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Tax Conference VIP EARLY BIRD

Agenda

8 - 9 a.m. | Keynote
9 - 9:20 a.m. | Break and Exhibits
9:20 - 10:35 a.m. | Breakout Sessions
B1. Federal Individual Tax Highlights
J. Patrick Garverick
Taxes - Technical (1.50)
B3. Transfer Pricing and Managing Global Intangibles
Michael Bredahl, Guy Sanschagrin
Taxes - Technical (1.50)
B4. Accelerating Your Research Workflow for Young Professionals
Tammy Nickels
Specialized Knowledge - Technical (1.50)
YP track only
10:35 - 10:55 a.m. | Break and Exhibits
10:55 a.m. - 12:10 p.m. | Breakout Sessions
C1. Top Ten Residency Myths and Frequently Asked Questions
Masha Yevzelman
Specialized Knowledge - Technical (1.50)
C3. SEC. 1031 Under the Final Regulations: Opportunities and Potholes
Michael Smith, Roger Upton
Taxes - Technical (1.50)
C4. Young Professionals 1120S Case Study
J. Patrick Garverick
Taxes - Technical (1.50)
YP track only
12:10 - 1 p.m. | Lunch and Exhibits | YP Track Lunch (part of session D4)
1 - 1:50 p.m. | Breakout Sessions
D1. MN DOR Update
Paul Marquart
Taxes - Technical (1.00)
D3. Power BI In Ten Easy Steps
Stephen Yoss
Computer Software & Applications - Non-Technical (1.00)
D4. Business and Dining Etiquette: Professionalism in the Workplace (session begins with lunch)
Deenna Steinhaus
Personal Development - Non-Technical (2.00)
YP track only
1:50 - 2:10 p.m. | Break and Exhibits
2:10 - 3:25 p.m. | Breakout Sessions
E1. Being Ethical Is Harder Than You Think
Bret Hood
Behavioral Ethics - Non-Technical (1.50)ETHICS
E4. Young Professionals 1065 Case Study
J. Patrick Garverick
Taxes - Technical (1.50)
YP track only
3:25 - 3:45 p.m. | Break and Exhibits
3:45 - 5 p.m. | Breakout Sessions
F1. MN Legislative and Professional Update
Geno Fragnito, Linda Wedul
Business Management & Organization - Non-Technical (1.50)
F2. Federal Business Tax Highlights
J. Patrick Garverick
Taxes - Technical (1.50)
F4. Excel Accelerator: Essential Skills for Young Professionals
Stephen Yoss
Computer Software & Applications - Non-Technical (1.50)
YP track only
5 - 6 p.m. | Happy Hour
VIEW TUESDAY, NOV. 14 AGENDA  VIEW WEDNESDAY, NOV. 15 AGENDA  
8 - 9:25 a.m. | Breakout Sessions
G1. Navigating the Secure Act 2.0
Susan Smith
Taxes - Technical (1.50)
G2. Choosing and Changing Business Entities
Mark Sellner
Taxes - Technical (1.50)
G3. Is Outsourcing the Answer to Your High Turnover Challenges or Shortage of Resources?
Yann Beaullan-Thong
Personnel/Human Resources - Non-Technical (1.50)
G4. Young Professionals 1040 Case Study (Part 1)
J. Patrick Garverick
Taxes - Technical (1.50)
YP track only
9:25 - 9:45 a.m. | Break and Exhibits
9:45 - 10:35 a.m. | Breakout Sessions
H2. Cryptocurrency and NFTs: The New Frontier
Susan Smith
Specialized Knowledge - Technical (1.00)
H3. New AICPA Tax Ethics Rules
Mark Sellner
Regulatory Ethics - Technical (1.00)ETHICS
H4. Young Professionals 1040 Case Study (Part 2)
J. Patrick Garverick
Taxes - Technical (1.00)
YP track only
10:35 - 10:55 a.m. | Break and Exhibits
10:55 a.m. - 12:10 p.m. | Breakout Sessions
I1. Federal Individual Tax Highlights (Repeat of B1)
J. Patrick Garverick
Taxes - Technical (1.50)
I2. Mastering the Inflation Reduction Act
Susan Smith
Taxes - Technical (1.50)
I3. Cybersecurity and the FTC Safeguards Rule: What You Need to Know to Protect Your Firm
Kevin Fuller
Information Technology - Technical (1.50)
