Tax Conference 2025 Agenda: Federal, MN, Estate & AI

7 - 8 a.m. | Check-in, Continental Breakfast

8 - 9:05 a.m. | Keynote

YP Friendly
A1. AICPA Profession Opportunities Update
Lisa Simpson, AICPA Vice President of Firm Services and co-host of the award-winning AICPA Town Hall Series
Specialized Knowledge - Technical (1.00)

9:05 - 9:25 a.m. | Break and Exhibits

9:25 - 10:40 a.m. | Breakout Sessions

CFP IRS CE
B1. Federal Individual Tax Highlights
George Koutelieris, Greg White
Taxes - Technical (1.50)

CFP IRS CE
B2. Calculating Debt Basis: S-Corps vs. Partnerships
David Peters
Taxes - Technical (1.50)

B3. Getting in Front of Today's Staffing Challenges
Will Hill
Personnel/Human Resources - Non-Technical (1.50)

YP Track IRS CE
B4. Level One: Form 1040 Basics
Phyllis Kapetanakis
Taxes - Technical (1.50)

YP Track IRS CE
B5. Level Two: Form 1040
Pat Garverick
Taxes - Technical (1.50)

10:40 - 11 a.m. | Break and Exhibits

11 a.m. - 12:15 p.m. | Breakout Sessions

CFP IRS CE
C1. Helping Your Clients Plan for a Tax-Free Retirement
Barry Schalkle
Taxes - Technical (1.50)

CFP IRS CE
C2. Federal Business Tax Highlights
George Koutelieris, Greg White
Taxes - Technical (1.50)

CFP IRS CE
C3. Renewable Energy Tax Credits & Incentives: What You Need to Know
Michael Warady
Taxes - Technical (1.50)

Session presented and sponsored by Tri-Merit

YP Track IRS CE
C4. Level One: Form 1040 Basics (Continued)
Phyllis Kapetanakis
Taxes - Technical (1.50)

YP Track IRS CE
C5. Level Two: Form 1040 (Continued)
Pat Garverick
Taxes - Technical (1.50)

12:15 - 1 p.m. | Lunch and Exhibits

1 - 1:50 p.m. | Breakout Sessions

CFP IRS CE
D1. New Era of Tax Incentives: R&D, Cost Segregation and More Under the One Big Beautiful Bill
Lester Cook, Kyle Ernsberger
Taxes - Technical (1.00)

Session presented and sponsored by KBKG

D2. Get Aligned: What Your Firm Can Learn From the Chiropractor
Will Hill
Business Management & Organization - Non-Technical (1.00)

YP Friendly ETHICS
D3. Ethics Update: Emerging Issues and Key Developments
Charles Selcer
Regulatory Ethics - Technical (1.00)

1:50 - 2:10 p.m. | Break and Exhibits

2:10 - 3:25 p.m. | Breakout Sessions

CFP IRS CE
E1. Federal Estate/Gift and Generation-Skipping Transfer (GST) Tax
Tara Torseth
Taxes - Technical (1.50)

CFP
E2. 2025 Minnesota Income Tax Update
Dan Kidney
Taxes - Technical (1.50)

CFP
E3. State Income Tax Apportionment and Sourcing
Masha Yevzelman
Taxes - Technical (1.50)

YP Track IRS CE
E4. Level One: Form 1040 Basics (Continued)
Phyllis Kapetanakis
Taxes - Technical (1.50)

YP Track IRS CE
E5. Level Two: Form 1040 (Continued)
Pat Garverick
Taxes - Technical (1.50)

3:25 - 3:45 p.m. | Break and Exhibits

3:45 - 5 p.m. | Breakout Sessions

F1. Minnesota Legislative and Professional Update: What's Now, What's Next
Geno Fragnito, Linda Wedul
Business Management & Organization - Non-Technical (1.50)

F2. Selling a Business: A Practical Guide for CPAs as Advisors to Business Owners
Dan Mulvaney
Specialized Knowledge - Technical (1.50)

Session presented and sponsored by Sunbelt Business Advisors and True North Mergers & Acquisitions

CFP
F3. Now What? Economy in Flux
Dr. Christopher Kuehl
Economics - Technical (1.50)

