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MNCPA Tax Conference

Agenda

8 - 9:25 a.m. | Keynote
YP Friendly
A1. Harnessing AI in Accounting: Practical Applications for Today
Jason Staats, accounting AI expert, podcaster and content creator.
Specialized Knowledge - Technical (1.50)
9:25 - 9:45 a.m. | Break and Exhibits
9:45 - 11 a.m. | Breakout Sessions
CFPIRS CE
B1. Federal Individual Tax Highlights
Pat Garverick
Taxes - Technical (1.50)
CFP
B2. Minnesota Cannabis Market Update
Cory Parnell
Taxes - Technical (1.50)
CFP
B3. Know Your Medicare Options
Rhonda Whitenack
Specialized Knowledge - Technical (1.50)
YP Exclusive
B4. Networking for Young Professionals
Boz Bostrom
Personal Development - Non-Technical (1.50)
11:00 - 11:20 a.m. | Break and Exhibits
11:20 a.m. - 12:10 p.m. | Breakout Sessions
CFP
C1. Minnesota Department of Revenue Update
Paul Marquart
Taxes - Technical (1.00)
C3. Strategic Practices for Success: Outpacing Competitors, Adopting Technology and Nurturing Top Talent
Bradley Trangsrud
Personnel/Human Resources - Non-Technical (1.00)

Session sponsored by alliantTALENT

YP Exclusive
C4. Professionalism From Office to After Hours
Deenna Steinhaus
Personal Development - Non-Technical (1.00)
12:10 - 1 p.m. | Lunch and Exhibits
Sponsored by Miles Talent Hub
1 - 2:15 p.m. | Breakout Sessions
CFPIRS CE
D2. Federal Business Tax Highlights
Pat Garverick
Taxes - Technical (1.50)
D3. MN Legislative and Professional Update
Geno Fragnito, Linda Wedul
Business Management & Organization - Non-Technical (1.50)
2:15 - 2:35 p.m. | Break and Exhibits
2:35 - 3:50 p.m. | Breakout Sessions
CFP
E1. Social Security: Know Your Options
Rhonda Whitenack
Specialized Knowledge - Technical (1.50)
CFPIRS CE
E2. Partnership 2024 Update
Edward Zollars
Taxes - Technical (1.50)
E3. Finding Your Flow in Constant Chaos
Will Hill
Personnel/Human Resources - Non-Technical (1.50)
3:50 - 4:10 p.m. | Break and Exhibits
4:10 - 5 p.m. | Breakout Sessions
ETHICS
F1. Ethical Leadership
Boz Bostrom
Behavioral Ethics - Non-Technical (1.00)
CFPIRS CE
F3. Surviving a Tax Audit: Avoid the Scars and Resolve Your Case
Kathleen Pfutzenreuter, Benjamin Wagner
Taxes - Technical (1.00)

Session sponsored by Wagner Tax Law

5 - 6 p.m. | Happy Hour
Sponsored by Union Bank & Trust
8 - 8:55 a.m. | Breakout Sessions
8:55 - 9:15 a.m. | Break and Exhibits
9:15 - 10:30 a.m. | Breakout Sessions
CFP
H1. Changing Residency to Warmer Climates and Abroad
Masha Yevzelman
Taxes - Technical (1.50)
ETHICS
H3. Ethical Deviations: A Fraud Case Study
Bret Hood
Behavioral Ethics - Non-Technical (1.50)
10:30 - 10:50 a.m. | Break and Exhibits
10:50 a.m. - 12:05 p.m. | Breakout Sessions
CFP
I1. 2024 Minnesota Income Tax Update
Dan Kidney
Taxes - Technical (1.50)
CFPIRS CE
I2. For All of Your Remodeling & Maintenance Needs: The IRS Is Here to Help
Ashley Sullivan, Roger Upton
Taxes - Technical (1.50)

