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F Sessions

Monday, November 13,
3:45 p.m. - 5 p.m.

F1. MN Legislative and Professional Update

Speaker(s): Geno Fragnito, Linda Wedul
NASBA field of study: Business Management & Organization - Non-Technical (1.5)

Dive into the eventful year of 2023 at the Capitol and its impact on the profession. Explore the MNCPA's advocacy efforts, legislative issues affecting you and your clients, and rule changes at the Minnesota Board of Accountancy. Discover initiatives to expand the pathway to CPA licensure and foster future CPAs. Get ahead of the game by examining emerging trends in technology, services and skills within the profession to strategically prepare for upcoming opportunities.

F2. Federal Business Tax Highlights

Speaker(s): J. Patrick Garverick
NASBA field of study: Taxes - Technical (1.5)

Review various federal income tax laws impacting businesses, with an emphasis on newly enacted tax legislation, court cases and IRS guidance. Topics will be up to date and timely depending on the most recent developments.

F3. The Anatomy of Sales and Use Case: From Audit to Litigation

Speaker(s): Benjamin Wagner
NASBA field of study: Taxes - Technical (1.5)

The Minnesota Department of Revenue is expanding its reach regarding sales and use tax obligations. Knowing the process should make it easier for you to secure more favorable results. Gain an understanding of the ins and outs of a typical sales and use tax examination, including what to expect during the audit and tips and tricks for successfully resolving a case in the Minnesota Appeals and Legal Services Division. Get insights on the nuts and bolts of a sales and use tax case. Review creative ways to resolve a pending examination without having to proceed to appeals and sidestep pitfalls in your pending sales and use tax examinations. This session is sponsored by Wagner Tax Law, P.A.

F4. Excel Accelerator: Essential Skills for Young Professionals

Speaker(s): Stephen Yoss
NASBA field of study: Computer Software & Applications - Non-Technical (1.5)

Excel is the default program for many tax professionals--and highly effective, if used correctly. Get the necessary tools to turn data into meaningful information and examine cutting-edge ways to store, retrieve, report and analyze data using Excel and plugins. Receive recommendations on how to more efficiently use Excel and potential traps to avoid. Bring your devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets and demo tools. This session is part of the TAX23 Young Professionals Track.