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Agenda

Monday, November 18, 2019

8:00am - 8:50am

Field of study Taxes - Technical (1)
Description Hear directly from Commissioner Rettig about his vision for improving the Internal Revenue Service and tax administration. Learn about the incorporation of the Taxpayer First Act and the commissioner’s plans to modernize the IRS through the... Read more »

9:10am - 10:25am

Field of study Taxes - Technical (1.5)
Description In this high-level overview, learn about recent updates to the Tax Cuts and Jobs Act and its effects on individual taxpayers. Get up to speed on important cases, regulations, and IRS notices – including the new ordering rules in computing the state... Read more »
Field of study Taxes - Technical (1.5)
Description When the Tax Cuts and Jobs Act added Section 163(j) — limiting the deduction of business interest for certain taxpayers — it also added some confusion about the effects of the new legislation. Cut through the clutter and come away knowing which... Read more »
Field of study Taxes - Technical (1.5)
Description Many CPAs are beginning to encounter target capital accounts. How do they differ from traditional agreements? How can you allocate income among the partners under this type of agreement in a way that’s defensible if the return is examined? How can... Read more »
Field of study Taxes - Technical (1.5)
Description What exactly is cryptocurrency, and what is its tax ramifications? Get an overview of cryptocurrency – including what cryptocurrency is – and discover how blockchain is used to create and monitor it. Plus, learn about the tax implications of... Read more »
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description Attracting and retaining top talent is the biggest challenge facing the accounting industry. You can become a magnet to attract and retain top talent and build a competitive advantage! Discover the difference between “top” and “typical” talent and... Read more »

10:45am - 12:00pm

Field of study Taxes - Technical (1.5)
Description In this essential session, hear an overview of Minnesota’s 2019 tax bill and its major changes, and the potential headaches for tax years 2017 and 2018 due to its retroactive federal conformity. Gain practical insights into the Minnesota Department... Read more »
Field of study Taxes - Technical (1.5)
Description The Tax Cuts and Jobs Act added Section 461(l) (Loss Limitations after TCJA) to the Internal Revenue Code, limiting losses previously available. In this essential session, learn about the numerous loss limitation provisions that S corporations,... Read more »
Field of study Taxes - Technical (1.5)
Description We now have a full year of tax reform under our belt. So how did tax reform affect farmers? In this specialized session, discuss Section 199A, excess business losses and net operating losses, accounting method changes, entity structure fixed assets... Read more »
Field of study Information Technology - Technical (1.5)
Description Artificial intelligence (AI), blockchain and big data are being heralded as the end of the accounting profession. But this isn’t true! Discover how these emerging technologies will actually enhance the value of services that accountants provide. Get... Read more »
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description Does your performance management focus on the outer game – managing people to achieve external metrics and observable behaviors? In today’s ever-changing world, there may be a better alternative to developing and retaining talent. Study the... Read more »

1:00pm - 2:15pm

Field of study Taxes - Technical (1.5)
Description You’re probably aware of the changes to Social Security in 2015, which limited strategies that would have resulted in more retirement income for your clients. But there is much more to know about this complicated program. Hear about Social Security... Read more »
Field of study Taxes - Technical (1.5)
Description Uncover the mysteries of Section 199A and its 20% deduction so you can maximize it for your clients. Learn how to manage multiple entities and aggregation rules, how to calculate QBI and how to identify a specified service trade or business. You’ll... Read more »
Field of study Taxes - Technical (1.5)
Description Qualified Opportunity Zone Funds (QOFs) are a major planning opportunity added by the Tax Cuts and Jobs Act. At first glance they’re a tax miracle. But there’s more to the story. Understand how these funds work as a tax planning vehicle and dig into... Read more »
Field of study Information Technology - Technical (1.5)
Description Tax season seems to get more complicated and challenging each year. From last minute changes to the tax code and delayed tax software updates to maxed-out workloads and a shortage of experienced tax professionals, firms encounter much that’s beyond... Read more »
Field of study Business Management & Organization - Non-Technical (1.5)
Description Look beyond forms and preparation and develop a strategy to focus more on advising and providing added value to your clients. Learn what you can glean from the personal tax return, which is full of information you can use in an advising role. Build... Read more »

