View printable main conference schedule (PDF)

Agenda

Main Conference

MON. NOV. 16 In-person or virtual
TUES. NOV. 17 In-person or virtual

All times are central.

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

8 - 9 a.m. | Keynote

A1. Quieting the Noise: Four Simple Choices to Live and Work On Purpose
John Mitchell, Darren Root, co-founders of Better Everyday, bring decades of experience helping leaders and accounting firm owners build engaging workplace cultures and create more profitable, purpose-driven firms
Personal Development - Non-Technical (1.00)

9 - 9:10 a.m. | Break and Exhibits

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

CFP IRS CE
B1. Unlocking the Secrets of a Tax Return
Sali Sheafor
Taxes - Technical (1.50)

CFP IRS CE
B2. The Trusted Tax Adviser's Guide to Small Business Retirement Plans
George Koutelieris, Greg White
Specialized Knowledge - Technical (1.50)

B3. The Operating System for the Simple Firm: Choosing a Tech Stack On Purpose - and the reasoning behind every piece
Darren Root
Information Technology - Technical (1.50)

10:25 - 10:55 a.m. | Break and Exhibits

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

CFP IRS CE
C1. Charitable Planning Toolkit: A Field Guide to Giving Vehicles
Mariah Brook, Kyle Wesely
Specialized Knowledge - Technical (1.50)

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

C3. Beyond the Courtesy Disconnect: Modern Tools to Resolve IRS Cases
Benjamin Wagner
Specialized Knowledge - Technical (1.50)

Session presented and sponsored by Wagner Tax Law

12:10 - 1 p.m. | Lunch (Sponsored by Newmark) | Small Firm Forum (registration required) | Exhibits

1 - 2:15 p.m. | General Session

CFP IRS CE
D1. Federal Individual Tax Highlights
George Koutelieris, Greg White
Taxes - Technical (1.50)

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

2:35 - 3:25 p.m. | Breakout Sessions

CFP IRS CE
E1. Next Level of Tax Efficient Investing
Carl Lymangood
Taxes - Technical (1.00)

CFP
E2. State Tax Nexus Expansion: Economic Presence, Remote Activities and P.L. 86-272
Masha Yevzelman
Taxes - Technical (1.00)

CFP IRS CE
E3. Airbnb vs. Traditional Rentals: Depreciation, Passive Losses and Tax Planning Insights
Ashley Sullivan
Specialized Knowledge - Technical (1.00)

Session presented and sponsored by MSC, LLC

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

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

F1. Minnesota Legislative and Professional Update
Geno Fragnito, Linda Wedul
Business Management & Organization - Non-Technical (1.50)

CFP IRS CE
F2. The Tax Return Review Playbook
Sali Sheafor
Taxes - Technical (1.50)

CFP
F3. Economic Conditions in Minnesota and the U.S.
Joseph Mahon
Economics - Technical (1.50)

5 - 6 p.m. | Happy Hour
Sponsored by AMBA

7 - 8 a.m. | Check-in and Exhibits

8 - 9:15 a.m. | Breakout Sessions

CFP IRS CE
G1. Lifecycle Financial Planning: Simple But Effective Individual Tax Planning Strategies
David Peters
Taxes - Technical (1.50)

CFP IRS CE
G2. Complex Partnership K-1s: Interpretation, Preparation and Planning Opportunities
Susan Smith
Taxes - Technical (1.50)

ETHICS
G3. Why Do Good People Sometimes Do Bad Things? Ethics and Professional Practice
Christopher Wong Michaelson
Behavioral Ethics - Non-Technical (1.50)

9:15 - 9:35 a.m. | Break and Exhibits

9:35 - 10:25 a.m. | Breakout Sessions

H1. A Fireside Chat with Department of Revenue Commissioner Marquart
Geno Fragnito, Paul Marquart
Specialized Knowledge - Technical (1.00)

CFP IRS CE
H2. New and Expanded Tax Benefits Associated with Section 1202 - Qualified Small Business Stock
Susan Smith
Taxes - Technical (1.00)

H3. Helping Clients Navigate Buyers in Today's Market
Chris Jones
Specialized Knowledge - Technical (1.00)

Session presented and sponsored by Sunbelt Business Advisor/TNMA

10:25 - 10:45 a.m. | Break and Exhibits

10:45 a.m. - 12:00 p.m. | Breakout Sessions

CFP IRS CE
I1. Beyond Wills: Trusts and Other Estate Planning Tools
Claudia Revermann
Specialized Knowledge - Technical (1.50)

CFP IRS CE
I2. Common Tax Challenges In Pass-Through Businesses
Susan Smith
Taxes - Technical (1.50)

CFP IRS CE
I3. Become a Tax Superhero: Uncovering Hidden Tax Incentives
Todd French
Taxes - Technical (1.50)

Session presented and sponsored by Capstan Tax Strategies

12:00 - 12:50 p.m. | Lunch (Sponsored by Newmark) | Government Relations Lunch (registration required) | Exhibits

12:50 - 2:05 p.m. | Breakout Sessions

CFP IRS CE
J1. Keeping Up with the Tax Code: Basis Calculations for S Corps and Partnerships
David Peters
Taxes - Technical (1.50)

CFP IRS CE
J2. Partnership & LLC (Form 1065): Formation to Liquidation Issues
Pat Garverick
Taxes - Technical (1.50)

J3. The Clear Path Ahead: Vision, Strategy and Unwavering Execution
Sandra Wiley
Business Management & Organization - Non-Technical (1.50)

2:05 - 2:25 p.m. | Break and Exhibits

2:25 - 3:40 p.m. | Breakout Sessions

CFP IRS CE
K1. Tax Planning Meets Legacy Planning: Designing Wealth That Outlives You
Lynita Mitchell-Blackwell
Specialized Knowledge - Technical (1.50)

CFP IRS CE
K2. Navigating Stock Options and Executive Compensation: Key Tax Compliance and Planning Strategies
Derek Dockendorf
Specialized Knowledge - Technical (1.50)

CFP
K3. 2026 Minnesota Income Tax Update
Dan Kidney
Taxes - Technical (1.50)

3:40 - 4:00 p.m. | Break and Exhibits

4 - 5 p.m. | Breakout Sessions

L1. Character Driven Leadership
Joe Cavanaugh, founder of Youth Frontiers and leader of Leadership Frontiers
Personal Development - Non-Technical (1.00)