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8150 N Central Expressway, Ste 500
Dallas, TX 75206
Phone: 800-959-8461
Fax: 214-265-6734
Web: http://www.1stglobal.com/aboutus/profiles_bd.asp?0
Company description: 1st Global has the privilege of helping specially selected, high-achieving CPA, tax and estate planning firms adopt and implement the essential capabilities to provide world-class total wealth management services to both emerging affluent and affluent families.
Products: Wealth management services
Contact: Steve Andros
E-mail: Sandros@1stglobal.com
2610 University Ave W Ste 450
St. Paul, MN 55114-1055
Phone: 651-287-0187
Fax: 651-287-0190
Web: http://www.accountabilitymn.org
Company description: AccountAbility Minnesota (AAM), a community-based nonprofit organization, is celebrating its 38th year of providing free tax and financial services to low and moderate-income taxpayers and sole proprietors in the Twin Cities' area and across Greater Minnesota. In 1971, AAM's Taxpayer Services programs were established with the belief that an individual's access to tax assistance and, by extension, important financial supports applied for through a tax return, should not depend solely on his or her ability to pay for such services.
Highlights of 2009 Statewide Accomplishments:
- 17,000 low-income taxpayers received free tax assistance
- $28.8 million in cash refunds returned to low and moderate-income Minnesota families
- 700 volunteers gave 20,500 hours to prepare over 37,400 tax returns
Products: Volunteer opportunities for MNCPA members
Contact: Beth Albrecht
Phone: Ext. 103
E-mail: Ealbrecht@accountabilitymn.org
4530 W 77th St Ste 240
Edina, MN 55435-5091
Phone: 952-920-5287
Fax: 952-920-5305
Web: http://www.aca-accountants.org
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: Recovery services for accountants
Contact: Diane Naas
E-mail: DianeNaas@aca-accountants.org
8100 Cedar Ave S
Bloomington, MN 55425-1803
Phone: 952-854-1700
Fax: 952-814-5899
Web: http://www.accountant.adp.com
Company description: Preferred Payroll Service Provider of the MNCPA
As a member of the Minnesota Society of CPAs, you are entitled to these valuable benefits from ADP:
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
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, along with their interactive forms library
Free and discounted CPE courses are available through our partnerships with CCH, a Wolters Kluwer business, and SmartPros.
Please visit our website for more information regarding our products, services and tools designed specifically for accountants and their clients.
Products: Payroll & Tax Filing, Human Resource Compliance
Items at booth: Pens, pencils
Giveaways: $500 gift card
Contacts: Scott Poeschl, 952-814-5854
E-mail: Scott_poeschl@adp.com
2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 952-440-9900
Fax: 952-440-9901
Web: http://www.cchgroup.com
Company description: CCH products track, report, explain and analyze tax and related law in over approximately 700 publications in print and electronic form for tax, accounting, legal, human resources, banking, securities, insurance, government and health care professionals.
Products: Integrated tax information and software solutions
Items at booth: Pens, letter openers, trendy care kits
Giveaways: $50 American Express gift card
Contact: Steve Busch
5500 Wayzata Blvd Ste 910
Golden Valley, MN 55416-3553
Phone: 952-345-4140
Fax: 952-417-9028
Web: http://www.certespros.com
Company description: Certes Financial Pros, a provider of senior level financial staffing to Twin Cities companies needing interim, project, and permanent placement support, is based in Golden Valley, Minnesota. In November 2007, Certes joined the Staffing Now family of companies to become their platform for senior level growth in the finance and accounting market nationally. Staffing Now ranks among the top 100 U.S. staffing companies and was recently named to Staffing Industry Analysts' list of the fastest growing private staffing companies in the U.S. Visit www.certespros.com and www.staffingnow.com for more information.
Products: Sr. Level Financial Staffing - contract, contract to permanent & permanent placement
Items at booth: Pens, candy
Giveaways: Vacation Stay
Contact: Sally Mainquist
Phone: 952-345-4140
E-mail: Smainqusit@certespros.com
2601 Misson St
San Francisco, CA 94110
Phone: 866-340-5652
Fax: 800-798-0573
Web: http://www.emochila.com
Company description: Emochila specializes in website design and development for CPA firms and accountants throughout the nation. Currently, thousands of CPA and accounting firms benefit from our expertise in website design, our web tools for the accounting industry, and our unique website software. We are committed to creating a 100% unique web design that reflects the professionalism you want your prospective clients to see. We employ San Francisco's top designers from the premier web designing schools to improve your firm's image and represent your professionalism through your website.
Products: Web sites for accountants
Items at booth: Magnets
Contact: Cameron Hendrick
E-mail: Sites@emochila.com
7600 Parklawn Ave
Edina, MN 55435-5125
Phone: 952-831-6600
Fax: 952-831-1828
Web: http://www.fidelitybankmn.com
Company description: Fidelity Bank is an independent, privately owned business bank founded in 1970. Our clients are our best advertising. Here are the primary reasons they choose Fidelity Bank. We recognize the importance of experience, character and commitment on the part of the principals of the businesses we serve. We are creative and flexible in structuring loans and offer a wider array of services to help you with all areas of financial management.
