Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in


 22CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual)

June 20-21, 2022  -  Online

Register

Agenda

Monday, June 20, 2022

8:30 am - 9:50 am

A1. 2022: The Year of Living Dangerously (Economically Speaking)
Field of study Economics - Technical (1.5)
Description Virtually every assumption made at the start of the year has been altered, and new assumptions have also gone out the window. Like it or not, this will be the pattern for the rest of the year. Discuss what, if anything, you can expect at this point.... Read more »

9:55 am - 11:10 am

B1. Minnesota Residency for Estates
Field of study Specialized Knowledge - Technical (1.5)
Description The U.S. retirement market is roughly $30 trillion, and more than half of those assets are held in IRAs and similar defined contribution plans. Financial advisers play a critical role in passing along these assets to clients’ beneficiaries as... Read more »

11:25 am - 12:15 pm

C1. Ethics Update From Both the AICPA and MN BOA
Field of study Regulatory Ethics - Technical (1)
Description Ethics is a happening place. Stay up to date on Minnesota Board of Accountancy (BOA) enforcement and compliance matters and the dynamic issues in the AICPA Code of Conduct. Catch up on the latest developments and ensure you’re in compliance.

1:05 pm - 2:20 pm

D1. How The SECURE Act Changes Retirement (and Other) Planning
Field of study Taxes - Technical (1.5)
Description The ”headline” from the Setting Every Community Up for Retirement Enhancement (SECURE) Act was its changes to the ”stretch” rules for designated beneficiaries, but that’s far from the only change that will impact you and your clients. Learn about... Read more »

2:35 pm - 3:50 pm

E1. Who Knew? Advanced Estate Planning Techniques
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)
Description The current federal estate tax exemption, which is $12.06 million per person, is set to be cut in half as of Jan. 1, 2026. The current Minnesota estate tax exemption amount is $3 million per person. Explore various estate planning strategies to... Read more »

3:55 pm - 4:45 pm

F1. Trusts As Beneficiaries of IRAs
Field of study Taxes - Technical (1)
Description When individuals move from Minnesota to another state or country, two issues are likely to arise both for income and estate tax purposes. First, would Minnesota agree that a residency change actually occurred? Second, how and when are nonresident... Read more »

Tuesday, June 21, 2022

8:30 am - 9:50 am

G1. Successfully Transitioning Wealth: Avoiding the Mo' Money, Mo' Problems Syndrome
Field of study Specialized Knowledge - Technical (1.5)
Description A significant amount of wealth will be transferred from the Baby Boom generation to their children and grandchildren in the next several years. And you’ll assist both the donors and recipients in preparing for the transition. Explore key factors to... Read more »

9:55 am - 10:45 am

H1. Comparing South Dakota, Nevada and Delaware State Trust Situs & Laws
Field of study Specialized Knowledge - Technical (1)
Description Which state is best for your client’s trust? Find out which trust jurisdictions are best-in-class and what makes them stand out. Examine modern trust laws, including modification and decanting statues, directed trusts, asset protection, rule against... Read more »
H2. Transition Planning: How to Assist Aging Parents, Relatives, and Friends
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1)
Description Our nation’s population is living longer and the number of individuals suffering from Alzheimer’s and dementia continue to rise. Elder law planning involves addressing three distinct areas: disability planning, succession planning and asset... Read more »

11:00 am - 12:15 pm

I1. Community Property and the Mobile Client
Field of study Taxes - Technical (1.5)
Description If you have mobile clients, you’ll likely run into community property issues. Community and common property characteristics aren’t left at the state line when entering or leaving a community or common law property state. This is especially true when... Read more »
I2. The Ticking Time Bomb: Don’t Get Caught Without a Succession Plan
Field of study Specialized Knowledge - Technical (1.5)
Description The Baby Boomer generation continues to accelerate toward retirement, leaving a leadership gap in firms that have not carefully considered the transition to the next generation. Successful leadership transitions are critical to the sustainability... Read more »

1:05 pm - 1:55 pm

J1. Holding S Corp Stock in a Trust
Field of study Taxes - Technical (1)
Description Holding S Corporation stock in a trust might be part of an owner's estate, gift and personal financial planning strategy. However, there are strict rules for holding S Corporation stock in a trust without violating the eligible shareholder rules.... Read more »
J2. Changes at the Intersection of Accounting and Investments
Speaker Tom Brakke
Field of study Specialized Knowledge - Technical (1)
Description Accounting and investments are interconnected in critical ways. For starters, accounting standards are used to judge investments and the tax consequences of holding different kinds of investment vehicles are an important part of tax reporting and... Read more »

2:10 pm - 3:25 pm

K1. Paying for College...Without Going Broke!
Field of study Specialized Knowledge - Technical (1.5)
Description College scholarships and grants are based primarily on a family's income, and "income" management is in your wheelhouse. Explore new and innovative ways families can obtain free money and pay for college, including college scholarships and tax... Read more »
K2. Insights on Providing Equity Compensation Guidance
Speaker Bill Dillhoefer
Field of study Taxes - Technical (1.5)
Description Equity compensation is a major wealth-building asset as company stock prices increase over time. However, it is laden with potential risks and tax complexities that require prudent and timely decisions. Learn how to provide clients with strategic... Read more »

3:30 pm - 4:45 pm

L1. Understanding Blockchain and Digital Assets
Speaker Ric Edelman
Field of study Specialized Knowledge - Technical (1.5)
Description Blockchain and digital asset technologies represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this informative session, you’ll gain vital knowledge about blockchain and digital... Read more »
view cart

Search CPE catalog

Event code
Keyword

Advanced search
View all CPE programs

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

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.