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 21CF-TAXX: MNCPA Tax Conference (TAX21) (Virtual Only)

November 8-10, 2021  -  In-Person and Online

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Agenda

Monday, November 8, 2021

8:00 am - 9:00 am

A1. AICPA State Regulatory and Legislative Update
Speaker Marta Zaniewski
Field of study Business Management & Organization - Non-Technical (1)
Description Kick off the conference with this valuable update direct from the AICPA. Find out which issues are taking priority in the profession and see what’s on the horizon as states begin looking ahead to the 2022 legislative session.

9:20 am - 10:35 am

B1. Federal Individual Tax Highlights
Field of study Taxes - Technical (1.5)
Description Recent tax legislation, including the Consolidated Appropriations Act and the American Rescue Plan, along with updated IRS guidance and court decisions, will affect your individual clients. At this high-level session, identify valuable tax credits,... Read more »
B2. International Tax Issues for Individuals
Field of study Taxes - Technical (1.5)
Description Residents of the United States who live outside U.S. borders face unique considerations when it comes to tax planning and reporting. Learn about current issues and tax planning insights affecting your international clients. Explore international tax... Read more »
B3. Cybersecurity Secrets From the U.S. Federal Government
Speaker Tony Chiappetta
Field of study Specialized Knowledge - Technical (1.5)
Description There’s a big reason ransomware and data breaches are in the news everyday: traditional security methods are ineffective at stopping today’s modern threats. Commonly used data protection methods are only effective about 70% of the time -- but the... Read more »

10:55 am - 12:10 pm

C1. My Client Can’t Pay Their Taxes, Now What? Disputing and Resolving Tax Liabilities
Field of study Taxes - Technical (1.5)
Description Review common tax resolution situations so you can confidently guide clients on their options for resolving outstanding tax obligations and/or reducing their debt. Find out how to respond to various collection letters and how to dispute federal tax... Read more »
C2. Federal Business Tax Highlights
Field of study Taxes - Technical (1.5)
Description Recent tax developments, IRS guidance and court decisions influence the planning landscape for your business clients. Learn how the latest changes, including the Consolidated Appropriations Act and the American Rescue Plan, affect businesses and the... Read more »
C3. Essential Tips to Master Your Virtual and Hybrid Leadership
Field of study Personal Development - Non-Technical (1.5)
Description When the COVID-19 crisis hit full force in March 2020, it sparked a dramatic shift to work-from-home for much of the workforce. As the pandemic continues to carve an uncertain path, your “next normal” likely includes remote work at some level. Now... Read more »

1:00 pm - 1:50 pm

D1. Minnesota Department of Revenue Update
Field of study Taxes - Technical (1)
Description The Minnesota Legislature passed a number of tax law changes this year, many in response to the COVID-19 pandemic. Catch up on these state-specific developments and hear Commissioner Robert Doty discuss the latest happening at the Minnesota... Read more »
D2. Income Tax Issues with Bankruptcy and Cancellations of Indebtedness
Field of study Taxes - Technical (1)
Description CPAs and advisers don't normally have to deal with the complexity of cancelled debts until times get tough. And with ongoing uncertainty amid the pandemic, times are tough for many right now. Make sure you understand the current rules so you can... Read more »
D3. Technology Planning for a Post-Pandemic Environment
Field of study Information Technology - Technical (1)
Description Your technology plan should align with your business plan. But what if your goals are disrupted and suddenly it’s no longer business as usual? In light of COVID-19, it’s time to reconsider your future technology needs. Identify opportunities to... Read more »

2:10 pm - 3:25 pm

E1. The Lifecycle of a Criminal Tax Investigation
Field of study Specialized Knowledge - Technical (1.5)
Description Since the days of Al Capone, IRS Criminal Investigation (CI) has been taking down organized crime syndicates, politicians and average citizens who cheat on their taxes. If you’ve ever wondered how the IRS finds and pursues criminal tax... Read more »
E2. Refunds Are Waiting: Understanding the Employee Retention Credit
Field of study Taxes - Technical (1.5)
Description The Employee Retention Credit (ERC) got little notice in 2020 because those who received Paycheck Protection Program (PPP) loans couldn’t take advantage. But the rules changed and now your clients may actually qualify. Learn about the latest rules... Read more »
E3. CPA Firm Technology Strategies
Field of study Information Technology - Technical (1.5)
Description Given the challenges CPA firms have faced in the last two years, do you have the tech tools you need to move forward successfully? Get an independent overview of key solutions so you can employ a strategic technology plan that’s suited to your... Read more »

