phone: 952-893-1933
Fax: 952-893-1819

Company description: H. Robert Anderson & Associates, Inc. is an insurance services company with its office located in Edina. The company specializes in personal, life, health, homeowner's and auto insurance brokerage for clients in the local area

Products: Professional liability insurance

Contact information
Theresa Anderson

Hunter Hamilton Finance + Accounting - Lanyard Sponsor (#115)

651 Nicollet Mall Ste 525
Minneapolis, MN 55402-1634
Phone: 612-373-5767
Fax: 612-339-2611

Company description: Hunter Hamilton Finance + Accounting provides project management services, professional finance and accounting contract resources and executive search for established firms and new organizations. Our mission is to connect senior-level finance and accounting professionals with companies that demand qualified professionals with proven results, allowing both to focus and excel within their core competencies.

Products: Accounting, finance recruiting firm

Contact information
Michelle Decker
Phone: 612-373-5767

Internal Revenue Service (Monday only) (#100-102)

1550 American Blvd E Ste 500
Bloomington, MN 55425-1104
Phone: 651-726-1577

Company description: The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In 2004, the IRS collected more than $2 trillion in revenue and The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In fiscal year 2012, the IRS collected more than $2.5 trillion in revenue and processed more than 237 million tax returns.

The IRS spent just 48 cents for each $100 it collected in FY 2012.
(Source: Table 29, IRS 2012 Data Book.)

The IRS provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to all.
This mission statement describes our role and the public's expectation about how we should perform that role.

- In the United States, the Congress passes tax laws and requires taxpayers to comply.
- The taxpayer's role is to understand and meet his or her tax obligations.
- The IRS role is to help the large majority of compliant taxpayers with the tax law, while ensuring that the minority who are unwilling to comply pay their fair share.

Products: Federal tax information

Contact information
Carole Smith
Phone: 651-726-1598

Intuit QuickBooks (#127)

5601 Headquarters Dr
Plano, TX 75024
Phone: 214-387-2454

Company description: Intuit Inc. is a leading provider of financial management and tax solutions for accounting professionals, small and mid-sized businesses, and financial institutions.

Products: Quickbooks

Contact information
Donna Duncan
Phone: 214-387-2454

ITransact (#216) - New this year!

314 S. 200 W.
Farmington, UT 84025
Phone: 801-951-8116
Fax: 801-951-8216

Company description: iTransact is a privately held payment-acceptance company based near Salt Lake City, Utah. iTransact was founded in 1994 as RediCheck, the first provider of Internet-based check acceptance services. Today we offer merchant accounts (and related services and equipment) in addition to our proprietary Internet payment gateway. Our services allow Internet, bricks-and-clicks, and traditional brick-and-mortar merchants to accept payments via credit, debit, and gift cards, as well as electronic checks (and/or check conversion with check guarantee).

Products: Merchant services and trusted advisor program

Contact information
Jared Poulson

KleinBank - Bronze Sponsor (#206)

1550 Audubon Rd Ste 200
PO Box 487
Chaska, MN 55318-4547
Phone: 952-448-2484
Fax: 952-448-7788

Company description: KleinBank's roots date back to 1907 when C.H. Klein first bought stock in First National Bank of Chaska. Today, with assets totaling $1.6 billion and a financial team of 385 dedicated banking professionals, KleinBank is Minnesota's largest family-owned state bank. KleinBank has successfully established honest, long-lasting, values-based relationships with our customers for over 100 years.

KleinBank remains an outstanding bank with strong capital, committed ownership, excellent people, a true heart for the communities we serve and a leader in the financial services industry. Our bankers are dedicated to you and your success. One of our key characteristics is local management with customer accessibility to decision makers. When you bank with KleinBank, you partner one-on-one with an experienced banker who offers the resources and information needed to help you succeed. KleinBank has been honored to receive the 2011 Minnesota Business Ethics Award and the 2012 Family Business Award.

Products: Small business banking

M&E Cost Segregation (#214)

80 S 8th St Ste 900
Minneapolis, MN 55402-8773
Phone: 612-216-0968
Fax: 651-355-1512

Company description: M&E Cost Segregation is the cost segregation leader due to our unique engineering based approach and our industry leading reports. Our detailed approach allows us to identify the maximum tax benefit with minimum risk. We provide as much detail for the remaining long life assets as we do for the assets that qualify for shorter lives. This provides the opportunity to retire short and long life assets in the years following the study.