2:35pm - 3:25pm

Field of study Specialized Knowledge - Technical (1)
Description As baby boomers age, Medicare and Medicaid (Medical Assistance) are important aspects of their health care coverage and many are seeking direction and answers from professionals. Discover the difference between the two programs — especially when it... Read more »
Field of study Taxes - Technical (1)
Description More than one year ago the Supreme Court opened the floodgates for states to impose sales tax collection obligations on out-of-state sellers. What have we learned? Examine the increasingly complex world of sales tax and what’s practical for... Read more »
Field of study Taxes - Technical (1)
Description Get an insider’s look at what’s happening at the Minnesota Department of Revenue (DOR). Hear directly from Commissioner Cynthia Bauerly about all the latest developments at the department, including implementation of new tax laws, a glimpse of the... Read more »
Field of study Information Technology - Technical (1)
Description Float your practice to the cloud with this practical workshop-style presentation and learn how making the change from local computing can enhance your firm’s productivity, security and growth. Discover how to build your app ecosystem to support your... Read more »
Field of study Regulatory Ethics - Technical (1)
Description What are some of the hot topics in the ethics arena? And what is coming down the pipeline? In this essential session, discuss issues around the new hosting and IT rules and other current hot topics, such as the expected revisions to the Statements... Read more »

3:45pm - 5:00pm

Field of study Taxes - Technical (1.5)
Description Schedule K-1 reporting for partnerships and S Corps has increased, thanks to tax reform. In this important session, hear about the additional reporting requirements with respect to IRC Sec. 199A (qualified business income deduction), IRC Sec. 163(j)... Read more »
Field of study Taxes - Technical (1.5)
Description Take advantage of this important overview of recent cases, rulings, and notices that provides insight into the current thinking in business taxation. Learn about those items that address specific provisions of the Tax Cuts and Jobs Act (TCJA) for... Read more »
Field of study Specialized Knowledge - Technical (1.5)
Description Take an up-close-and-personal look at the IRS-Criminal Investigation unit. Explore the history, mission and structure of this fascinating agency and learn from recent Minnesota cases. Discover what it takes to become a special agent with the... Read more »
Field of study Information Technology - Technical (1.5)
Description In this essential and practical session, hear the most up-to-date information about the threats your CPA firm faces, including the ins and outs of virus prevention and social engineering for employees. Explore best practices for keeping employee and... Read more »
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description Perks? Telecommuting? Ping pong tables? What do millennials want, anyway? Join this dynamic, interactive discussion with a panel consisting of members of Gen X, Y, and Z — and moderated by a Baby Boomer — as together, we explore insights on what... Read more »

Tuesday, November 19, 2019

8:00am - 9:15am

Field of study Taxes - Technical (1.5)
Description In this high-level overview, learn about recent updates to the Tax Cuts and Jobs Act and its effects on individual taxpayers. Get up to speed on important cases, regulations, and IRS notices – including the new ordering rules in computing the state... Read more »
Field of study Taxes - Technical (1.5)
Description What’s new in tax planning and tax return reporting for commercial real estate? Find out in this specialized session. Discuss tax treatment of roofs, windows, and floors under the repair regulations; the choice of tax depreciation methods; tax... Read more »
Field of study Business Management & Organization - Non-Technical (1.5)
Description The MNCPA was at the Minnesota Capitol nearly every day during the 2019 session. Get the behind-the-scene story of the 2019 Minnesota Legislative Session and what to expect in 2020. Hear about updates, including new rules at the Minnesota Board of... Read more »
Field of study Information Technology - Technical (1.5)
Description What to do? What to buy? What to watch for? What to avoid? Find answers to your questions about all-things tech in this timely session. Learn about who offers reliable solutions and what’s changing the market. Discuss technology trends, recommended... Read more »
Field of study Personal Development - Non-Technical (1.5)
Description If your firm doesn’t have a direct and clear path to partnership, maybe it’s time to pull back the curtain and take a more transparent approach. Don’t risk losing your best talent and potential future leaders: discover how to make your process... Read more »

9:35am - 10:25am

Field of study Specialized Knowledge - Technical (1)
Description The US Supreme Court’s decision in the Kaestner case and the Minnesota Court’s decision in the Fielding case marks the beginning of a massive paradigm shift in trust planning. In this informative session, gain a better understanding of the state... Read more »
Field of study Taxes - Technical (1)
Description The Tax Cuts and Jobs Act had far-reaching effects on the U.S. Tax Code. Since it was enacted, some areas have been clarified and others are still being worked out in Congress. In this high-level presentation, examine the changes to the U.S. Tax... Read more »
Field of study Taxes - Technical (1)
Description Discover, in a real-world case study, an approach to reviewing, analyzing, and deciding whether to accept a new limited liability company client. Discuss such determining factors as a review of previous returns, carryover of tax depreciation and... Read more »
Field of study Computer Software & Applications - Non-Technical (1)
Description Make the most of the work-horse applications Office 365 and Business Central. Get a first-hand look at how the online and on-premise versions of Word and Excel work with SharePoint. See how you can maximize productivity by leveraging the integration... Read more »
Field of study Behavioral Ethics - Non-Technical (1)
Description Tax professionals can be pulled in many different directions. They want to assist and advocate for their clients, but they also have to follow a variety of laws and regulations. In this timely session, understand the laws and rules related to ethics... Read more »