3:45 pm - 5:00 pm

F1. Post-Mortem Tax Planning
Field of study Taxes - Technical (1.5)
Description The most valuable tax planning often happens after an individual has died. Brush up on this critical topic so you can effectively administer estates and trusts and apply strategic tax planning opportunities. Explore the various elections available... Read more »
F2. What's Happening in Partnerships and S Corporations in 2021?
Field of study Taxes - Technical (1.5)
Description As COVID-19 relief issues kept our attention in 2020 and 2021, many developments took place in the area of partnerships and S Corporations. Unpack recent court cases, learn about the IRS’s push for more details on basis issues and discover what the... Read more »
F3. Regulatory Ethics
Field of study Regulatory Ethics - Technical (1.5)
Description If you think “same old, same old” when it comes to ethics regulations, it’s time to think again. Changes are on the way. Explore the latest in this technical session with attendee favorite Chuck Selcer. Hear what’s new, what’s coming and how you can... Read more »

10:35 am - 10:55 am

X1. CPACharge Demo
Description Learn now CPACharge can help CPA firms with their online payment solution exclusive to MNCPA members.

1:50 pm - 2:10 pm

X2. Dell Technologies Demo
Description Connect with Dell Technologies to learn about exclusive MNCPA member discounts and obtain information on the latest new trends in technology for your home or office.

3:25 pm - 3:45 pm

X3. TaxExact, Inc. Demo
Description Learn more about how TaxExact, Inc's Saas platform and how it reduces final 1040 review time and improves the client experience.

Tuesday, November 9, 2021

8:00 am - 9:00 am

G1. Current Economic Conditions in Minnesota
Speaker Ronald Wirtz
Field of study Economics - Technical (1)
Description Take an up-to-date look at how Minnesota’s economy is performing and the critical role that labor force will have on future growth. Gain insights on current economic conditions in the nascent recovery among firms, workers and the broader Minnesota... Read more »
G2. Partnership Audit Rules
Field of study Auditing - Technical (1)
Description Partnerships subject to the centralized partnership audit regime -- enacted as part of the Bipartisan Budget Act of 2015 -- face a new world when undergoing an IRS audit or filing an amended tax return. Discover more about what’s happening under... Read more »
G3. Avoid IRS Checkmate: Five Income Tax Must-Knows for Real Estate Owners in 2021
Field of study Taxes - Technical (1)
Description Take an up-close look at critical tax updates in the real estate sector. Get updated on expiring tax laws, new regulations, tax law extensions, changing tax rates and potential changes coming through via the Biden administration. Learn about key tax... Read more »

9:20 am - 10:35 am

H1. Federal Individual Tax Highlights (Repeat of B1)
Field of study Taxes - Technical (1.5)
Description Recent tax legislation, including the Consolidated Appropriations Act and the American Rescue Plan, along with updated IRS guidance and court decisions, will affect your individual clients. At this high-level session, identify valuable tax credits,... Read more »
H2. Buying, Selling and Restructuring a Business
Field of study Taxes - Technical (1.5)
Description The purchase, sale or restructuring of a business comes with a variety of important tax consequences. Get an overview of this critical topic, from succession planning, employment and noncompete agreements to understanding the distinction between... Read more »
H3. Three Keys to Attract and Retain Top Talent
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description As if talent challenges weren't already severe enough, "The Great Resignation" has triggered pent-up turnover as the pandemic starts to subside. The only way to stem the tide of turnover is with intentional leadership focused on this challenge.... Read more »

10:55 am - 12:10 pm

I1. Capital Gain Planning Opportunities in 2022
Field of study Specialized Knowledge - Technical (1.5)
Description 2021 may be a critical year for your clients to front-run potential changes to capital gain rates and implement strategies to mitigate the expected increase. Learn about these anticipated changes and the opportunities and challenges they could bring... Read more »
I2. Federal Business Tax Highlights (Repeat of C2)
Field of study Taxes - Technical (1.5)
Description Recent tax developments, IRS guidance and court decisions influence the planning landscape for your business clients. Learn how the latest changes, including the Consolidated Appropriations Act and the American Rescue Plan, affect businesses and the... Read more »
I3. Unleash Your Peak Performance
Speaker Sarah Elliott
Field of study Personal Development - Non-Technical (1.5)
Description The accounting profession is demanding, with high levels of burnout and exhaustion. When you focus all your energy on serving clients, colleagues and family, your own well-being suffers. Explore how you can optimize your performance and decrease... Read more »

