Tax & Financial Planning Volunteer Opportunities

Estate and Personal Financial Planning Conference Task Force

Task force consists of 10-12 MNCPA members who assist with the development of the conference agenda by identifying and selecting relevant topics and qualified speakers. Perks include building relationships with other MNCPA members who have a similar professional interest and receiving a complimentary conference registration.
Qualifications: 5+ years' experience providing financial planning and/or wealth management advisory services
Requirements: Participation in 2-3 meetings and performance of various conference duties, such as introduction of one or more speakers

Time commitment: 20 hours annually (includes conference attendance)

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MNCPA authors

Position yourself as a leader in the profession by sharing your knowledge with MNCPA members as an author of an article for an MNCPA publication. Articles may be used for the the MNCPA website, in MNCPA e-newsletters or in Footnote, the MNCPA member magazine published nine times each year. You may also contribute content to be used in MNCPA Perspectives, the MNCPA blog. Articles should have a focus on current developments, trends and issues affecting the accounting profession. Prospective authors work with MNCPA editors to develop an article idea, outline and content.
Time commitment: 1-5 hours

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Prepare + Prosper

Prepare + Prosper volunteers provide free tax preparation, financial education and asset development services to thousands of low-income individuals and families each year. If you are interested in volunteering, contact Kelly Quicksell at kelly@prepareandprosper.org or 651-262-2172.
Time commitment: 25-100 hours

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SALT Conference Task Force

Task force consists of 7-10 MNCPA members who assist with the development of the conference agenda by identifying and selecting relevant topics and qualified speakers. Perks include building relationships with other MNCPA members who have a similar professional interest and receiving a complimentary conference registration.
Qualifications: 3+ years' industry experience in multistate taxation (CFO, controller, tax manager/specialist) or 5+ years' experience providing multistate tax advisory services
Requirements: Participation in one meeting and performance of various conference duties, such as introduction of one or more speakers

Time commitment: 10 hours annually (includes conference attendance)

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Small Business Advisory Day

At this new MNCPA-hosted event, small-business owners are paired with one or two CPAs for a free, 30-minute consultation. We collect information on the topics each small-business owner wants to discuss. You show up armed and ready with your expertise. This is a great opportunity to pair up with a young professional in your firm who is looking to develop their skills, as well as position CPAs as trusted partners in the small-business community. This even has concluded for 2017. Check back for 2018 details.
Time commitment: 3 hours

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Tax Conference Task Force

Task force consists of 15-18 MNCPA members who assist with the development of the conference agenda by identifying and selecting relevant topics and qualified speakers. Perks include building relationships with other MNCPA members who have a similar professional interest and receiving a complimentary conference registration. 
Qualifications: 10+ years' experience in individual and/or business taxation including preparation, filing, reporting and/or planning 
Requirements: Participation in 3-4 meetings and performance of various conference duties, such as introduction of one or more speakers

Time commitment: 24-26 hours annually (includes conference attendance)

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Tax Curriculum Advisory Group

The Taxation Curriculum Advisory Group assists MNCPA professional education staff in selecting beneficial, relevant CPE courses in the area of taxation. Members review current course offerings and suggest improvements, including new additions. Qualified taxation advisers make decisions for themselves, their staff and their firm about CPE attendance in the area of tax. 
Time commitment: 4-5 hours

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Taxline

Give back to the community during this popular televised event held annually at KARE 11 in Golden Valley. As a volunteer, you'll answer tax questions from KARE 11 viewers. Volunteers needed for 3:45-7 p.m. Tuesday, March 19, 2019, and 3:45-7 p.m. Friday, March 22, 2019.
Time commitment: 3-4 hours

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Reasons to volunteer

Here are three important business reasons you and your firm should be volunteering:

  • Network. The most essential part of any business.
  • Show your stuff. Volunteering and community service show potential customers the integrity of your company and demonstrates the quality of your work.
  • Get attention. No better way to get positive PR exposure, and attracting new customers doesn’t hurt either.