Betsy Adrian
Minnesota Society of CPAs
Bloomington, MN

• Session H3: Fri., 9:25 a.m.
  H3. Minnesota Legislative and Regulatory Update

Stuart Bear, JD
Chestnut & Cambronne, P.A.
Minneapolis, MN

• Session K1: Fri., 2:45 p.m.
  K1. Elder Care Planning

Andrew Biebl, CPA
LarsonAllen LLP
New Ulm, MN

• Session 11: Thurs., 5:00 p.m.
  11. "Meet the Speakers" Reception
• Session B1: Thurs., 9:00 a.m.
  B1. Federal Individual Tax Highlights
• Session C2: Thurs., 10:45 a.m.
  C2. Federal Business Tax Highlights
• Session D2: Thurs., 1:00 p.m.
  D2. Farm Tax Update
• Session G1: Fri., 8:00 a.m.
  G1. Federal Individual Tax Highlights (Repeat of Session B1)
• Session I2: Fri., 10:45 a.m.
  I2. Federal Business Tax Highlights (Repeat of Session C2)

Eve Borenstein, JD
Borenstein and McVeigh Law Office LLC
Minneapolis, MN

• Session J2: Fri., 1:00 p.m.
  J2. Welcome to the Form 990 Redesign

Natalie Choate, Esq.
Nutter McClennen & Fish LLP
Boston, MA

• Session 11: Thurs., 5:00 p.m.
  11. "Meet the Speakers" Reception
• Session D1: Thurs., 1:00 p.m.
  D1. Trusts and the Minimum Distribution Rules
• Session E1: Thurs., 2:45 p.m.
  E1. Trusts and Retirement Benefits: Advanced Topics
• Session F1: Thurs., 3:45 p.m.
  F1. The 100 Best & Worst Planning Ideas for Your Client's Retirement Benefits

Rick Darvis, CPA, CCPA
National Institute of Certified College Planners
Plentywood, MT

• Session J1: Fri., 1:00 p.m.
  J1. Using the Internal Revenue Code to Pay for College

Stephen Dennis, CPA/ABV, JD
Baune Dosen & Co., PLLP
Minneapolis, MN

• Session C3: Thurs., 10:45 a.m.
  C3. Tax Impact of Family Law

Ward Einess
Minnesota Department of Revenue
St. Paul, MN

• Session E3: Thurs., 2:45 p.m.
  E3. What's Going On at the Department of Revenue?

Geno Fragnito
Minnesota Society of CPAs
Bloomington, MN

• Session H3: Fri., 9:25 a.m.
  H3. Minnesota Legislative and Regulatory Update

Jerome Geis
Briggs & Morgan
Saint Paul, MN

• Session 11: Thurs., 5:00 p.m.
  11. "Meet the Speakers" Reception
• Session C1: Thurs., 10:45 a.m.
  C1. Annual Minnesota Tax Roundup

Jon Govin, CPA, PFS, CFP, AIF
Wade Financial Group
Minneapolis, MN

• Session E4: Thurs., 2:45 p.m.
  E4. Fiduciary Responsibility: Practical Applications for Consumers and Retirement Plan Sponsors

Paul Gutterman, JD, LL.M, CPA
University of Minnesota - MBT Carlson School of Management
Minneapolis, MN

• Session H1: Fri., 9:25 a.m.
  H1. The Art of Tax Research

Allan Koltin, CPA
PDI Global, Inc.
Chicago, IL

• Session B4: Thurs., 9:00 a.m.
  B4. Modern Approaches for Different Kinds of Partners: Equity, Income, Contract, Merged-In or Part-Time
• Session C4: Thurs., 10:45 a.m.
  C4. Recruiting and Retention
• Session D4: Thurs., 1:00 p.m.
  D4. Succession Planning and Development of Future Leaders
• Session F4: Thurs., 3:45 p.m.
  F4. Top Ten Characteristics of Successful CPA Firms and Partners

Sharon Kreider, CPA
Kreider CPA
Sunnyvale, CA

• Session B3: Thurs., 9:00 a.m.
  B3. Tax Impact of Foreclosures for Homeowners and Investors

Keith Loveland, JD, AIFA(R), CIDA
Loveland Consulting
Minneapolis, MN

• Session D3: Thurs., 1:00 p.m.
  D3. Ethics: Living Within the New Code

Michael Mares, CPA/ABV, JD
Mares Nichols CPE, Inc.
New Castle, PA

• Session H2: Fri., 9:25 a.m.
  H2. To Be Or Not To Be? More Likely Than Not
• Session I3: Fri., 10:45 a.m.
  I3. Risk Management: Want to Get Sued? Do Nothing
• Session K2: Fri., 2:45 p.m.
  K2. 1031 Like-Kind Exchanges: Why Pay Now When You Can Pay Later?

E. Lynn Nichols, CPA
Mares Nichols CPE, Inc.
New Castle, PA

• Session B2: Thurs., 9:00 a.m.
  B2. FLPs Done Right: Dodging the Taxman's Bullet
• Session E2: Thurs., 2:45 p.m.
  E2. Bankruptcy and Foreclosure: All Is Not Lost
• Session F2: Thurs., 3:45 p.m.
  F2. Pass-Through What??? Issues and Answers

Maureen Pechacek, CPA
PricewaterhouseCoopers, LLP
San Diego, CA

• Session F3: Thurs., 3:45 p.m.
  F3. Multistate Income Update and Hot Topics: Navigating the Constant Change

Christopher Romans, CPA, MBA
PricewaterhouseCoopers, LLP
Minneapolis, MN

• Session F3: Thurs., 3:45 p.m.
  F3. Multistate Income Update and Hot Topics: Navigating the Constant Change

Charles Selcer, CPA
Schechter Dokken Kanter, CPAs
Minneapolis, MN

• Session K3: Fri., 2:45 p.m.
  K3. Ethics: Where The Action Is

Mark Sellner, CPA, JD, LLM
University of Minnesota - MBT Carlson School of Management
Minneapolis, MN

• Session J3: Fri., 1:00 p.m.
  J3. How to Conduct a Tax Practice Inspection

Sheldon Smith, JD, LLM (taxation)
Holme Roberts & Owen LLP
Denver, CO

• Session G3: Fri., 8:00 a.m.
  G3. Boomers on the Doorstep: What Do We Do About Decumulation?

Thomas Stephens, CPA, CITP
K2 Enterprises
Hammond, LA

• Session G4: Fri., 8:00 a.m.
  G4. Technology Update
• Session H4: Fri., 9:25 a.m.
  H4. Collaboration Tools
• Session I4: Fri., 10:45 a.m.
  I4. Paperless Done Right
• Session J4: Fri., 1:00 p.m.
  J4. PDFs: Essential Tips, Features and Tools

John Surgent, CPA
Surgent McCoy CPE, LLC
Devon, PA

• Session G2: Fri., 8:00 a.m.
  G2. Business Tax Planning Mistakes and How to Fix Them
• Session I1: Fri., 10:45 a.m.
  I1. Individual Tax Planning in an Election Year

Greg Williams
Jenux Technologies
Minnetonka, MN

• Session K4: Fri., 2:45 p.m.
  K4. Information Security Compliance for Financial Services