Products: Cost Segregation, Asset Retirement, Section 179D

Items at booth: Tape measures

Giveaways: Ipad

Contact information
Chuck Evans

McGuire Sponsel (#117) - New this year!

201 N Illinois St Ste 1730
Indianapolis, IN 46204
Phone: 317-564-5000
Fax: 317-654-5020

Company description: Conceived out of the need to provide tested and proven specialty advisory solutions, McGuire Sponsel serves leading accounting firms and businesses all across the country. We partner with CPAs to provide businesses cost segregation & fixed asset studies, research and development studies, IC-DISCs, and financing & economic incentive services.

Products: Specialty tax services

Contact information
Mike Dalman, Brian Wahl
Phone: 317-564-5013

Mercer Consumer - Affinity Partner (#110)

333 S 7th St Ste 1600
Minneapolis, MN 55402-2427

Company description: Mercer Consumer has long recognized that individuals who join professional associations are a better risk. MNCPA members therefore receive discount rates. Save time and money with competitive quotes on the following products:

Term life, disability
Auto/home - Liberty Mutual
Professional liability
Business owners package
Workers' compensation

Products: MNCPA endorsed insurance products

Contact information
Jennifer Hedtke

Merchants Bank (#213)

15055 Chippendale Ave W
Rosemount, MN 55068-1522
Phone: 651-423-5000
Fax: 651-423-5148

Company description: At Merchants Bank, we've been helping customers and supporting the communities we serve since 1875. That commitment to service still differentiates Merchants from other financial institutions and is the reason that Merchants Bank has earned the name "The Bank that Service Built."

Merchants offers a full line of loans and deposit products, such as checking, IRAs, HSAs, mortgages, consumer loans, commercial loans, leasing options, commercial equipment leasing, credit card and Wealth Management services. In addition to the commitment to provide the best in financial products, Merchants shows its commitment to the community by its support of events and organizations through volunteer hours and monetary contributions.

Products: Business lending, leasing and cash management

Giveaways: Four MN Wild tickets

Contact information
Brian Brakke

Metropolitan State University (#1)

1501 Hennepin Ave
Minneapolis, MN 55403-1710
Phone: 612-659-7306
Fax: 612-659-7268

Company description: Metropolitan State University offers high-quality and relevant graduate business programs - DBA, MBA and MMIS including graduate certificates. These programs will help you develop necessary skills and understanding required to be successful in business. Our graduate programs are accredited, flexible and cost effective.

Products: Accredited graduate business programs - DBA, MBA and MMIS

Contact information
Aud Wengronowitz

Minneapolis Portfolio Management Group, LLC (MPMG) (#124) - New this year!

80 S 8th St Ste 1902
Minneapolis, MN 55402-2111
Phone: 612-334-2000
Fax: 612-334-2001

Company description: MPMG manages approximately $1 Billion in investment assets. Clients include higher net worth individuals and their families, trusts, government and private retirement funds, major Wall Street brokerage firms, endowments and other institutional investors. Each client has a separate account so they are not affected by the actions of other investors. We select individual stock investments and manage the portfolios. We charge a fee for our service calculated as a percentage of assets managed. Performance returns are calculated after expenses. We do not receive commissions or any other form of compensation from any other source. We do not sell anything - no mutual funds, insurance, annuities or other products. We are not a middleman or broker for other managers. We are the money managers. Please look at our web site to see our record of performance, and learn more about our proven approach to growing wealth.
Overall, MPMG believes that it is an excellent choice for individual or institutional investors looking for experienced, value-based, "all-weather" portfolio management.

Products: Portfolio management

Items at booth: Pens, chocolates

Contact information
Herb Schechter, CPA
Phone: 612-387-6030

Minnesota Society of CPAs (#107-109)

1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Phone: 952-831-2707
Fax: 952-831-7875

Company description: The Minnesota Society of Certified Public Accountants (MNCPA) is a not-for-profit professional organization supporting CPAs and accounting professionals. The MNCPA serves more than 9,100 members working in public accounting, industry, government and education.