YP Track
F4. Level One: Minnesota Individual Income Tax: Form M1 and Other Schedules
Dana Duberry, Kelsey Newman
Taxes - Technical (1.50)

YP Track IRS CE
F5. Level Two: Tax Research: Intermediate Concepts
David Peters
Taxes - Technical (1.50)

5 - 6 p.m. | Happy Hour
Sponsored by AMBA, OneNet Global and Ryan LLC

6:30 - 8 a.m. | Check-in, Continental Breakfast

7 - 7:50 a.m. | Bonus Session

YP Friendly
Y1. Bonus Session: Minnesota Department of Revenue and Our Valued Partnership With MNCPA
Paul Marquart
Specialized Knowledge - Technical (1.00)

8 - 9 a.m. | Breakout Sessions

G1. Artificial Intelligence for Tax Professionals
Susan Smith
Information Technology - Technical (1.00)

CFP IRS CE
G2. The SECURE 2.0 Act and the One Big Beautiful Bill: What to Know and What to Do
Barry Schalkle
Taxes - Technical (1.00)

CFP IRS CE
G3. Farm Tax Update
Paul Neiffer
Taxes - Technical (1.00)

YP Track IRS CE
G4. The Tax Lifecycle of a Business
Christopher Martin, Kelsey Newman
Taxes - Technical (1.00)

9 - 9:20 a.m. | Break and Exhibits

9:20 - 10:35 a.m. | Breakout Sessions

CFP IRS CE
H1. Federal Individual Tax Highlights (Repeat of B1)
George Koutelieris, Greg White
Taxes - Technical (1.50)

CFP
H2. Estate Planning Unpacked: Wills, All the Trusts and Why It Matters
Claudia Revermann
Specialized Knowledge - Technical (1.50)

CFP IRS CE
H3. Foreign Tax Credits & Form 1116: Fundamentals and Strategies for U.S. Taxpayers
Aaron Boyer
Taxes - Technical (1.50)

YP Track IRS CE
H4. Level One: Depreciation Demystified: A Fresh Start for Tax Newbies
Rebecca Johnson
Taxes - Technical (1.50)

YP Track IRS CE
H5. Level Two: Partnership Capital Accounts and Basis
Todd Laney
Taxes - Technical (1.50)

10:35 - 10:55 a.m. | Break and Exhibits

10:55 a.m. - 12:10 p.m. | Breakout Sessions

CFP IRS CE
I1. Key Topics in OBBBA: A Deeper Dive
Susan Smith
Taxes - Technical (1.50)

I2. "Oh, You're A Tax Lawyer?" Questions From Happy Hours and So Much More
Alex Korzhen, Kathleen Pfutzenreuter, Benjamin Wagner
Taxes - Technical (1.50)

Session presented and sponsored by Wagner Tax Law

YP Friendly
I3. Excel Update 2025
Tommy Stephens
Computer Software & Applications - Non-Technical (1.50)

12:10 - 1 p.m. | Lunch | Government Relations Lunch (registration required) | Exhibits

1 - 2:15 p.m. | Breakout Sessions

CFP
J1. MN Estate Tax: Planning Strategies and Compliance Essentials
Tara Torseth
Taxes - Technical (1.50)

CFP IRS CE
J2. Federal Business Tax Highlights (Repeat of C2)
George Koutelieris, Greg White
Taxes - Technical (1.50)

J3. Working More Effectively With PDF Documents
Tommy Stephens
Computer Software & Applications - Non-Technical (1.50)

YP Track IRS CE
J4-K4. Level One: Form 1120-S
George Koutelieris, Greg White
Taxes - Technical (3.00)

YP Track IRS CE
J5-K5. Level Two: Form 1065
Pat Garverick
Taxes - Technical (3.00)

2:15 - 2:35 p.m. | Break and Exhibits

2:35 - 3:50 p.m. | Breakout Sessions

CFP
K1. Charitable Remainder Trusts in Practice: Advanced Strategies & Identifying Candidates
Luther Ranheim, Kyle Wesely
Specialized Knowledge - Technical (1.50)

CFP
K2. 2025 Minnesota Income Tax Update (Repeat of E2)
Dan Kidney
Taxes - Technical (1.50)

CFP IRS CE
K3. Cracking the K-1 Code: A Deep Dive Into Interpretation, New Codes and Complex Items
Danielle Tewes
Taxes - Technical (1.50)

