P Sessions
Wednesday, November 18,
12:40 p.m. - 1:30 p.m.
P1. Minnesota Income Tax Update (Repeat of J1)
Speaker(s): Dan Kidney
NASBA field of study: Taxes - Technical (1)
If you love dealing with Minnesota not conforming to major federal tax bills, you’re in luck! As of August 2020, Minnesota decouples from all five federal tax bills enacted after 2018, including the Coronavirus Aid, Relief and Economic Security (CARES) Act, which affects 2017-2018 as well as 2019-2020. Prepare for the 2021 filing season by navigating 2020 tax forms and getting updated on the 2017-2018 Minnesota implications for taxpayers amending federal returns for those years under the CARES Act. Gain insight on the Minnesota tax bills enacted during 2020 and Minnesota Department of Revenue COVID-19 policy responses related to nexus, withholding and residency implications of cross-border telecommuting.
P2. Toxic Client Relationships: Strategies to Identify, Remove and Replace Them
Speaker(s): Kristy Gusick
NASBA field of study: Business Management & Organization - Non-Technical (1)
Toxic clients plague many professional services firms and can be a major cause of burnout and staff turnover. You can only serve a finite number of clients well, so why not focus on the ones who are most rewarding? In this practical session, find out how to do it. Gain guidance on how to identify your toxic clients and how (and when) to disengage from them. Learn how to clarify who your ideal, A-level clients are so you can retain them and acquire more of them. Leave with strategies to prevent toxic clients in the future so you can maintain a more profitable, pleasant client base.