Footnote Magazine

Footnote cover

December/January 2018-19

It's time for you to put your knowledge of tax reform to work. Need a refresher? The December/January Footnote is here to help. Also, read:

  • Understanding contracts in your work
  • Timeline for retiring partners
  • Minnesota Supreme Court ruling on trusts

Spotlights
Updates from our members, including promotions, new hires, speaking engagements and firm news.

The case of the Ruben on wry
Charles Selcer, CPA, MBA
MNCPA member Chuck Selcer shares his knowledge about ethics requirements and laws with unique humorous fictitious stories.

Create space to soul search
Rebecca Keran, CPA, MBA, CGMA
Get insight and news from MNCPA leadership about the organization and professional issues.

6 highlights from tax reform
Mark Sellner, CPA, JD, LLM (taxation)
The following are six provisions that have a broad impact on our middle-market business tax clients and on our middle-class individual tax clients.

Business Perspective: Drake Software
Multicultural and mixed-status families are some of the fastest growing groups in the country. Make sure you're not missing out on growing your client base.

A contract game
Charles E. Jones, Esq.
Combing through contracts is a learned skill, and one for which many CPAs are not initially prepped.

Strategic timeline for a retiring CPA firm partner
Gary Adamson, CPA
While plans for partner transition can fill the entirety of a magazine, here's a brief and visual overview of the milestones your succession plan should reach as you look at retirement.

Minnesota Supreme Court decision in Fielding case may impact taxation of trusts
Paul Dinzeo, CPA, JD, CFP, MBT
In a 4-2 decision, the Minnesota Supreme Court in July ruled in Fielding v. Commissioner that it was unconstitutional for Minnesota to consider four trusts to be taxed as Minnesota "resident trusts."

64th Annual MNCPA Tax Conference
The following is a brief look at some of the sights and takeaways from the Tax Conference. Be sure to visit the links after each speaker for additional insight.

Election 2018: What it means for CPAs and Minnesotans
Geno Fragnito, MNCPA director of government relations
Find out about key issues the MNCPA is monitoring at the Capitol. Stay current on legislative news and events with stories, tips and grassroots involvement.

That was then, this is now
Anne Janotta Erickson, MNCPA senior business & industry marketing coordinator
This year's Minneapolis/St. Paul Business Journal CFO of the Year honorees never could have predicted they'd drive the financial well-being of the organizations they serve. But here they are.