K Sessions
Tuesday, November 18,
2:35 p.m. - 3:50 p.m.
K1. Charitable Remainder Trusts in Practice: Advanced Strategies & Identifying Candidates
Room: M100E
Speaker(s): Luther Ranheim, Kyle Wesely
NASBA field of study: Specialized Knowledge - Technical (1.5)
Gain advanced insights into Charitable Remainder Trusts (CRTs), focusing on when and how to apply them in complex client situations. Explore strategies for planning with real estate, illiquid assets and IRAs, as well as considerations for income beneficiaries seeking early exits. Understand how to recognize client characteristics, life events and asset scenarios that signal when a CRT is an effective philanthropic and legacy planning tool. In addition, explore the CRT provider landscape, with special emphasis on the role of Community Foundations in fostering donor engagement, preserving legacy and ensuring long-term stewardship.
Room: M100E, Mezzanine Level | View map
K2. 2025 Minnesota Income Tax Update (Repeat of E2)
Room: L100
Speaker(s): Dan Kidney
NASBA field of study: Taxes - Technical (1.5)
(Repeat of E2.) The 2025 spring legislative session brought only modest tax changes, and questions remain about Minnesota’s alignment with the federal One Big Beautiful Bill Act (OBBBA). Join us to explore Minnesota tax law updates about these and related issues, and the impact of the Minnesota Supreme Court’s groundbreaking Humana MarketPoint decision.
Room: L100, Lower Level | View map
K3. Cracking the K-1 Code: A Deep Dive Into Interpretation, New Codes and Complex Items
Room: M100C
Speaker(s): Danielle Tewes
NASBA field of study: Taxes - Technical (1.5)
Build confidence and efficiency in reviewing and interpreting K-1s by learning how to analyze K-1s from the recipient’s perspective, apply new and updated codes and address complex or less common crossover items between individual and business returns. With a focus on practical strategies, understand how to streamline the K-1 review process — saving time, reducing errors and improving reporting accuracy for clients.
Room: M100C, Mezzanine Level | View map