Credits

All continuing education amounts are based on attendance at all three days of the conference unless otherwise noted. For Young Professionals Track CPE details please visit the YP Track page.

---

CPE

CPE: 24 hours available for main conference; 2 hours available for bonus sessions

• Day 1: 8 CPE max
• Day 2: 9 CPE max (8 CPE main conference, 1 CPE bonus session)
• Day 3: 9 CPE max (8 CPE main conference, 1 CPE bonus session)

CPE sponsor information:

The Minnesota Society of CPAs (MNCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

• CPE sponsor: MNCPA (NASBA ID#: 139884)
• NASBA fields of study (FOS): Refer to individual session descriptions.
• Technical/non-technical credit classification: Session dependent. Refer to individual session descriptions.
• Level: Update
• Format: Group internet-based
• Prerequisites: None
• Advance prep: None
• Learning objectives:
  • Evaluate the impact of recent state and federal tax developments on individuals and businesses.
  • Apply strategies to minimize tax liabilities, maximize credits and avoid common tax traps for your clients or organization.
  • Assess emerging technologies, data security trends and practice management innovations for their potential impact on your work.

---

Ethics: 3.5 hours available (session dependent)
To claim ethics credits, you must register for and attend approved sessions:

• D3. Ethics Update (1 credit)
• L2. Building a Sustainable Tax Practice Through Ethics (1 credit)
• M3. The Ethics of AI: Navigating the Future of Responsible Innovation (1.5 credits)

CFP^®

CFP: 20 CFP credits available (session dependent)
To claim CFP credits, you must register for and attend approved sessions, and digitally sign in with your CFP ID.

• Day 1: 7 CFP max (YP Track: No CFP available)
• Day 2: 8 CFP max (YP Track: No CFP available)
• Day 3: 5 CFP (YP Track: 5 CFP max)

CFP qualifying sessions:

• B1. Federal Individual Tax Highlights (1.5 credits)
• B2. Calculating Debt Basis: S-Corps vs. Partnerships (1.5 credits)
• C1. Helping Your Clients Plan for a Tax-Free Retirement (1.5 credits)
• C2. Federal Business Tax Highlights (1.5 credits)
• C3. Renewable Energy Tax Credits & Incentives: What You Need to Know (1.5 credits)
• D1. New Era of Tax Incentives: R&D, Cost Segregation and More Under the One Big Beautiful Bill (1 credit)
• E1. Federal Estate/Gift and Generation-Skipping Transfer (GST) Tax (1.5 credits)
• E2. 2025 Minnesota Income Tax Update (1.5 credits)
• E3. State Income Tax Apportionment and Sourcing (1.5 credits)
• F3. Now What? Economy in Flux (1.5 credits)
• G2. The SECURE 2.0 Act and the One Big Beautiful Bill: What to Know and What to Do (1 credit)
• G3. Farm Tax Update (1 credit)
• H1. Federal Individual Tax Highlights (1.5 credits)
• H2. Estate Planning Unpacked: Wills, All the Trusts and Why It Matters (1.5 credits)
• H3. Foreign Tax Credits & Form 1116: Fundamentals and Strategies for U.S. Taxpayers (1.5 credits)
• I1. Key Topics in OBBBA: A Deeper Dive (1.5 credits)
• J1. MN Estate Tax: Planning Strategies and Compliance Essentials (1.5 credits)
• J2. Federal Business Tax Highlights (1.5 credits)
• K1. Charitable Remainder Trusts in Practice: Advanced Strategies & Identifying Candidates (1.5 credits)
• K2. 2025 Minnesota Income Tax Update (1.5 credits)
• K3. Cracking the K-1 Code: A Deep Dive Into Interpretation, New Codes and Complex Items (1.5 credits)
• L1. The Art of Roth Conversions (1 credit)
• Z1. Bonus Session: The One Big Beautiful Bill Act: What It Means for Section 174 and R&D Tax Benefits (1 credit)
• N1. College Planning Disrupted: Need-to-Know Changes From the One Big Beautiful Bill (1 credit)
• N2. Self-Employment Taxes for Partners: Are All Partners Tested Under a Functional Analysis (1 credit)
• P1. Enhance Your Understanding of Social Security and Medicare Eligibility (1.5 credits)
• P2. Choosing the Best Retirement Plan for Small Business Clients (1.5 credits)
• Q2. Key Tax Changes Found in the One Big Beautiful Bill Act (OBBBA) (1.5 credits)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP^® (with plaque design) certification mark and the CFP^® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD^® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.