1:00 pm - 1:50 pm

J1. 2021 Minnesota Income Tax Update
Field of study Taxes - Technical (1)
Description Not only did the 2021 Minnesota legislative session deliver another round of retroactive federal conformity, it also brought a new pass-through entity (PTE) tax for the 2021 tax year. This fast-paced session covers final draft 2021 tax forms and... Read more »
J2. Nuts and Bolts of Cryptocurrency Taxation
Field of study Taxes - Technical (1)
Description Form 1040 now includes a front-and-center question about cryptocurrency. It’s no longer a niche topic, but one you must know about to advise your clients effectively. Walk through the tax implications associated with common cryptocurrency-related... Read more »
J3. Developing an Equity Leadership Identity Lens: Starting with Addressing Unconscious Bias
Speaker Naomi Taylor
Field of study Personal Development - Non-Technical (1)
Description To do the hard work of equitable leadership, it must be part of your identity. Cultivating this identity takes intentional self-development and a willingness to work toward your goals. It starts with the individual -- and then the collective -- to... Read more »

2:10 pm - 3:25 pm

K1. Residency Changes Revisited: Living and Working Outside Minnesota
Field of study Taxes - Technical (1.5)
Description Minnesotans increasingly want to work and live outside Minnesota, but changing residency to other states is complicated and requires careful evaluation by an experienced adviser. Explore the impact of changing residency on individual taxpayers,... Read more »
K2. Understanding Schedule K-1 for Partnerships and S Corporations
Field of study Taxes - Technical (1.5)
Description To serve your clients well, you need to be able to prepare Schedule K-1s and use Schedule K-1s provided by other CPA firms. Review the components of Schedule K-1 reporting and key areas that require focus. Learn how to interpret Schedule K-1,... Read more »
K3. You Are Worth It: Billing for Your Advisory Services
Speaker Will Hill
Field of study Business Management & Organization - Non-Technical (1.5)
Description While there is a lot of conversation around advisory services (and rightly so), the conversation about billing for those services is often surface-level only. How do you shift your mindset and your practices from giving away ideas to truly selling... Read more »

3:45 pm - 5:00 pm

L1. Estate Planning in 2022 and Beyond
Field of study Specialized Knowledge - Technical (1.5)
Description 2021 started with the proposal of massive changes to federal tax policy, with many of those changes directed toward wealthy Americans. Explore how this, along with the fiscal stimulus from Congress, could have tremendous estate planning implications... Read more »
L2. Farm Tax Update
Field of study Taxes - Technical (1.5)
Description The agricultural industry is full of special rules and planning considerations. Gain niche insights at this session as you explore tax pitfalls and unique tax opportunities available for farmers. Learn how the latest IRS guidance, court decisions... Read more »
L3. Business Ethics: 2021 Issues
Field of study Behavioral Ethics - Non-Technical (1.5)
Description Ethical leadership matters. Gain guidance on how to be a more effective and ethical leader as you walk through the ethics rules and regulations that apply to CPAs. Inspect various ethical violations involving CPAs and other business professionals so... Read more »

10:35 am - 10:55 am

Y1. Dell Technologies Demo
Description Connect with Dell Technologies to learn about exclusive MNCPA member discounts and obtain information on the latest new trends in technology for your home or office.

1:50 pm - 2:10 pm

Y2. TaxExact, Inc. Demo
Description Learn more about how TaxExact, Inc's Saas platform and how it reduces final 1040 review time and improves the client experience.

3:25 pm - 3:45 pm

Y3. CPACharge Demo
Description Learn now CPACharge can help CPA firms with their online payment solution exclusive to MNCPA members.

Wednesday, November 10, 2021

8:00 am - 9:00 am

M1. International Tax Issues for Business Entities
Speaker Mayra Pena, CPA
Field of study Taxes - Technical (1)
Description Take a high-level look at common tax forms -- as well as misconceptions and mistakes with those forms -- for businesses operating internationally. Get updated on the anticipated tax administration changes due to policy shifts, including changes to... Read more »
M2. The Employee Retention Tax Credit: Latest Developments
Field of study Taxes - Technical (1)
Description The Employee Retention Tax Credit (ERTC) was expanded in 2021 to encourage small businesses to invest in new opportunities and to offer more money per employee to businesses for keeping staff on the payroll. Under the recovery startup provision,... Read more »
M3. Tax Ethics Case Studies
Field of study Regulatory Ethics - Technical (1)
Description Ethical lapses are expensive for your practice and pose a significant threat to your reputation. Because ethics are key to a profitable tax practice, make sure you know how to identify and resolve tax ethics issues. Review the AICPA's Statements on... Read more »