Products: Banking
Contact: Steve Stoup
Phone: 952-831-6600
E-mail: Steves@fidelitybankmn.com
4600 W 77th St Ste 105
Edina, MN 55435-4903
Phone: 952-893-1933
Fax: 952-893-1819
Company description: H. Robert Anderson
Products: Professional liability insurance for accounting firms
Giveaways: $50 Office Depot Gift Card
Contact: Theresa Anderson
Phone: 952-893-1933
E-mail: Theresa@hrandersoninsurance.com
5000 N Parkway Calabasas Ste 303
Calabasas, CA 91302-3911
Phone: 818-591-0744
Fax: 818-591-0750
Company description: Hunter Hamilton Professional Resources provides senior level permanent and contract finance and accounting consultants with proven industry expertise. At Hunter Hamilton, we achieve results for our clients by drawing on our extensive internal experience with executive placement in the finance and accounting industries. We also maintain a comprehensive understanding of the ever-changing labor market and current industry trends
Products: Contract services, direct hire search, project consulting
14985 Glazier Ave Ste 645
Eagan, MN 55124-7825
Phone: 952-891-6363
Web: http://www.libertymutual.com/darlenevonarx
Company description: The MNCPA sponsored insurance program features a broad array of personal lines of insurance coverages for automobile, homeowners/renters, seasonal dwellings, recreational vehicles, boats/yachts, and coverage for your unique possessions such as jewelry, fine art and collectibles. Our program has a special appeas for CPA's and accountants because it offers distinctive products and services not typically offered by standard insurance companies, such as excess liability coverage with limits up to $10 million and uninsured/underinsured motorist protection coverage with limits up to $1 million.
The Auto & Homeowners' Insurance Program is offering these products to MNCPA members at a special discounted group rates* in Minnesota and other states across the country, and features complimentary consultative guidance from experienced personal insurance advisors.
Products: Auto/Home benefit for MNCPA members
Contact: Darlene Von Arx
Phone: Ext. 65242
E-mail: Darlene.vonarx@libertymutual.com
333 S 7th St Ste 1600
Minneapolis, MN 55402-2427
Web: http://www.mncpa-insurance.com
Company description: Insurance companies have 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
Professional liability
Business owners package
Workers' compensation
Products: MNCPA Insurance provider
Items at booth: Highlighter pens
Giveaways: $25 American Express gift card
Contacts: John Collentinte, 612-692-7655
E-mail: John.t.Collentine@marshpm.com
332 Minnesota St Ste E200
651-296-6141
St. Paul, MN 55101-1349
Phone: 651-296-6141
Fax: 651-296-0050
Web: http://www.uimn.org
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 Department of Employment and Economic Development (DEED) supervises and administers the UI program.
Products: Unemployment insurance
Contacts: Gary Johnson, 651-259-7220
E-mail: Gary.C2.Johnson@state.mn.us
2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0874
Web: http://www.newgateschool.org
Company description: Newgate 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 Education Center 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-deeductible vehicle donations used for auto repair training
Contacts: Mike Nesvacil, 612-378-0177
E-mail: Mjnesvacil@newgateschoo
1051 W Ave M Ste 201
Lancaster, CA 93534
Phone: 661-951-9200
Fax: 661-951-3875
Web: http://www.officetoolspro.com
Company description: Office Tools Professional is an Independent Software Vendor that utilizes Microsoft Technologies to provide high-quality resources to aid small business owners / managers in managing their business. We provide information through written media, podcasts and internet web sites. We provide community through conferences, Blogs and chat rooms. We provide training resources through multimedia, web sites and conferences and we provide software tools equipping users and helping them improve performance and efficiencies.
Products: Practice Management Software
Contact: Matthew Carberry
E-mail: MatthewC@officetoolspro.com
1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080
Web: http://www.paychex.com
Company description: Paychex, Inc. is a recognized leader in the payroll and human resource industry, serving approximately 572,000 businesses nationwide. With president and chief executive officer Jonathan J. Judge at the helm, the Paychex commitment to customers remains as strong today as it was when the company was founded by B. Thomas Golisano in 1971.
Products: Payroll & Human Resource services
Contacts: Holly Bauers, Travis Emery, Mike Grimaldi
E-mail: Hbauers@paychex.com
7555 Market Place Dr
Eden Prairie, MN 55344-3637
Phone: 952-947-9711
Fax: 952-947-9793
Web: http://www.rja.com
Company description: For more than half a century individuals, families, and businesses have trusted the RJ Ahmann Company to protect them and preserve their wealth. Our employees have the skill and professionalism to accommodate all your insurance needs. As an Independent Insurance Agency, we currently do business with over 50 insurance companies. All of them compete for the privilege of serving RJ Ahmann Company clients.
