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D Sessions

Monday, November 13,
1 p.m. - 1:50 p.m.

D1. MN DOR Update

Speaker(s): Paul Marquart
NASBA field of study: Taxes - Technical (1)

The Minnesota Department of Revenue (MN DOR) has had another busy year. Hear from Commissioner Paul Marquart on the latest happenings. Get an overview of recently passed law changes, review the implementation efforts, and get up to date on the department’s work to prepare for the upcoming tax filing season.

D2. Employee Retention Credit: IRS Enforcement Activity, Potential Liabilities and Risks to CPAs

Speaker(s): Edward Zollars
NASBA field of study: Taxes - Technical (1)

Even though 2020 and 2021 are in the rearview, the buzz around Employee Retention Credit (ERC) consultants has not waned. They continue to advocate for hefty refunds, often leading employers down a precarious path. Unfortunately, you are left grappling with the aftermath of these claims. Explore the latest IRS guidance, ongoing enforcement actions and the potential pitfalls taxpayers may encounter – which extend beyond mere repayments. Additionally, address the dilemmas you face when clients demand amendments to payroll or income tax returns based on questionable claims. The IRS recently announced a moratorium on processing new ERC claims, so you need to be ready to assist clients dealing with these issues.

D3. Power BI In Ten Easy Steps

Speaker(s): Stephen Yoss
NASBA field of study: Computer Software & Applications - Non-Technical (1)

If you're ready to get started with Power BI or refine your skills, plan to participate in this session. Learn how to query data into Power BI, create visualizations in your reports, convert those reports to dashboards, optimize for mobile viewing, secure your dashboards and share them with your team.

D4. Business and Dining Etiquette: Professionalism in the Workplace (session begins with lunch)

Speaker(s): Deenna Steinhaus
NASBA field of study: Personal Development - Non-Technical (2.00)

Good manners and professional behavior are important in all settings. During the pandemic, college students and those new to the workforce lost the opportunity to learn etiquette in a professional setting. Make up for lost time with this interactive lunch-and-learn session. Learn about appropriate behaviors that will give you confidence that you are perceived as professional by your managers, coworkers and clients. Practice basic dining etiquette for professional and formal settings and get tips for presenting yourself as a confident professional. This session is part of the TAX23 Young Professionals Track.