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MNCPA Tax Conference

Agenda

8 - 9 a.m. | Keynote
A1. Now What? Economic Scenarios for 2022 and 2023
Dr. Christopher Kuehl
Economics - Technical (1.00)
9 - 9:20 a.m. | Break and Exhibits
9:20 - 10:35 a.m. | Breakout Sessions
B2. Choosing the Right Business Entity
Susan Smith
Taxes - Technical (1.50)
10:35 - 10:55 a.m. | Break and Exhibits
10:55 a.m. - 12:10 p.m. | Breakout Sessions
C2. Federal Business Tax Highlights (Repeated in I2)
Paul Neiffer
Taxes - Technical (1.50)
C3. How to Keep Your Organization from Drowning in the Turnover Tsunami
Jonathan Lokhorst
Business Management & Organization - Non-Technical (1.50)
12:10 - 1 p.m. | Lunch
12:10 - 1 p.m. | Government Relations Luncheon - Speaker: Deborah Bierbaum from Multistate
Pre-registration is required, Available in-person only
1 - 1:50 p.m. | Breakout Sessions
D1. What Tax Practitioners Need to Know About Medicare
Susan Smith
Specialized Knowledge - Technical (1.00)
D2. Minnesota DOR Update
Sarah Bronson, Jon Klockziem, Audel Shokohzadeh
Taxes - Technical (1.00)
1:50 - 2:10 p.m. | Break and Exhibits
2:10 - 3:25 p.m. | Breakout Sessions
E1. Schedule E Passive and At-Risk Activities
Jennifer McGarry
Taxes - Technical (1.50)
E2. Remote Seller Sales Tax Update
Michael Fleming
Taxes - Technical (1.50)
E3. Overcoming the Courtesy Disconnect: Resolving Tax Controversies With the IRS
Kathleen Pfutzenreuter, Benjamin Wagner
Specialized Knowledge - Technical (1.50)
3:25 - 3:45 p.m. | Break and Exhibits
3:45 - 5 p.m. | Breakout Sessions
F2. Panel Discussion: Is an ESOP Right for Your Client?
Neil Brozen, Kyla Hansen, Doug Harmon, Debra Linder, Steve Storkan
Taxes - Technical (1.50)
F3. Ethics and the Character of a Professional
Charles Weinstein
Behavioral Ethics - Non-Technical (1.50)ETHICS
5 - 6 p.m. | Happy Hour
Available in-person only
8 - 9:25 a.m. | Breakout Sessions
G1. Federal Individual Tax Highlights (Repeat of B1)
Paul Neiffer
Taxes - Technical (1.50)
G2. Partnership Hot Topics
Adam Sweet
Taxes - Technical (1.50)
G3. Tax Season Preparation: It’s Not Too Late!
Will Hill
Personal Development - Non-Technical (1.50)
9:25 - 9:45 a.m. | Break and Exhibits
9:45- 10:35 a.m. | Breakout Sessions
H1. IRS Approach to 3rd Party Studies and Reports
Mark Sellner
Taxes - Technical (1.00)
H3. Be Ethical and Stay Ethical
Charles Selcer
Regulatory Ethics - Technical (1.00)ETHICS
10:35 - 10:55 a.m. | Break and Exhibits
10:55 a.m. - 12:10 p.m. | Breakout Sessions
I1. Cryptocurrency: Discover Three Ways to Add Value for Your Clients
Adam Blumberg
Specialized Knowledge - Technical (1.50)
I2. Federal Business Tax Highlights (Repeat of C2)
Paul Neiffer
Taxes - Technical (1.50)
12:10 - 1 p.m. | Lunch
1 - 1:50 p.m. | Breakout Sessions
J1. Understanding Your Social Security Benefit Options
Brian Rudolph, Rhonda Whitenack
Specialized Knowledge - Technical (1.00)
J2. Income Tax Nexus After Wayfair
Masha Yevzelman
Taxes - Technical (1.00)
J3. Options to Automate Your Tax Preparation Workflow
Thomas Stephens
Information Technology - Technical (1.00)
1:50 - 2:10 p.m. | Break and Exhibits
2:10 - 3:25 p.m. | Breakout Sessions
K1. Multistate Pass-Through Entity Tax (PTE) Updates
Peter Seidel
Taxes - Technical (1.50)
K2. Inflation Reduction Act
Daniel Greenhagen
Taxes - Technical (1.50)
K3. Tech Update
Thomas Stephens
Information Technology - Technical (1.50)
3:25 - 3:45 p.m. | Break and Exhibits
3:45 - 5 p.m. | Breakout Sessions
L1. MN Legislative and Professional Update
Geno Fragnito, Linda Wedul
Business Management & Organization - Non-Technical (1.50)
L3. 10 Simple Steps to Stay Ahead of Today’s Technology Security Threats
Daniel Moshe
Specialized Knowledge - Technical (1.50)
8 - 9:25 a.m. | Breakout Sessions
M1. General Estate Planning
Robert Keebler
Specialized Knowledge - Technical (1.50)
M2. Basic International Tax
Katrina Haynes
Taxes - Technical (1.50)
M3. Retaining Top Talent During the Labor Crunch
Richard Lavina
Business Management & Organization - Non-Technical (1.50)
9:25 - 9:45 a.m. | Break and Virtual Exhibits
9:45 - 11 a.m. | Breakout Sessions
N1. New Taxpayer Adverse Clawback Regulations
Robert Keebler
Taxes - Technical (1.50)
N2. Impact of Remote Workforce on Taxes
Edward Zollars
Taxes - Technical (1.50)
N3. Tales from the Darkside: IRS Enforcement of Cryptocurrency
Robert Nordlander
Specialized Knowledge - Technical (1.50)
11 - 11:20 a.m. | Break and Virtual Exhibits
11:20 a.m. - 12:10 p.m. | Breakout Sessions
O1. Wisconsin DOR Update
Nate Weber
Taxes - Technical (1.00)
O2. Income Taxation of Trusts and Estates
Edward Zollars
Taxes - Technical (1.00)
O3. Changing World, Consistent Ethics
Jimmy Williams
Behavioral Ethics - Non-Technical (1.00)ETHICS
12:10 - 1 p.m. | Lunch
1 - 2:15 p.m. | Breakout Sessions
P1. Minnesota Income Tax Update
Dan Kidney
Taxes - Technical (1.50)
P2. Cases to Understand Key Areas of Our Income Tax
Annette Nellen
Taxes - Technical (1.50)
P3. False Tax Returns Are a Crime: Why CPAs and Their Clients Go to Prison
Robert Nordlander
Specialized Knowledge - Technical (1.50)
2:15 - 2:35 p.m. | Break and Virtual Exhibits
2:35 - 3:50 p.m. | Breakout Sessions
Q1. Gaining Momentum for Your Future From the Great Resignation
Jimmy Williams
Specialized Knowledge - Technical (1.50)
Q2. K2/K3 Reporting: The Second Year
Edward Zollars
Taxes - Technical (1.50)
Q3. Cultivate Your Own Dream Team: Unlock the Hidden Potential in Others
Sarah Elliott
Personnel/Human Resources - Non-Technical (1.50)
3:50 - 4:10 p.m. | Break and Virtual Exhibits
4:10 - 5 p.m. | Keynote
R1. Service Is a Superpower
Louie Gravance
Personal Development - Non-Technical (1.00)