9:20 am - 10:35 am

N1. Passive Activity Code Sections: Deep Dive
Field of study Taxes - Technical (1.5)
Description The rules and regulations associated with passive activities under Section 469 are complicated. Look at the practical aspects of this topic and sharpen your skills in handling the pragmatic issues. Explore the fundamentals, planning opportunities... Read more »
N2. Choosing the Right Business Entity
Field of study Taxes - Technical (1.5)
Description The Tax Cuts and Jobs Act landed with new considerations for choosing a business entity, and additional considerations could be on the way. The tax rate for C Corporations was lowered to 21%, and the Section 199A deduction offered pass-through... Read more »
N3. Refocusing on Workplace Connections: New Hires and Beyond
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description Connection is a primary reason employees leave -- or remain with -- a company. That connection impacts every part of work life, from onboarding to retention, engagement, productivity and employee wellness. Uncover insights about team connections,... Read more »

10:55 am - 12:10 pm

O1. Planning for Proposed 2022 Tax Changes
Field of study Taxes - Technical (1.5)
Description President Biden is proposing changes in the tax code. Learn about those changes, including the American Jobs Plan, the American Families Plan and other recent developments. Session will include any pertinent updates related to the infrastructure... Read more »
O2. Understanding the New State Pass-Through Entity Tax Regimes: Planning and Potential Pitfalls
Field of study Taxes - Technical (1.5)
Description Since the Tax Cuts and Jobs Act brought about a $10,000 limitation on individual state and local tax deductions (aka the SALT cap), twenty states have adopted new pass-through entity (PTE) tax regimes, shifting the incidence of tax from the owner to... Read more »
O3. Hybrid Work and Cybersecurity for Small Firms
Field of study Information Technology - Technical (1.5)
Description Hybrid and remote work opportunities are the present and the future. But there’s more to it than simply digitizing your manual processes. Additionally, having employees work offsite comes with new risks you must prepare for. In this session for... Read more »

1:00 pm - 1:50 pm

P1. 2021 Minnesota Income Tax Update (Repeat of J1)
Field of study Taxes - Technical (1)
Description Not only did the 2021 Minnesota legislative session deliver another round of retroactive federal conformity, it also brought a new pass-through entity (PTE) tax for the 2021 tax year. This fast-paced session covers final draft 2021 tax forms and... Read more »
P2. SALT Nexus Update
Field of study Taxes - Technical (1)
Description With Wayfair three years behind us, many companies are reevaluating their state and local taxation footprint. Due to the rising popularity of telecommuting from various states, that evaluation process is increasingly complex. Examine the triumphs... Read more »
P3. Optimizing Tax Workflow and Practice Management
Field of study Business Management & Organization - Non-Technical (1)
Description As you face the dual challenge of staff shortages and commoditizing prices, your firm must become more efficient to thrive. Learn about Lean Six Sigma principles that can optimize your workflow, which in turn improves productivity and client... Read more »

2:10 pm - 3:25 pm

Q1. Minnesota Legislative and Professional Issues Update
Field of study Business Management & Organization - Non-Technical (1.5)
Description Keep tabs on the key issues affecting the accounting profession so you can be ready for whatever comes next -- which is sure to involve more change. The MNCPA is tracking the Minnesota Legislature, DOR, Board of Accountancy and other developments... Read more »
Q2. CARES Act Update
Speaker Tom McCarr
Field of study Taxes - Technical (1.5)
Description Hindsight may not be 20/20 when it comes to the year 2020, but the CARES Act dust has settled a bit. Gain clarity on this major legislation and its federal tax implications. Explore the latest CARES Act technical updates, practical applications and... Read more »
Q3. Critical Thinking Masterclass for CPAs
Speaker Toby Groves
Field of study Personal Development - Non-Technical (1.5)
Description Prepare to make radical leaps in your critical thinking. In a world of rapid change and unreliable information, you need the ability to separate fact from fiction, recognize flawed assumptions and maintain clarity under pressure. Learn how to audit... Read more »

3:45 pm - 5:00 pm

R1. A Complaint-Free World
Speaker William Bowen
Field of study Personal Development - Non-Technical (1.5)
Description We’re inundated with complaints from coworkers, clients, customers and family members every day. If you pay attention, you’ll likely find that you’re contributing to the complaint count in the world, too. In this inspiring closing keynote, take a... Read more »

10:35 am - 10:55 am

Z1. TaxExact, Inc. Demo
Description Learn more about how TaxExact, Inc's Saas platform and how it reduces final 1040 review time and improves the client experience.

1:50 pm - 2:10 pm

Z2. CPACharge Demo
Description Learn now CPACharge can help CPA firms with their online payment solution exclusive to MNCPA members.

3:25 pm - 3:45 pm

Z3. Dell Technologies Demo
Description Connect with Dell Technologies to learn about exclusive MNCPA member discounts and obtain information on the latest new trends in technology for your home or office.
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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

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