Products: MNCPA membership information and benefits

Contact information
Stephanie Schmidt

MN Department of Natural Resources (#100-102)

500 Lafayette Rd N
St. Paul, MN 55155-4002
Fax: 651-836-1811

Company description: The Nongame Wildlife program was started in 1977. The Nongame Wildlife Check off and the Nongame Wildlife Management Account were established in 1980 legislation under M.S. 290.431. The principal objectives are the conservation of nongame wildlife species and management and conservation of their habitats. The program works to protect over 800 species of nongame wildlife including birds, mammals, reptiles, amphibians, fishes, and selected invertebrates such as butterflies and dragonflies. Examples of species that have benefited from the Nongame Wildlife's Program are the osprey, common loon, peregrine falcon, trumpeter swan, and bald eagle.

Products: Nongame check-off promtional materials

Items at booth: Posters

Giveaways: Book

Contact information
Lori Naumann
Phone: 651-259-5148

MN Department of Revenue (#100-102)

600 Robert St N
St. Paul, MN 55101-2228
Phone: 651-556-3000
Fax: 651-556-3156

Company description: Our core values are the foundation of the high standards of performance and behavior.

  • Integrity: We are honest and ethical because trust is the foundation of our reputation and relationships.
  • Respect: We embrace diversity and respect everyone inside and outside of our agency.
  • Excellence: We expect and reward innovation, flexibility, accuracy, timeliness, and collaboration.
  • Accountability: We ensure the fair and efficient administration of Minnesota's revenue system.

Products: Information and resource to conference attendees regarding Minnesota Taxes

Contact information
Jake Feneis
Phone: 651-556-6606

MN Philanthropy Partners (#215)

101 5th St E Ste 2400
St. Paul, MN 55101-1800
Phone: 651-224-5463
Fax: 651-224-8123

Company description: Minnesota Philanthropy Partners supports The Saint Paul Foundation, Minnesota Community Foundation, F. R. Bigelow Foundation, Mardag Foundation and more than 1,600 affiliates across Minnesota. We help people fulfill their visions for enriching lives and communities through philanthropy. Our expert gift advisors can help your clients fulfill their charitable objectives while maximizing legal and tax benefits - at no cost to you.

Products: MN Partners gift planning products and services

Items at booth: Coffee mugs

Giveaways: $100 GiveMN certificate

Contact information
Jeremy Wells
Phone: 651-224-5463

MN Unemployment Insurance (#100-102)

332 Minnesota St Ste E200
St. Paul, MN 55101-1349
Phone: 651-296-6141
Fax: 651-296-0050

Company description: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to those Minnesota workers who become unemployed through no fault of their own. It is an economic stabilizer/stimulator in times of economic downturn and helps maintain an available skilled workforce for employers. The Program is funded by a special tax on wages, paid by employers. The Department of Employment and Economic Development (DEED) supervises and administers the UI program in Minnesota.

Products: Unemployment Insurance Tax and Benefits

Contact information
Gary Johnson

Newgate School (#5)

2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0177
Fax: 612-378-0874

Company description: Newgate School is a nonprofit automotive technical school located in the Twin Cities offering auto-body and auto-mechanics training for unemployed or under-employed adults.

Newgate School turns tax-deductible gifts of donated cars into automotive training and social service programs that provide low-income adults in the Twin Cities with training, jobs and transportation opportunities to succeed in their quest for self-sufficiency.

Products: Tax deductible vehicle donations

Contact information
Mike Nesvacil

Office Tools Professional (#211)

514 Commerce Ave Ste D
Palmdale, CA 93551
Phone: 661-951-9200
Fax: 661-951-3875

Company description: Office Tools Professional provides accounting and tax professionals with the next generation of practice management software, providing a single interface for client, staff, office and document management and tracking. Experience a simplified approach to tracking time, due dates, assignments, documents/email and billing. We produce many integrations including all tax programs, QuickBooks and Microsoft and provide integrated client portal options.

Products: Practice management software

Contact information
John Michael Wells

Paychex (#118)

1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080

Company description: Paychex is the preferred payroll and 401(k) provider of the AICPA. All members of the AICPA receive valuable discounts for their firms and their clients. Paychex, Inc is a recognized leader in the payroll and human resource industry, serving approximately 572,000 businesses nationwide. With Marty Mucci as CEO, the Paychex commitment to customers remains as strong today as when the company was founded by B. Thomas Golisano in 1971. Paychex is committed to being a steady and valuable resource to the accounting community.

