D Sessions
Monday, November 18,
1 p.m. - 2:15 p.m.
D1. Troublesome Income Tax Issues for Trusts and Estates
Speaker(s): Edward Zollars
NASBA field of study: Taxes - Technical (1.5)
Discover key issues impacting the income taxation of trusts and estates, including charitable contributions on fiduciary returns, allocating expenses in determining the makeup of Distributable Net Income, complex vs. simple trusts and when to recognize a grantor trust.
D2. Federal Business Tax Highlights
Speaker(s): Pat Garverick
NASBA field of study: Taxes - Technical (1.5)
Review various federal income tax laws impacting businesses, emphasizing newly enacted tax legislation, court cases and IRS guidance. Session topics will be determined based on the most recent developments up to the date of the conference.
D3. MN Legislative and Professional Update
Speaker(s): Geno Fragnito, Linda Wedul
NASBA field of study: Business Management & Organization - Non-Technical (1.5)
Stay ahead with the Minnesota Legislative and Professional Update. Discover how local legislative activities, election results and new Board of Accountancy rules impact your business and clients. Learn about national developments that broaden CPA pathways and key trends shaping 2025. Join us to understand MNCPA’s behind-the-scenes efforts to advance CPA issues.
D4. Minnesota Individual Income Tax: Form M1 and Other Schedules
Speaker(s): Keri Reiter
NASBA field of study: Taxes - Technical (1.5)
Gain a solid understanding of individual income tax returns during this comprehensive session. Learn about the calculation of taxable income under Minnesota laws and reporting adjustments for Minnesota purposes on supporting schedules. Enhance your tax preparation skills and build confidence in handling Minnesota individual income tax returns.