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 26CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 16-17, 2026  -  Bloomington, MN and Online

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Agenda

Tuesday, June 16, 2026

8:00 AM - 9:00 AM

A1. Minnesota, the U.S., and Election Season: Economic Trends You Need to Know
Field of study Economics - Technical (1)
Description Explore how Minnesota’s economy fits into the broader national landscape and what shifting trends mean for your work. Gain clarity on key economic indicators, the interplay between state and national conditions and how the upcoming election may... Read more »

9:15 AM - 10:30 AM

B1. Using Trusts as IRA Beneficiaries
Field of study Taxes - Technical (1.5)
Description The U.S. retirement market holds trillions in client wealth, and more of it is poised to transfer to the next generation than ever before. As Baby Boomers age, financial advisors must navigate the complexities of passing IRA assets to beneficiaries... Read more »

10:45 AM - 12:00 PM

C1. Strategies to Maximize Tax-Free Gain Exclusion Using Qualified Small Business Stock
Field of study Taxes - Technical (1.5)
Description Unlock one of the most powerful tax planning opportunities in the Internal Revenue Code with a deep dive into the Qualified Small Business Stock exclusion under Section 1202. Explore the complex and often misunderstood requirements businesses and... Read more »
C2. The New College Financial Landscape: Generational Strategies Around Higher Education
Speaker Cozy Wittman
Field of study Specialized Knowledge - Technical (1.5)
Description Rising college costs continue to challenge families, yet the long term value of a degree remains clear. Understanding how to use saved funds strategically and reduce the price of college can make a significant difference in a family’s financial... Read more »

12:40 PM - 1:55 PM

D1. 10 Critical IRA Errors Advisors Must Avoid
Field of study Taxes - Technical (1.5)
Description IRA rules may look straightforward, but decades of frequent changes have created a maze of requirements that can easily trip up even seasoned professionals. Small missteps by clients, advisors or financial institutions can trigger unnecessary taxes,... Read more »

2:10 PM - 3:00 PM

E1. Incapacity: Planning Before It's Too Late
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1)
Description Estate and disability planning is more than a set of documents — it is a dynamic, ongoing process that protects clients during incapacity and ensures a smooth transfer of assets after death. Explore how coordinated planning helps families avoid... Read more »

3:15 PM - 4:30 PM

F1. Asset Protection & Special Needs Planning
Field of study Specialized Knowledge - Technical (1.5)
Description Rising long-term care costs can leave families overwhelmed as they try to balance appropriate care with preserving hard earned assets. Understanding Minnesota’s Medical Assistance program is essential for navigating eligibility rules, protecting... Read more »

Wednesday, June 17, 2026

8:00 AM - 9:20 AM

G1. Minnesota Estate Tax Update
Field of study Taxes - Technical (1.5)
Description Navigate the evolving landscape of Minnesota’s estate tax system and understand how it shapes effective planning strategies. Explore how exemptions, portability limitations and state-specific rules interact with federal requirements. Gain practical... Read more »

9:35 AM - 10:25 AM

H1. Generation-Skipping Transfer Tax (GST)
Field of study Taxes - Technical (1)
Description Gain clarity on the complexities of the GST tax and how to determine when an election will strengthen a client’s long‑term transfer plan. Explore situations where electing GST treatment provides meaningful advantages and when it can add unnecessary... Read more »
H2. Understanding Social Security and Medicare: Key Strategies for Retirement Planning
Speaker Brian Rudolph
Field of study Specialized Knowledge - Technical (1)
Description More than 70 million Americans rely on Social Security for a portion of their retirement income, yet many individuals remain unsure about how to claim benefits strategically. Choosing when and how to file can have a significant impact on lifetime... Read more »

10:40 AM - 11:55 AM

I1. Asset Ownership and Probate Avoidance: The Importance of Comprehensive Estate Planning
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)
Description Understanding how assets are owned is one of the most critical yet overlooked parts of effective estate planning. Without coordinated planning, even a well‑drafted will or trust may fail to accomplish a client’s goals or avoid unnecessary probate.... Read more »

12:40 PM - 1:55 PM

J1. Top 5 Mistakes of Wealth Planning
Speaker Shelby Anderson
Field of study Taxes - Technical (1.5)
Description High‑net‑worth clients face unique challenges during major planning moments, yet even sophisticated families and advisors can fall into surprisingly common traps. Dive into the top mistakes Clark Capital sees across trust and estate planning,... Read more »

2:10 PM - 3:00 PM

K1. Estate Planning 101 for Professionals
Field of study Taxes - Technical (1)
Description Estate planning intersects with tax, financial and family considerations, making foundational knowledge essential for CPAs who support long‑term client planning. Explore the core components of a basic estate plan, from wills and revocable trusts to... Read more »
K2. Ethics in Estate, Trust and Family Wealth Planning
Field of study Regulatory Ethics - Technical (1)
Description Ethical challenges in estate, trust and wealth planning often arise when professionals work with multiple generations or beneficiaries who share intertwined financial interests. Understanding the AICPA Code of Professional Conduct and the standards... Read more »

3:15 PM - 4:30 PM

L1. Fraud in Estates and Trusts: Red Flags and Schemes
Field of study Specialized Knowledge - Technical (1.5)
Description Fraud in estates and trusts can be difficult to detect, especially when misconduct involves executors, trustees or family members with access to sensitive financial information. Explore real‑world schemes that target estates and trust assets, from... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Emily Stamp
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.