Paychex offers the following to the accounting community:
- Free payroll to accounting firms
- 1st month free and 6 month money back guarantee on payroll services for CPA's clients
- Free use of our Accountant Knowledge Center, which contains BNA and CCH content

Products: Payroll services

Items at booth: Pens, rulers

Contact information
Stacy Jadin, Cecelia Philips, Kevin Vetsch
Phone: 952-212-9354

Prepare + Prosper (#7) - New this year!

2610 University Ave W Ste 450
St. Paul, MN 55114-1055
Phone: 651-287-0187
Fax: 651-287-0190

Company description: Our work is rooted in economic justice.

In 1971 a group of tax professionals came together with the same belief - an individual's access to quality tax assistance and financial refunds should not depend solely on one's ability to pay for such services. Shortly thereafter, Prepare + Prosper was formed and began providing free tax prep to low -- and moderate-income individuals.

After 41 years of service, Prepare + Prosper's scope of work has broadened. We assist Minnesotans to move out of poverty by providing pathways to increase income, build assets and become financially secure, and by advocating for change that breaks down barriers to financial success.

Products: Volunteer opportunities

Contact information
Adam Faitek
Phone: 651-262-2153

Robert Half - Silver Sponsor (#205)

8500 Normandale Lake Blvd Ste 1010
Bloomington, MN 55437-3823
Phone: 952-831-7240
Fax: 952-831-6878

Company description: Robert Half Management Resources, a division of Robert Half International Inc. (RHI), is the world's premier provider of senior-level accounting and finance professionals on a project and interim basis. Robert Half Management Resources works with clients in a variety of industries, filling interim positions.

Products: Staffing and recruiting services

Giveaways: Apple TV

Contact information
Jennifer Carlson

Science Museum of Minnesota - Computer Education Center (#4)

120 Kellogg Blvd W
Saint Paul, MN 55102-1202
Phone: 651-221-4722
Fax: 651-224-5092

Company description: At the Computer Education Center, we believe in active learning. We make every minute of training relevant to the student. Classes are small. Training is interactive. Instructors bring real-world experience to the classroom and use everyday language, even humor, to help students cut through techno-jargon and get a full hands-on experience. As a result, students learn faster and retain more. Some of the benefits of the Computer Education Center are:

  • Interactive, hands-on, small classes
  • Microsoft Office
  • Database Design/Management
  • Scheduled catalog classes
  • Customized group classes
  • Client-site classes
  • Portable laptop lab
  • Convenient half-day classes to fit your busy schedule
  • Science Museum exhibit pass the day of your class

Products: Computer training

Giveaways: Computer classes
Membership to museum

Contact information
Karen Iverson

Sellner Tax Consulting, LLC (#8)

4935 Weston Ln N
Plymouth, MN 55446-1722
Phone: 612-508-4107

Company description: Mark Sellner consults on virtually all areas of business and executive taxation and mergers and acquisitions, including advising large corporate buyers, entrepreneurial and family business sellers, corporate executives, and high net worth individuals.

Products: Tax and research planning

Items at booth: Highlighters

Giveaways: $100 gift card

Contact information
Mark Sellner

Shred Right (#105)

862 Hersey St
St. Paul, MN 55114-1214
Phone: 651-647-3442
Fax: 651-647-1208

Company description: Whether destroying text on paper or data on back-up tapes, protecting your information is as critical as destroying the device it's stored on. With more than 25 years of experience Shred Right specializes in the secure destruction of information stored on all media types, from paper to computer hard drives. With Shred Right, it's about being "The Information Destruction Authority".

Products: Confidential information destruction

Items at booth: Pens

Giveaways: Brookstone Ultra-Thin Travel Speakers

Contact information
Matt Jackson

Sit Mutual Funds (#207)

80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Phone: 800-332-5580
Fax: 612-342-2111

Company description: Sit Mutual Funds offers twelve no-load mutual funds, including eight equity growth funds and four fixed income funds from which to create diversified portfolios. The Funds are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. Sit Mutual Funds are offered through a number of networks and direct through Sit Mutual Funds.

Products: Mutual Funds

Items at booth: Pens, hand sanitizer

Giveaways: $50 Best Buy gift card

Contact information
Steve Benjamin
Phone: 612-359-2554

SUCCESS Computer Consulting (#220) - New this year!

6130 Golden Hills Dr
Golden Valley, MN 55416-1020
Phone: 763-593-3000
Fax: 763-593-7003

Company description: As a Microsoft partner, SUCCESS Computer Consulting is the leading technology solution provider to medium and small businesses and organizations throughout the Twin Cities metro area. We help our clients realize the true promise of technology, with services that range from network support and consulting to Microsoft Office 365 to collaboration, business intelligence and more.