3:50 - 4:10 p.m. | Break and Exhibits

4:10 - 5 p.m. | Breakout Sessions

CFP IRS CE
L1. The Art of Roth Conversions
George Koutelieris, Greg White
Specialized Knowledge - Technical (1.00)

ETHICS IRS CE
L2. Building a Sustainable Tax Practice Through Ethics
Sharyn Fisk
Regulatory Ethics - Technical (1.00)

L3. Collaboration Tools
Tommy Stephens
Computer Software & Applications - Non-Technical (1.00)

YP Track
L4. The Subtle Art of Standing Out
Linda Wedul
Personal Development - Non-Technical (1.00)

7 - 7:50 a.m. | Bonus Session

YP Friendly CFP IRS CE
Z1. Bonus Session: The One Big Beautiful Bill Act: What It Means for Section 174 and R&D Tax Benefits
Les Bryson, Ashley Sullivan
Taxes - Technical (1.00)

Session presented and sponsored by MSC

8 - 9:25 a.m. | Breakout Sessions

M1. AdvisorSmart for CPAs: Your Guide to Helping Clients Choose Better Financial Advisors
David Bromelkamp
Specialized Knowledge - Technical (1.50)

M2. Software Showcase: AI Tax Research
Kevin Boeckholt, David Haase, Nate Jones, Tommy Stephens
Computer Software & Applications - Non-Technical (1.50)

YP Friendly ETHICS
M3. The Ethics of AI: Navigating the Future of Responsible Innovation
Leah Donti
Behavioral Ethics - Non-Technical (1.50)

9:25 - 9:40 a.m. | Break

9:40 - 10:30 a.m. | Breakout Sessions

CFP
N1. College Planning Disrupted: Need-to-Know Changes From the One Big Beautiful Bill
Cozy Wittman
Specialized Knowledge - Technical (1.00)

YP Friendly CFP IRS CE
N2. Self-Employment Taxes for Partners: Are All Partners Tested Under a Functional Analysis
Edward Zollars
Taxes - Technical (1.00)

N3. The 40-Hour Firm: From Deadline Stress to Firm Freedom With a Subscription Business Model
Shannon Vincent
Business Management & Organization - Non-Technical (1.00)

10:30 - 10:45 a.m. | Break

10:45 a.m. - noon | Breakout Sessions

IRS CE
O1. BBA Partnership Exams and AARs: Ten Years on From the Bipartisan Budget Act of 2015
Edward Zollars
Taxes - Technical (1.50)

O2. General Risk Management Tips and Techniques for Protecting Your Practice
Duncan Will
Management Services - Technical (1.50)

YP Friendly
O3. Technology Update
Tommy Stephens
Information Technology - Technical (1.50)

Noon - 12:40 p.m. | Lunch

12:40 - 1:55 p.m. | Breakout Sessions

CFP
P1. Enhance Your Understanding of Social Security and Medicare Eligibility
Brian Rudolph
Specialized Knowledge - Technical (1.50)

YP Friendly CFP IRS CE
P2. Choosing the Best Retirement Plan for Small Business Clients
George Koutelieris, Greg White
Specialized Knowledge - Technical (1.50)

YP Friendly
P3. AI Tools: Microsoft Copilot
Tommy Stephens
Computer Software & Applications - Non-Technical (1.50)

1:55 - 2:10 p.m. | Break

2:10 - 3:25 p.m. | Breakout Sessions

Q1. Smarter Philanthropy: How to Leverage Donor-Advised Funds for Greater Impact
David Bromelkamp
Specialized Knowledge - Technical (1.50)

YP Friendly CFP IRS CE
Q2. Key Tax Changes Found in the One Big Beautiful Bill Act (OBBBA)
Edward Zollars
Taxes - Technical (1.50)

Q3. Protect Your Practice: Cybersecurity Made Simple for CPA Tax Firms
Leah Donti
Information Technology - Technical (1.50)

3:25 - 3:40 p.m. | Break

3:40 - 4:30 p.m. | Keynote

YP Friendly
R1. What's Your "And"? A People-Centric Approach to Leadership
John Garrett, CPA-turned-comedian, podcaster and author helping create people-first workplace cultures
Personal Development - Non-Technical (1.00)