I4. Minnesota Individual Income Tax: M1 and Other Schedules
Keri Reiter
Taxes - Technical (1.50)
YP track only
12:10 - 1 p.m. | Lunch | Government Relations Lunch (registration required) | Exhibits
1 - 1:50 p.m. | Keynote
1:50 - 2:10 p.m. | Break and Exhibits
2:10 - 3:25 p.m. | Breakout Sessions
K1. Skill Up on Your Social Security Knowledge
Rhonda Whitenack
Specialized Knowledge - Technical (1.50)
K2. Federal Business Tax Highlights (Repeat of F2)
J. Patrick Garverick
Taxes - Technical (1.50)
K3. Your Greatest Leadership Challenge: A look in the Mirror at Self-Leadership
Jonathan Lokhorst
Personal Development - Non-Technical (1.50)
K4. Mastering Intermediate Excel: Skills for Young Professionals
Stephen Yoss
Computer Software & Applications - Non-Technical (1.50)
YP track only
3:25 - 3:45 p.m. | Break and Exhibits
3:45 - 5 p.m. | Breakout Sessions
L1. MN Income Tax Update
Dan Kidney
Taxes - Technical (1.50)
L3. Artificial Intelligence for Accounting and Financial Professionals
Stephen Yoss
Specialized Knowledge - Technical (1.50)
L4. Young Professionals Career Development: Be the CEO of Your Career
Jonathan Lokhorst, Linda Wedul
Personal Development - Non-Technical (1.50)
YP track only
VIEW MONDAY, NOV. 13 AGENDA  VIEW WEDNESDAY, NOV. 15 AGENDA  
8 - 9:25 a.m. | Breakout Sessions
M2. Cannabis 101 for CPAs: Tax and Accounting Issues You Need to Know
Cory Parnell, Calvin Shannon
Taxes - Technical (1.50)
YP friendly
M3. How to Increase an Accounting Firm's Capacity
Bob Lewis, Doug Lewis
Business Management & Organization - Non-Technical (1.50)
9:25 - 9:45 a.m. | Break
9:45 - 10:35 a.m. | Breakout Sessions
N1. What Do I Do With This 1099-K?
Ann Etter
Taxes - Technical (1.00)
YP friendly
N2. Unemployment Insurance Tax: How to Manage Your Cost
Aaron Tell
Specialized Knowledge - Technical (1.00)
N3. Examining the Schedule K-1
Danielle Tewes
Taxes - Technical (1.00)
YP friendly
10:35 - 10:55 a.m. | Break
10:55 a.m. - 12:10 p.m. | Breakout Sessions
O1. HSA Planning: Maximizing Tax-Advantaged Savings for Clients' Health Care Expenses
Ben Henry-Moreland
Specialized Knowledge - Technical (1.50)
O2. SALT Upper Midwest Legislative and Administrative Updates
Dennis Anding, Sara Arvold, Maggie Young
Taxes - Technical (1.50)
YP friendly
O3. Staffing Market Update and How to Navigate the Noise of Recruiting & Retaining Employees
Paige Batcha, Ann Boarman
Personnel/Human Resources - Non-Technical (1.50)
12:10 - 1 p.m. | Lunch
1 - 2:15 p.m. | Breakout Sessions
P1. IRAs: What You Need to Know About Contributions, Conversions and Distributions
George Koutelieris, Greg White
Specialized Knowledge - Technical (1.50)
P2. The 7 Deadly Ethical Sins of Organizations
Amanda "Jo" Erven
Behavioral Ethics - Non-Technical (1.50)ETHICS
YP friendly
P3. Safeguarding Taxpayer Data: A Guide For Your Required Security Plan
Tommy Stephens
Specialized Knowledge - Technical (1.50)
2:15 - 2:35 p.m. | Break
2:35 - 3:50 p.m. | Breakout Sessions
Q1. MN Income Tax Update (Repeat of L1)
Dan Kidney
Taxes - Technical (1.50)
YP friendly
Q2. Remote Seller Sales Tax Update
Michael Fleming
Taxes - Technical (1.50)
Q3. Technology Update
Tommy Stephens
Specialized Knowledge - Technical (1.50)
3:50 - 4:10 p.m. | Break
4:10 - 5 p.m. | Keynote
R1. Top Gun Success: Fighter Pilot Precision for CPAs
Ed Rush
Personnel/Human Resources - Non-Technical (1.00)
YP friendly
VIEW MONDAY, NOV. 13 AGENDA  VIEW TUESDAY, NOV. 14 AGENDA