Products: AICPA endorsed insurance & risk management products
Contact: Amy Hairston
Phone: 952-947-9753
E-mail: Ahairston@rja.com
8400 89th Ave N Ste 430
Brooklyn Park, MN 55445-1878
Phone: 952-893-0080
Fax: 952-893-0090
Web: http://www.shredit.com
Company description: Shred-it Minnesota is a locally owned division of Shred-it International. Shred-it Minnesota has 26 custom shredding trucks that are used to collect and destroy materials. Nobody has more knowledge and technology to destroy your valuable information. We stand alone in the on site cross cut destruction of paper, electronic media, and hard drives. Shred-it provides the most secure destruction in the industry. Visit our website at www.shredit.com. Shred-it helps to protect the most valuable asset-your name.
Products: Secure document destruction
Items at booth: Pens, post-its
Giveaways: $50 Gift card
Contact: Cindy Wootten
E-mail: Cwootten@mn-shredit.com
80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Phone: 800-332-5580
Fax: 612-342-2111
Web: http://www.sitfunds.com
Company description: Sit Mutual Funds offers eleven no-load mutual funds, including eight equity growth funds and three 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: Hand sanitizer
Contact: Steve Benjamin
Phone: 612-359-2554
E-mail: Spb@sitinvest.com
2302 International Ln
Madison, WI 53704-3136
Phone: 800-422-4661
Fax: 608-241-4584
Web: http://www.tasconline.com
Company description: TASC (Total Administrative Services Corporation) provides complete third-party administrative services for nationally known products and services. Our Microbusiness division offers tax saving services such as AgriPlan and BizPlan (Section 105), as well as planning services such as RetirEez (Ind 401k) and LEGACYguard (Estate Planning). Our Group division provides employee benefits administration, offering products such as FlexSystem (Section 125 FSA), COBRAToday, ERISAEdge, FMLAMatters, DirectPay (HRA), and RetireRite.
Products: AgriPlan/BizPlan
Giveaways: $50 Target gift card
Contacts: Josh Vrieze, x4713
E-mail: Joshv@tasconline.com
15105 Minnetonka Industrial Rd Ste 22
Minnetonka, MN 55345-2103
Phone: 866-919-5277
Fax: 952-746-5278
Web: http://www.thetaxbook.com
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 Series, Web CDs, Client tax tools, Fast Tax
Items at booth: Scratch Pads, donation trackers, calendars
Contact: Jacob Meyer
E-mail: Jacob@thetaxbook.com
445 Lake St E Ste 320
Wayzata, MN 55391-1672
Phone: 952-475-4304
Web: http://www.fa.smithbarney.com/amentgroup
Company description: The Ament Group at Morgan Stanley Smith Barney is experienced in assisting affluent and high net worth individuals through the process of designing, implementing and managing comprehensive wealth management plans and strategies that are tailored to their needs.
We work in a collaborative fashion with CPA's and Estate Planning Attorneys - using an integrated approach to craft thoughtful solutions that are designed with the client's total financial picture in mind.
Products: CPA Professional Alliance Program (PAG)
Customized Business Retirement Plans
AG Income Generation Strategy
AG Wealth Accumulation Strategy
Business Owner Exit and Recapitalization Strategies
Giveaways:
Contacts: Jeff Ament, Dan Ament
E-mail: Jeff.Ament@smithbarney.com
610 Opperman Dr
Eagan, MN 55123-1340
Phone: 651-687-7000
Fax: 651-687-7915
Web: http://www.ria.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of solutions for accounting, tax and corporate finance professionals. At Tax & Accounting, we develop industry-leading software, services and informational tools to enable the customers we serve to take full advantage of advanced technology and streamline their workflow processes. Every day, we fulfill our mission of improving the productivity and profitability of accounting, tax and corporate finance professionals by rethinking traditional processes, leveraging cutting-edge technology and providing the most accurate and insightful research available
Products: Tax & Accounting research software
Contact: Dan McCarthy
E-mail: Dan.mccarthy@thomsonreuters.com
7322 Newman Blvd
Dexter, MI 48130-1557
Phone: 800-968-8900
Fax: 734-426-3750
Web: http://www.cs.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals. The CS Professional Suite® and Enterprise Suite™ of software and services from Thomson Reuters represent the most advanced suites available and enable firms to achieve unprecedented levels of productivity and profitability.
Products: Tax & Accounting software and services
Contact: Scott Fleszar
E-mail: Cs.sales@thomson.com
2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0280
Web: http://venturebankonline.com
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: Small business banking
Contact: Dion Muchow
Phone: 651-289-2222
E-mail: Dmuchow@venturebankonline.com
Preferred Payroll
Service Provider
of the MNCPA
Fun
& Games
There is more to do outside the classroom. Play Walk & Talk
Bingo, meet exhibitors and win great prizes.
Second Harvest fund drive
Help feed Minnesota families by participating in this special fund drive organized by the MNCPA and tax10 planning task force.
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