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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.

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2014 exhibitors

360 Financial (#6)

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

Company description: 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 (#8)

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

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

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 Health & Benefits Administration LLC (#110)

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

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 - 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

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

Contact information
Trista Mann

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

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

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

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 2003/2007/2010
  • 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

Contact information
Karen Iverson

Sellner Tax Consulting, LLC (#9)

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 consulting

Items at booth: Highlighters

Giveaways: Two tickets to a sporting event

Contact information
Mark Sellner

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 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: Pens, hand sanitizer

Contact information
Steve Benjamin

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

UPS (#209)

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: Drawing for a 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

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

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