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21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)

June 14-15, 2021  -  In-Person and Online

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Agenda

Monday, June 14, 2021

8:00 am - 9:20 am

A1. A Case Study in Caution: Navigating Blended Families in the Modern Era
Field of study Specialized Knowledge - Technical (1.5)
Description The modern family brings a new set of challenges for advisers, especially when complex family dynamics are involved. Elder abuse is on the rise, and you’re uniquely positioned to recognize and prevent it. Learn to determine your clients’ mental... Read more »

9:35 am - 10:50 am

B1. Roth IRAs: Old Dogs New Tricks, Including Step-up Tax-Free
Field of study Specialized Knowledge - Technical (1.5)
Description Roth IRAs have been around a while, but a new administration, coupled with regulations like the SECURE and CARES Acts, make Roth analysis even more relevant. Discover the mathematical superiority of Roths, how integrations Roths can be valuable in... Read more »
B2. Tax Consequences of Selling a Closely Held Business
Field of study Taxes - Technical (1.5)
Description The sale of an S Corporation or a limited liability company comes with a variety of tax consequences. Get an overview of succession planning, learn how to structure a tax-efficient sale and differentiate between capital gains and ordinary income and... Read more »

11:05 am - 12:20 pm

C1. Tax Aspects of Charitable Gifts After the CARES and SECURE Acts
Field of study Taxes - Technical (1.5)
Description Charitable giving has been impacted by the CARES and SECURE Acts. Learn about the structure and tax consequences of charitable gifts of securities, closely held business interests (C Corporations, S Corporations, partnerships), retirement plans,... Read more »
C2. Smooth Sailing Into Medicare
Speaker Allison Kraus
Field of study Specialized Knowledge - Technical (1.5)
Description Medicare is a key component of retirement planning for many people. Get your questions answered and learn how your clients can make the transition to Medicare as smooth as possible. Explore available supplemental options, learn about eligibility,... Read more »

1:05 pm - 1:55 pm

D1. Estate Planning for Retirement Benefits in a Post-SECURE World
Field of study Taxes - Technical (1)
Description The SECURE Act has upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. What are the planning options still left for a client leaving retirement benefits for the... Read more »

2:10 pm - 3:00 pm

E1. 200+ Best (and Worst) Planning Ideas for Your Client's Retirement Benefits
Field of study Specialized Knowledge - Technical (1)
Description Your clients are bombarded with dreams and schemes designed to reduce the taxes on their retirement plans. Which of these work and which do not? Learn how to evaluate the latest ideas (and separate the fool-proof from the foolhardy), plus dozens of... Read more »

3:15 pm - 4:30 pm

F1. Residency Update: Consequences of Living and Working Outside Minnesota
Field of study Taxes - Technical (1.5)
Description Now that working remotely has become the new normal, many Minnesotans have started thinking about spending winters somewhere warm. Should they change their residency to save on income taxes? As a result, companies are dealing with a variety of state... Read more »
F2. Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce
Field of study Specialized Knowledge - Technical (1.5)
Description Divorce can require the review of estate plans; the sale of personal residences; income and gift tax related to property settlements; dividing charitable remainder trusts; determining liability for joint income tax returns; tax consequences of... Read more »

Tuesday, June 15, 2021

8:00 am - 9:20 am

G1. The Biden Tax Plan: Proposed Changes and Planning Opportunities
Field of study Taxes - Technical (1.5)
Description The beginning of 2021 brought a new president and a change of control in the Senate. Explore President Biden’s proposed tax plan with a focus on individual income tax, estate tax and investment taxation. Learn about the major changes outlined by the... Read more »

9:35 am - 10:25 am

H1. Estate Planning in the Age of COVID-19
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1)
Description How has COVID-19 impacted estate planning? From getting signatures to gaining access to residents in care facilities to traditional health care directives, advisers continue to navigate unexpected challenges. Discover new ideas and strategies you... Read more »
H2. FAFSA Changes that WILL Impact Your Clients
Speaker Cozy Wittman
Field of study Specialized Knowledge - Technical (1)
Description The COVID-19 relief bill passed at the end of 2020 included some significant changes to the Free Application for Federal Student Aid (FAFSA). These changes, combined with other recent adjustments — how colleges award scholarships, ACT testing... Read more »

10:40 am - 11:55 am

I1. Concentrated Positions: Strategies and Tactics
Field of study Specialized Knowledge - Technical (1.5)
Description Many investors have concentrated position — either in employer company stock, legacy holdings or inherited positions. The tax and financial considerations are significant. Explore common investment strategies, as well as some more interesting tax... Read more »
I2. Digital Assets
Field of study Specialized Knowledge - Technical (1.5)
Description Digital assets — including email, social media accounts, financial accounts, online music and video streaming accounts, cloud storage, rewards programs and more — are commonplace, but many people don’t include them in their estate plans. Help your... Read more »

12:40 pm - 1:55 pm

J1. 10 Critical IRA Errors
Field of study Specialized Knowledge - Technical (1.5)
Description For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly — and deceptively — complex. Each year, client mistakes, adviser errors and oversights... Read more »

2:10 pm - 3:00 pm

K1. Demystifying Distributable Net Income (DNI)
Field of study Specialized Knowledge - Technical (1)
Description Discuss how distributable net income (DNI) gets allocated among beneficiaries of simple and complex trusts. Learn the theory and how the Internal Revenue Code defines DNI. Using sample calculations, review how DNI gets reported on Form 1041, how... Read more »
K2. Taxation of Second Homes and Vacation Properties
Field of study Taxes - Technical (1)
Description Learn about the taxation of second homes and vacation properties used for both personal and rental purposes. Address personal vs. business use, the impact of work-from-home use and state tax residency considerations. Plus, explore other tax... Read more »

3:15 pm - 4:30 pm

L1.The 2021 Economy: Transitioning, But to What?
Field of study Economics - Technical (1.5)
Description Sooner or later, the economy will start a real recovery. But what will that look like? Some semblance of normal is bound to return, but some permanent changes have taken place as well. Unpack the economic impact of COVID-19 and recent legislation... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

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