CLE

CLE (Standard): 19.5 credits available

IRS CE

IRS CE: 14 IRS CE available (session dependent)
To claim IRS CE credits, you must register for and attend approved sessions, and digitally sign in with your PTIN.

• Day 1: 4 IRS CE max (YP Track: 4 IRS CE max)
• Day 2: 6 IRS CE max (YP Track: 4 IRS CE max)
• Day 3: 5 IRS CE max (YP Track: 5 IRS CE max)

IRS CE qualifying sessions:

• B1. Federal Individual Tax Highlights (1 credit)
• B2. Calculating Debt Basis: S-Corps vs. Partnerships (1 credit)
• B4. Level One: Form 1040 Basics (1 credit)
• B5. Level Two: Form 1040 (1 credit)
• C1. Helping Your Clients Plan for a Tax-Free Retirement (1 credit)
• C2. Federal Business Tax Highlights (1 credit)
• C3. Renewable Energy Tax Credits & Incentives: What You Need to Know (1 credit)
• C4. Level One: Form 1040 Basics (Continued) (1 credit)
• C5. Level Two: Form 1040 (Continued) (1 credit)
• D1. New Era of Tax Incentives: R&D, Cost Segregation and More Under the One Big Beautiful Bill (1 credit)
• E1. Federal Estate/Gift and Generation-Skipping Transfer (GST) Tax (1 credit)
• E4. Level One: Form 1040 Basics (Continued) (1 credit)
• E5. Level Two: Form 1040 (Continued) (1 credit)
• F5. Level Two: Tax Research: Intermediate Concepts (1 credit)
• G2. The SECURE 2.0 Act and the One Big Beautiful Bill: What to Know and What to Do (1 credit)
• G3. Farm Tax Update (1 credit)
• G4. The Tax Lifecycle of a Business (1 credit)
• H1. Federal Individual Tax Highlights (Repeat of B1) (1 credit)
• H3. Foreign Tax Credits & Form 1116: Fundamentals and Strategies for U.S. Taxpayers (1 credit)
• H4. Level One: Depreciation Demystified: A Fresh Start for Tax Newbies (1 credit)
• H5. Level Two: Partnership Capital Accounts and Basis (1 credit)
• I1. Key Topics in OBBBA: A Deeper Dive (1 credit)
• J2. Federal Business Tax Highlights (Repeat of C2) (1 credit)
• J4-K4. Level One: Form 1120-S (1 credit)
• J5-K5. Level Two: Form 1065 (1 credit)
• K3. Cracking the K-1 Code: A Deep Dive Into Interpretation, New Codes and Complex Items (1 credit)
• L1. The Art of Roth Conversions (1 credit)
• L2. Building a Sustainable Tax Practice Through Ethics (1 credit)
• N2. Self-Employment Taxes for Partners: Are All Partners Tested Under a Functional Analysis (1 credit)
• O1. BBA Partnership Exams and AARs: Ten Years on From the Bipartisan Budget Act of 2015 (1 credit)
• P2. Choosing the Best Retirement Plan for Small Business Clients (1 credit)
• Q2. Key Tax Changes Found in the One Big Beautiful Bill Act (OBBBA) (1 credit)
• Z1. Bonus Session: The One Big Beautiful Bill Act: What It Means for Section 174 and R&D Tax Benefits (1 credit)

Session registration

Session registration is required to ensure continuing education credits are awarded correctly.

You may select or update your session selections through Wednesday, Nov. 19.

Certificates of attendance

CPE transcripts (certificates of attendance) will be updated with TAX25 information by Friday, Dec. 12.

View your CPE transcript