Stuart Bear, JD
Chestnut Cambronne, P.A.
Minneapolis, MN

Monday, 2:35 pm - 3:50 pm
E1. Who Knew? Advanced Estate Planning Techniques

Tuesday, 9:55 am - 10:45 am
H2. Transition Planning: How to Assist Aging Parents, Relatives, and Friends

Tom Brakke
TJB Research
Excelsior, MN

Tuesday, 1:05 pm - 1:55 pm
J2. Changes at the Intersection of Accounting and Investments

Rick Darvis, CPA,CCPS
National Institute of Certified College Planners
Plentywood, MT

Tuesday, 2:10 pm - 3:25 pm
K1. Paying for College...Without Going Broke!

Bill Dillhoefer
Net Worth Strategies Incorporated
Bend, OR

Tuesday, 2:10 pm - 3:25 pm
K2. Insights on Providing Equity Compensation Guidance

Paul Dinzeo, CPA, MBT, JD, CFP
Dougherty Trust Company
Sioux Falls, SD

Tuesday, 9:55 am - 10:45 am
H1. Comparing South Dakota, Nevada and Delaware State Trust Situs & Laws

Jeremiah Doyle, Esq.
BNY Mellon Wealth Management
Boston, MA

Tuesday, 8:30 am - 9:50 am
G1. Successfully Transitioning Wealth: Avoiding the Mo' Money, Mo' Problems Syndrome

Tuesday, 11:00 am - 12:15 pm
I1. Community Property and the Mobile Client

Ric Edelman
Digital Assets Council of Financial Professionals
Great Falls, VA

Tuesday, 3:30 pm - 4:45 pm
L1. Understanding Blockchain and Digital Assets

Dr. Christopher Kuehl
Armada Corporate Intelligence
Lawrence, KS

Monday, 8:30 am - 9:50 am
A1. 2022: The Year of Living Dangerously (Economically Speaking)

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA
Kitces.com
Reston, VA

Monday, 1:05 pm - 2:20 pm
D1. How The SECURE Act Changes Retirement (and Other) Planning

Monday, 3:55 pm - 4:45 pm
F1. Trusts As Beneficiaries of IRAs

Jonathan Lokhorst, CSP, CPA, PCC
Lokhorst Consulting LLC
Princeton, MN

Tuesday, 11:00 am - 12:15 pm
I2. The Ticking Time Bomb: Don’t Get Caught Without a Succession Plan

Mike McKinnon
College Planners of America, LTD
Downers Grove, IL

Tuesday, 2:10 pm - 3:25 pm
K1. Paying for College...Without Going Broke!

Charles Selcer, CPA, CGMA, MBA
Schechter Dokken Kanter CPAs
Minneapolis, MN

Monday, 11:25 am - 12:15 pm
C1. Ethics Update From Both the AICPA and MN BOA

Mark Sellner, CPA Retired, JD, LLM (taxation)
Sellner Tax Consulting, LLC
Sarasota, FL

Tuesday, 1:05 pm - 1:55 pm
J1. Holding S Corp Stock in a Trust

Masha Yevzelman, J.D.
Fredrikson & Byron, P.A.
Minneapolis, MN

Monday, 9:55 am - 11:10 am
B1. Minnesota Residency for Estates