Session sponsored by MS Consultants

12:05 - 1 p.m. | Lunch | Government Relations Lunch (registration required) | Exhibits
Sponsored by Miles Talent Hub
1 - 2:15 p.m. | Breakout Sessions
CFPIRS CE
J2. Handling Troublesome IRS Correspondence
Dan Pilla
Specialized Knowledge - Technical (1.50)
YP Exclusive
J4. K2's Excel Part 2
Tommy Stephens
Computer Software & Applications - Non-Technical (1.50)
2:15 - 2:35 p.m. | Break and Exhibits
2:35 - 3:50 p.m. | Breakout Sessions
CFPIRS CE
K1. Retirement Planning: What You Need to Know
Nicole Middendorf
Specialized Knowledge - Technical (1.50)
K3. Delegation, Feedback and Accountability: A Primer on Core Leadership Skills
Jonathan Lokhorst
Personal Development - Non-Technical (1.50)
YP ExclusiveIRS CE
K4. Practicing Efficient & Effective Tax Research
David Peters
Specialized Knowledge - Technical (1.50)
3:50 - 4:10 p.m. | Break and Exhibits
4:10 - 5 p.m. | Breakout Sessions
CFP
L2. Current Economic Conditions in Minnesota
Ronald Wirtz
Economics - Technical (1.00)
L3. HR Legal Compliance and Regulatory Update
Larry Morgan
Business Law - Technical (1.00)
YP Exclusive
L4. Young Professionals Career Development: Be the CEO of Your Career
Jonathan Lokhorst, Linda Wedul
Personal Development - Non-Technical (1.00)
8 - 9:20 a.m. | Breakout Sessions
YP FriendlyCFPIRS CE
M1. TCJA Sunsetting
Robert Keebler
Taxes - Technical (1.50)
YP Friendly
M3. Microsoft 365 Application Lightning Round
John Higgins
Computer Software & Applications - Non-Technical (1.50)
9:20 - 9:35 a.m. | Break
9:35 - 10:25 a.m. | Breakout Sessions
YP FriendlyCFPIRS CE
N2. Deep Dive Into K-1's
George Koutelieris, Greg White
Taxes - Technical (1.00)
YP Friendly
N3. Generational Remix
Ashley Lang
Personnel/Human Resources - Non-Technical (1.00)
10:25 - 10:40 a.m. | Break
10:40 a.m. - 11:55 a.m. | Breakout Sessions
CFPIRS CE
O1. Death of a Taxpayer: Representing a Fiduciary or Heirs
Claudia Revermann
Specialized Knowledge - Technical (1.50)
CFPIRS CE
O2. Farm Tax Update
Paul Neiffer
Taxes - Technical (1.50)
YP Friendly
O3. Elevate Your Cybersecurity Strategy in 2025
Molly Boddy
Specialized Knowledge - Technical (1.50)
11:55 a.m. - 12:50 p.m. | Lunch
12:50 - 2:05 p.m. | Breakout Sessions
CFP
P1. Wisconsin DOR Update
Nate Weber
Taxes - Technical (1.50)
YP FriendlyETHICS
P2. Ethics of AI: A CPA's Guide
John Higgins
Behavioral Ethics - Non-Technical (1.50)
YP Friendly
P3. K2's Tech Update
Tommy Stephens
Specialized Knowledge - Technical (1.50)
2:05 - 2:20 p.m. | Break
2:20 - 3:35 p.m. | Breakout Sessions
CFPIRS CE
Q2. Passive Activity Rules and Rental Real Estate: What You Need to Know
George Koutelieris, Greg White
Specialized Knowledge - Technical (1.50)
YP Friendly
Q3. K2's AI for Accounting and Finance Professionals
Tommy Stephens
Specialized Knowledge - Technical (1.50)
3:35 - 3:50 p.m. | Break
3:50 - 4:40 p.m. | Keynote
YP Friendly
R1. Finding a Life That Is Full of Money and Happiness
Nicole Middendorf, money maven, entrepreneur and author.
Personal Development - Non-Technical (1.00)