Visit our booth to discover how we can help your firm and your clients achieve more by combining today's technology with a talented, energetic team to show you the way. Stop by to see the latest Microsoft Windows devices and enter for a chance to win a Windows tablet.

Products: Microsoft network consulting and managed support, technology strategy and assessment, security services, collaboration tools, communication and business intelligence/data analytics

Giveaways: Microsoft Windows Tablet

Contact information
Ed Zaret
Phone: Ext. 4124

Tax Materials, Inc. - Publishers of TheTaxBook (#104)

15105 Minnetonka Ind. Rd Ste 221
Minnetonka, MN 55345-2106
Phone: 866-919-5277
Fax: 952-746-5278

Company description: Tax Materials, Inc. publishes TheTaxBook, the number one fast-answer tax book series in America! The fast-answer format, individually tabbed index, and client friendly-content allows users of the TheTaxBook to find answers fast. Tax professionals interested in using the most up-to-date and accurate fast-answer tax book available turn to TheTaxBook!

Products: TheTaxBook

Items at booth: Notepads, client giveaways

Giveaways: Free book given away each day

Contact information
Kyle Nebben
Phone: 952-746-5276

The College of St. Scholastica (#218)

340 Cedar Ave
St. Paul, MN 55105
Phone: 651-298-1015

Company description: Since 1912, St. Scholastica has been offering high quality education that emphasizes the importance of effective communication skills and application of an ethical code to business decision-making. The BA in Accounting program prepares students to sit for the CMA, CIA and, when paired with the 150 credit plan, the CPA exams. A recent source of pride has been the 79% pass rate for students taking the CPA exam in the past year!

For those who already carry the CPA and/or Bachelor's degree credentials, we offer accelerated, application-based MBA, MA in Management, and Dual Degree programs that have wide appeal.

Products: Accounting, MBA, MAM promotion

Items at booth: Screen cleaners, pens

Contact information
Nu Ly
Phone: 651-403-8654

Thomson Reuters (#119-121)

7322 Newman Blvd
Dexter, MI 48130-1557
Phone: 800-968-8900
Fax: 734-426-3750

Company description: The Tax & Accounting business of Thomson Reuters provides the profession's most integrated, comprehensive family of tax and accounting tools. Its unparalleled breadth of knowledge and resources includes professional tax and accounting software, research, training, and more. Offering the CS Professional Suite®, Checkpoint®, Checkpoint Learning, Quickfinder® , and BizActions/PDI Global, as well as comprehensive thought leadership offerings, Thomson Reuters powers smoother workflows, more informed decisions, improved client service, tax and estate planning tools, web and social media content and better results for tax and accounting firms of all sizes.

Contact information

Trust Point Inc. (#126) - New this year!

43 Main St SE Ste 214
Minneapolis, MN 55414-1031
Phone: 612-339-2343
Fax: 612-339-2356

Company description: Trust Point Inc., established in 1913, is an independent trust and investment management firm. Trust Point serves the financial needs of individuals, families, businesses and organizations. Trust Point offers objective investment advice delivered with genuine personal attention by a credentialed team of multi-disciplinary professionals. Clients are served nationwide from their headquarters in La Crosse, WI and their full-service office in Minneapolis, MN. Trust Point is one of the oldest and largest independent trust companies in the region

Services available include but are not limited to the following:
- Trust and Estate
- Investment Management
- Retirement Plan Services
- Financial Planning
- Philanthropic services

Products: Trust and investment management

Contact information
Bill Bosch

U.S. Bank - Platinum Sponsor (#200-201)

7001 France Ave S
Edina, MN 55435-3707
Fax: 952-927-1235

Company description: U.S. Bancorp (NYSE: USB), with $354 billion in assets as of December 31,2012, is the parent company of U.S. Bank, the 5th largest commercial bank in the United States. The Company operates 3,084 banking offices in 25 states and 5,065 ATMs and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions. Visit U.S. Bancorp on the web at

Contact information
Craig Veurink
Phone: 952-927-1275

University of Minnesota - Master in Business Taxation (MBT) (#3)

321 19th Ave S
Minneapolis, MN 55455-0438
Phone: 612-624-7511
Fax: 612-626-7795

Company description: As one of the top graduate tax programs in the nation, the Carlson School Master of Business Taxation program gives you a chance to learn from world-class faculty and - by working closely with the Twin Cities business community - from distinguished professionals with real-life experience and in-depth knowledge of the tax industry.

