Webinar

MN Estate Tax: Planning Strategies and Compliance Essentials

If you have questions about this event, please call us at 952-831-2707.

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Minnesota is one of the few states that continues to impose a separate estate tax -- and navigating its complexities is critical for advisors working with clients who live in, own property in, or plan to move to Minnesota. Take a deep dive into Minnesota's estate tax structure, highlighting key differences from the federal system and offering practical strategies to reduce state-level estate tax exposure. Whether you're advising high-net-worth individuals or helping families preserve assets across generations, understanding the nuances of Minnesota estate tax law is essential.

This webinar is a livestreamed session from the MNCPA Tax Conference.

Major subjects

• Understand how Minnesota estate tax is calculated for residents and non-residents
• Minnesota estate tax calculation, including treatment of deductions, exemptions and taxable gifts
• Key differences between federal and Minnesota estate tax law that can impact planning and filing
• Planning techniques to minimize the state estate tax burden, especially for closely held businesses and non-resident property owners
• Common compliance issues, audit triggers and tips for preparing the Minnesota Form M706

Learning objectives

• Understand how Minnesota estate tax is calculated for residents and non-residents
• Learn to prepare a Minnesota estate tax return
• Identify ways to provide planning ideas to your clients

Who should take this program?

• CPAs, accountants, attorneys, financial planners and estate planners

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $105.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.