10:45am - 12:00pm

Field of study Specialized Knowledge - Technical (1.5)
Description Each year, it’s smart to update your planning strategies to accommodate changes and take advantage of opportunities. Buckle your seat belt and get ready for a fast ride through some of the top post-tax reform income tax, retirement, asset protection... Read more »
Field of study Taxes - Technical (1.5)
Description Take advantage of this important overview of recent cases, rulings, and notices that provides insight into the current thinking in business taxation. Learn about those items that address specific provisions of the Tax Cuts and Jobs Act (TCJA) for... Read more »
Field of study Information Technology - Technical (1.5)
Description Rapid changes in technology marking the “Fourth Industrial Revolution” bring controversary and new approaches to tax compliance and planning. AI, blockchain, cryptocurrencies, new payment systems, and more raise many federal and state tax issues to... Read more »
Field of study Computer Software & Applications - Non-Technical (1.5)
Description Excel is a powerful tool that CPAs rely on and use every day. Are you maximizing its power? Via demos, identify the useful add-ins — many are free or low-cost — that can improve Excel’s functionality and your productivity. Learn about Microsoft’s... Read more »
Field of study Communications and Marketing - Non-Technical (1.5)
Description Ever since public accounting firms could actively market their services, the opportunities have multiplied. Traditional vehicles are still in the mix, but digital marketing — from social to video to web content — can be challenging for some. Are you... Read more »

1:00pm - 2:15pm

Field of study Taxes - Technical (1.5)
Description In this essential session, hear an overview of Minnesota’s 2019 tax bill and its major changes, and the potential headaches for tax years 2017 and 2018 due to its retroactive federal conformity. Gain practical insights into the Minnesota Department... Read more »
Field of study Taxes - Technical (1.5)
Description Get the latest on Global Intangible low-taxed Income (GILTI) and Foreign derived Intangible Income (FDII). Hear the latest updates to better understand international tax planning as it relates to intangibles. Discover the impact of the addition of... Read more »
Field of study Taxes - Technical (1.5)
Description In this specialized session, explore the nature of the gig workforce and the tax issues relevant to this group, whose growth has created many tax considerations, including worker classification, the Section 199A QBI and other business deductions,... Read more »
Field of study Computer Software & Applications - Non-Technical (1.5)
Description Microsoft’s Power BI Desktop puts business intelligence right at your fingertips! Receive a guided tour explaining how to link data into Power BI, create stunning and powerful visualizations, and build interactive reports — all with the free version... Read more »
Field of study Business Management & Organization - Non-Technical (1.5)
Description Today, it’s it is possible to work from anywhere. What are best practices for doing so? Discover the tools, habits, action steps, and attitudes about working remotely that can lead to greater productivity for you and improved service for your... Read more »

2:35pm - 3:50pm

Field of study Specialized Knowledge - Technical (1.5)
Description In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to either a five-or ten-year payout. Be prepared to pivot quickly – and help clients with large retirement accounts respond... Read more »
Field of study Taxes - Technical (1.5)
Description Entity selection and organization structure are critical because they have a significant impact on how taxes are assessed on an organization and its shareholders. Learn about the landscape for both S corporations and C corporations, which changed... Read more »
Field of study Taxes - Technical (1.5)
Description Take a deep dive into the definitions of Tax Reform 2.0 to further reform TCJA and the federal tax system, as well as the key reform proposal that was overlooked in TCJA (and is proposed today). Discover how trends, budget deficits, and the debt... Read more »
Field of study Information Technology - Technical (1.5)
Description Security isn’t optional, and yesterday’s security techniques don’t work to minimize today’s security threats. Now’s the time for a refresher about how to protect sensitive data. Discover the latest tools and techniques for securing your data,... Read more »
Field of study Behavioral Ethics - Non-Technical (1.5)
Description Examine a real-world case study and learn about the consideration and resolution of ethical issues that arise in a tax practice. Explore possible conflicts of interest, amended return positions, back-dating of transactions, rescission of business... Read more »

4:10pm - 5:00pm

Field of study Personal Development - Non-Technical (1)
Description In an up-close-and-personal format, Justice Alan Page, retired associate justice, Minnesota Supreme Court, sits down with Rachel Polson, MNCPA board chair, for a thoughtful conversation, sharing stories about the many facets of his long and... Read more »

Optional events

Mon., Nov. 18
12:00pm - 1:00pm

Mon., Nov. 18
5:00pm - 6:00pm

Tue., Nov. 19
7:00am - 7:50am

Field of study Business Management & Organization - Non-Technical (1)
Description All accounting firms offer advisory services, but few are strategic about their approach or benefit from the corresponding revenue stream. Thomson Reuters believes the profession’s success moving forward rests with taking on a more enhanced advisory... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Anna Decker
Conference Coordinator
952-885-5505

Deb Griffith
Conference Coordinator
952-885-5509

Sarah Young
Conference Marketing Coordinator
952-885-5518

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

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