Deborah Bierbaum
Multistate
Alexandria, VA

Monday, 12:10 pm - 1:00 pm
X1. GR Luncheon: 2023 Tax Policy Forecast Impact of Politics and Fiscal Conditions

Adam Blumberg
Interaxis
Houston, TX

Tuesday, 10:55 am - 12:10 pm
I1. Cryptocurrency: Discover Three Ways to Add Value for Your Clients

Sarah Bronson
Minnesota Department of Revenue
Saint Paul, MN

Monday, 1:00 pm - 1:50 pm
D2. Minnesota DOR Update

Neil Brozen, CPA
Ventura ESOP Fiduciary Services
Minneapolis, MN

Monday, 3:45 pm - 5:00 pm
F2. Panel Discussion: Is an ESOP Right for Your Client?

Sarah Elliott
Intend2Lead
Austin, TX

Wednesday, 2:35 pm - 3:50 pm
Q3. Cultivate Your Own Dream Team: Unlock the Hidden Potential in Others

Michael Fleming, CMI
Sales Tax and More
Rockwall, TX

Monday, 2:10 pm - 3:25 pm
E2. Remote Seller Sales Tax Update

Geno Fragnito
Minnesota Society of CPAs
Bloomington, MN

Tuesday, 3:45 pm - 5:00 pm
L1. MN Legislative and Professional Update

Louie Gravance
Executive Speakers Bureau
Germantown, TN

Wednesday, 4:10 pm - 5:00 pm
R1. Service Is a Superpower

Daniel Greenhagen, JD
CliftonLarsonAllen LLP
Minneapolis, MN

Tuesday, 2:10 pm - 3:25 pm
K2. Inflation Reduction Act

Kyla Hansen, CPA, CVA
John A. Knutson & Company PLLP
Falcon Heights, MN

Monday, 3:45 pm - 5:00 pm
F2. Panel Discussion: Is an ESOP Right for Your Client?

Doug Harmon
Twin Cities Die Castings Co
Minneapolis, MN

Monday, 3:45 pm - 5:00 pm
F2. Panel Discussion: Is an ESOP Right for Your Client?

Katrina Haynes, CPA, CAA
Haynes Expatriate Tax Services
Sandy Springs, GA

Wednesday, 8:00 am - 9:25 am
M2. Basic International Tax

Will Hill
Will Hill Consultants
Cleveland, TN

Tuesday, 8:00 am - 9:25 am
G3. Tax Season Preparation: It’s Not Too Late!

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP
Green Bay, WI

Wednesday, 8:00 am - 9:25 am
M1. General Estate Planning

Wednesday, 9:45 am - 11:00 am
N1. New Taxpayer Adverse Clawback Regulations

Dan Kidney, CPA, JD
Wipfli LLP
Minneapolis, MN

Wednesday, 1:00 pm - 2:15 pm
P1. Minnesota Income Tax Update

Jon Klockziem
Minnesota Department of Revenue
Saint Paul, MN

Monday, 1:00 pm - 1:50 pm
D2. Minnesota DOR Update

Dr. Christopher Kuehl
Armada Corporate Intelligence
Lawrence, KS

Monday, 8:00 am - 9:00 am
A1. Now What? Economic Scenarios for 2022 and 2023

Richard Lavina
Taxfyle
Miami, FL

Wednesday, 8:00 am - 9:25 am
M3. Retaining Top Talent During the Labor Crunch

Debra Linder, JD/MA, CPA
Fredrikson & Byron, P.A.
Minneapolis, MN

Monday, 3:45 pm - 5:00 pm
F2. Panel Discussion: Is an ESOP Right for Your Client?

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

Monday, 10:55 am - 12:10 pm
C3. How to Keep Your Organization from Drowning in the Turnover Tsunami

Michael Maroney
KBKG Midwest Region
Chicago, IL

Monday, 9:20 am - 10:35 am
B3. 2023 and Beyond: Latest Updates to the R&D Tax Credit and 179D Energy Efficiency Deduction

Jennifer McGarry, CPA, DBA
Eide Bailly LLP
Minneapolis, MN

Monday, 2:10 pm - 3:25 pm
E1. Schedule E Passive and At-Risk Activities

Daniel Moshe
Tech Guru, LLC
Minneapolis, MN

Tuesday, 3:45 pm - 5:00 pm
L3. 10 Simple Steps to Stay Ahead of Today’s Technology Security Threats

Paul Neiffer, CPA
CliftonLarsonAllen LLP
Walla Walla, WA

Monday, 9:20 am - 10:35 am
B1. Federal Individual Tax Highlights (Repeated in G1)

Monday, 10:55 am - 12:10 pm
C2. Federal Business Tax Highlights (Repeated in I2)

Tuesday, 8:00 am - 9:25 am
G1. Federal Individual Tax Highlights (Repeat of B1)

Tuesday, 10:55 am - 12:10 pm
I2. Federal Business Tax Highlights (Repeat of C2)

Annette Nellen, CPA, Esq.
San Jose State University College of Business
San Jose, CA

Wednesday, 1:00 pm - 2:15 pm
P2. Cases to Understand Key Areas of Our Income Tax

Robert Nordlander, CPA, CFE
Nordlander CPA, PLLC
Colfax, NC

Wednesday, 9:45 am - 11:00 am
N3. Tales from the Darkside: IRS Enforcement of Cryptocurrency