Products: Master in Business Taxation program (MBT)

Items at booth: Pens, highlighters

Giveaways: Nike pull-over

Contact information
Paul Gutterman
Phone: 612-624-7511

UPS - Affinity Partner (#210)

3312 Broadway St NE
Minneapolis, MN 55413-1709
Phone: 800-325-7000
Fax: 612-378-6655

Company description: MNCPA members can save up to 30% on UPS Express air and international shipments.

MNCPA members can save:
Up to 30% on UPS Next Day Air and Worldwide Express services
Up to 23% on UPS 2nd Day Air services
Up to 23% on UPS 3 Day Select services
No promotional code needed, for complete details or to enroll today!

Products: Exclusive UPS discount benefits to MNCPA members

Contact information
Andrew Bosanec
Phone: 262-785-7248

Venture Bank (#208)

2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0200

Company description: Venture Bank is a community bank, specializing in meeting the banking needs of small to medium sized businesses. We have three locations in the Twin Cities: Bloomington, Golden Valley, and Eagan. Our products include loans, deposits, and cash management services. Exceptional customer service with the delivery of these products is what sets us apart from our competition. Our business clients look to Venture Bank, not only for these products and services, but also as a business resource and advisor for their company.

Products: Financial services

Giveaways: Tablet

Contact information
Dion Muchow
Phone: 651-289-2222

West Bend Mutual Insurance Company (#202)

1900 S 18th Ave
West Bend, WI 53095
Phone: 262-334-6588
Fax: 262-338-5171

Company description: West Bend Mutual Insurance Company, headquartered in West Bend, Wisconsin, provides property/casualty insurance products throughout the Midwest. The company offers a broad personal lines coverage package, a full range of commercial products and services, and insurance for specialty lines. West Bend employs more than 1,000 associates and is represented by approximately 1,200 independent insurance agencies throughout Wisconsin, Illinois, Iowa, Minnesota, Indiana, Ohio, Michigan, Missouri, Kansas, and Kentucky. The company has been rated A (Excellent) or better by A.M. Best since 1971 and is consistently ranked at the top of a nationwide ease-of-doing business survey.

Products: Home and Auto insurance benefits to MNCPA member

Items at booth: Pens, sewing kits, notepads

Giveaways: $275 MasterCard gift card

Wipfli, Cost Segregation Services (#122)

10000 Innovation Dr Ste 250
Milwaukee, WI 53226
Phone: 414-431-9300
Fax: 414-431-9303

Company description: A cost-segregation study provides an in-depth, engineering based analysis of the costs associated with the acquisition, construction, or renovation of a building. A properly done study results in additional depreciation deductions and can help to:

-Accelerate depreciation
-Increase current tax deductions
-Defer income tax
-Increase cash flow

Products: Cost segregation and 179D enery efficient tax deductions

Contact information
Fred Stamm
Phone: 414-788-1714

Wolters Kluwer, CCH (#203-204)

2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 877-224-8396
Fax: 847-267-2873

Company description: CCH, a part of Wolters Kluwer is the leading provider of tax information and software for tax research, planning, compliance, accounting and audit solutions. Some of our market-leading products include: The ProSystem fx Office, IntelliConnect, Accounting Research Manager, Engagement, Knowledge Coach and Portal. CCH is Advancing Business with Best in Process Solutions, Delivering Faster Answers and Better Results.

Products: Integrated tax products and sotware solutions

Contact information
Steve Busch
Phone: 877-267-6119

XCM Solutions/Xpitax (#2)

639 Granite Street
Braintree, MA 02184
Phone: 781-348-5152
Fax: 866-936-6614

Company description: Founded in 2004 by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow automation solutions that increase efficiency, productivity and profitability. The company's management team has drawn on its extensive experience in public accounting and clear understanding of the paper-driven workflow issues facing the profession to develop technology that addresses those challenges.

Products: XCM workflow automation software, Xpitax tax & accounting outsourcing services

Contact information
George Vittori
Phone: 812-483-0547

For Advertisers

TAX14 Sponsors

Platinum Sponsor

Silver Sponsor

Bronze Sponsor

Reception Sponsor

360 Financial logo

Lanyard Sponsor