Wednesday, 1:00 pm - 2:15 pm
P3. False Tax Returns Are a Crime: Why CPAs and Their Clients Go to Prison

Kathleen Pfutzenreuter
Wagner Tax Law
Minneapolis, MN

Monday, 2:10 pm - 3:25 pm
E3. Overcoming the Courtesy Disconnect: Resolving Tax Controversies With the IRS

Randall Romes, CISSP, CRISC, MCP, PCI-QSA
CliftonLarsonAllen LLP
Minneapolis, MN

Monday, 1:00 pm - 1:50 pm
D3. Case Studies in Cybersecurity Incident Response: Lessons Learned the Hard Way

Brian Rudolph
Social Security Administration Office of Public Affairs
Bloomington, MN

Tuesday, 1:00 pm - 1:50 pm
J1. Understanding Your Social Security Benefit Options

Peter Seidel, JD, LLM
SingerLewak
San Fransico, CA

Tuesday, 2:10 pm - 3:25 pm
K1. Multistate Pass-Through Entity Tax (PTE) Updates

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

Tuesday, 9:45 am - 10:35 am
H3. Be Ethical and Stay Ethical

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

Tuesday, 9:45 am - 10:35 am
H1. IRS Approach to 3rd Party Studies and Reports

Tuesday, 3:45 pm - 5:00 pm
L2. Selling, Restructuring or Spinning Off an S Corporation

Audel Shokohzadeh
Minnesota Department of Revenue
Saint Paul, MN

Monday, 1:00 pm - 1:50 pm
D2. Minnesota DOR Update

Susan Smith, CPA
Surgent
Radnor, PA

Monday, 9:20 am - 10:35 am
B2. Choosing the Right Business Entity

Monday, 10:55 am - 12:10 pm
C1. Section 754 Step-Up in Basis: Understanding the Tax issues for Partnerships and LLCs

Monday, 1:00 pm - 1:50 pm
D1. What Tax Practitioners Need to Know About Medicare

Jesse Stanley
KBKG
Pasadena, CA

Monday, 9:20 am - 10:35 am
B3. 2023 and Beyond: Latest Updates to the R&D Tax Credit and 179D Energy Efficiency Deduction

Tommy Stephens, CPA, CITP, CGMA
K2 Enterprises
Hammond, LA

Tuesday, 1:00 pm - 1:50 pm
J3. Options to Automate Your Tax Preparation Workflow

Tuesday, 2:10 pm - 3:25 pm
K3. Tech Update

Steve Storkan
Employee Ownership Expansion Network
Arlington, VA

Monday, 3:45 pm - 5:00 pm
F2. Panel Discussion: Is an ESOP Right for Your Client?

Ashley Sullivan
MS Consultants, LLC
Buffalo, NY

Tuesday, 10:55 am - 12:10 pm
I3. 2023 & Beyond: Sections 1245, 1250 & 1231: Gains, Property Sales/Dispositions & Planning

Adam Sweet, JD, LLM
Eide Bailly LLP
Spokane, WA

Tuesday, 8:00 am - 9:25 am
G2. Partnership Hot Topics

Roger Upton, CPA
MS Consultants, LLC
Buffalo, NY

Tuesday, 10:55 am - 12:10 pm
I3. 2023 & Beyond: Sections 1245, 1250 & 1231: Gains, Property Sales/Dispositions & Planning

Benjamin Wagner, JD
Wagner Tax Law
Minneapolis, MN

Monday, 2:10 pm - 3:25 pm
E3. Overcoming the Courtesy Disconnect: Resolving Tax Controversies With the IRS

Nate Weber, CPA
Wisconsin Department of Revenue
Madison, WI

Wednesday, 11:20 am - 12:10 pm
O1. Wisconsin DOR Update

Linda Wedul, CAE
Minnesota Society of CPAs
Bloomington, MN

Tuesday, 3:45 pm - 5:00 pm
L1. MN Legislative and Professional Update

Charles Weinstein, PhD
Ethical Leaders in Action, LLC
Minneapolis, MN

Monday, 3:45 pm - 5:00 pm
F3. Ethics and the Character of a Professional

Rhonda Whitenack
Social Security Administration Office of Public Affairs
Bloomington, MN

Tuesday, 1:00 pm - 1:50 pm
J1. Understanding Your Social Security Benefit Options

Jimmy Williams, CPA/PFS, CFP®
Compass Capital Management, LLC
McAlester, OK

Wednesday, 11:20 am - 12:10 pm
O3. Changing World, Consistent Ethics

Wednesday, 2:35 pm - 3:50 pm
Q1. Gaining Momentum for Your Future From the Great Resignation

Ronald Wirtz
Federal Reserve Bank of Minneapolis
Minneapolis, MN

Tuesday, 9:45 am - 10:35 am
H2. Minnesota’s Economy: Navigating a Mountain of Challenges

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

Monday, 3:45 pm - 5:00 pm
F1. Minnesota Residency Update: What is the DOR Looking for in Residency Audits?

Tuesday, 1:00 pm - 1:50 pm
J2. Income Tax Nexus After Wayfair

Edward Zollars, CPA
Kaplan Financial Education
La Crosse, WI

Wednesday, 9:45 am - 11:00 am
N2. Impact of Remote Workforce on Taxes

Wednesday, 11:20 am - 12:10 pm
O2. Income Taxation of Trusts and Estates

Wednesday, 2:35 pm - 3:50 pm
Q2. K2/K3 Reporting: The Second Year