Exhibitors & Sponsors

Accsurant

12 Roosevelt Dr
Mystic, CT 06355
Phone: 203-829-4288
Web: https://accsurant.com/

Company Description: Accsurant, through our parent company MResult, has been providing business process support and financial analysis services to startups and fortune 500 companies for over 15 years. We’re a U.S. company with offices in New Haven, Bangalore and Mangalore.

SESSION SPONSOR
G3. Is Oursoursing the Answer to your High Turnover Challenges or Shortage of Resources

Products: Remote accounting worker and FP&A tool

AMBA - MNCPA partner

4050 NW 114th St
Urbandale, IA 50322
Phone: 800-503-9230 for PL: 866-795-0154 ext. 10952
Web: http://www.mncpa-insurance.com

Company Description:

AMBA has been a long-time partner of the MNCPA and has recognized that individuals who join professional associations are a better risk. MNCPA members therefore receive discount rates. Save time and money with competitive quotes on the following products:

• Group 10-Year and 20-Year Level Term Life Insurance
• Group Accidental Death and Dismemberment Insurance
• Group Disability Income Insurance
• Long-Term Care Insurance
• Annual Renewable Group Term Life Insurance
• Senior Group Term Life Insurance
• Accountants Professional Liability Insurance
• Cyber Privacy Liability Insurance
• Auto/Home Insurance
• Travel Assistance—AssistPlus
• And Many More!

Products: MNCPA member insurance benefits like Accountants Professional Liability Insurance, Cyber Liability Insurance and much more

Bethel University

3900 Bethel Dr.
Saint Paul, MN 55112
Phone: 651-638-6400
Web: https://www.bethel.edu/graduate/academics/mba/jumpstart/professional-pathway

Company Description:

Bethel’s MBA program offers unique opportunities for those with master's level professional certifications. For example, if you are a certified public accountant (CPA), certified financial planner (CFP), project management professional (PMP), or other certified professional you can take your career to the next level with an MBA to gain valuable business and leadership experiences.

How does it work?

If you have a professional certification such as a CPA, CFP, or PMP, you can start your MBA journey at Bethel with nine credits, meaning you won’t have to take three courses—a savings of $5,850. This is a great opportunity for professionals like you to earn an MBA with a Management Concentration faster, giving you the opportunity to gain skills and experience to help you move into key leadership and executive roles.

Products: Graduate programs in business and leadership

Bridge West Consulting

332 Minnesota St Ste W900
St. Paul, MN 55101
Web: https://bridgewestconsulting.com/

Company Description:

Bridge West Consulting works with all types of organizations that provide legal recreational cannabis, medical marijuana, low-THC and high-CBD products, hemp farming, and ancillary services. We also regularly partner with law firms and tax attorneys to defend our clients against taxing authorities. Our professionals are often retained as expert witnesses in tax and legal matters, and as advisors in mergers and acquisitions. In addition, we actively lobby for legal recreational use of cannabis nationwide.

Making the right decisions at the right time is critical for any business. For cannabis and hemp businesses, the importance of timing increases tenfold because the legalized marijuana and federal hemp marketplace is ever evolving. Legislation is constantly changing and operational challenges can arise when least expected.

Products: Cannabis resources for CPAs

Capstan Tax Strategies

200 Dryden Rd, Ste 3400
Dresher, PA 19025
Phone: 215-775-8510
Web: https://capstantax.com

Company Description:

Capstan Tax Strategies is a professional services firm that partners with taxpayers and CPAs to maximize tax savings. With our collaborative and consultative approach, we assist with the “heavy lifting” of detailed, science-driven solutions required to maximize tax efficiencies.  Our core services include Cost Segregation Studies, Energy Studies, and R&D Tax Credit Studies. 

SESSION SPONSOR
E3. Inflation Reduction Act of 2022: Transforming 179 D and 45L

Products: R&D tax credit studies, cost segregation studies

Door prize: $100 Amazon gift card

Choice Bank

2640 Eagan Woods Dr.
Eagan, MN 55121
Phone: 651-289-2222
Web: http://www.bankwithchoice.com

Company Description:

We’re here to help businesses succeed. Guided by our People First approach—we’re proud that our roots are local, decisions are local and our leadership is local. From banking to insurance, and succession planning to employee benefits, we focus on building strong relationships with our clients by giving them quick answers, access to decision makers, solutions that actually work for them and a team of experts who genuinely care about their success.

Products: Business banking services for financial professionals

CRSP Connect LLC

146 W 29th St Ste 10W
New York, NY 10001
Phone: 631-672-5934
Web: https://www.crspconnect.com

Company Description:

CRSP Connect is an Outsourcing Firm and a trusted provider of efficient Finance & Accounting Outsourcing Services for businesses in various sectors. With an experienced team of qualified accountants backed by a well-functioning infrastructure, We specialize in finding effective Offshore Solutions tailored to the specific needs of our clients.

Products: Offshore staffing and outsourcing

Dell Technologies - MNCPA partner

1 Dell Way
Round Rock, TX 78682
Phone: 512-513-0037
Web: http://www.dell.com/mncpa

Company Description:

Virtual only
Dell Technologies gives your company or CPA firm access to comprehensive technology solutions to help you grow and scale your business. Dell Technologies has partnered with the Minnesota Society of CPAs to give members exclusive offers, access to dedicated tech advisors, and free on-site technology audits. We are here to provide information on equipment such as laptops, desktops, peripherals, storage, security & networking. 

Products: Technology discounts for MNCPA members

Drake Software

235 East Palmer St
Franklin, NC 28734
Phone: 800-890-9500
Web: https://www.drakesoftware.com

Company Description:

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade.

Products: Tax preparation software

Door prize: $200 Visa gift card

Edward Jones

15800 32nd Ave N
Plymouth, MN 55447
Phone: 612-216-5559
Web: http://www.edwardjones.com/us-en/financial-advisor/sean-mccullough

Company Description: We've consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately-owned company, Edward Jones has a very personal feel that's almost like family. Out of our partnership structure grows a spirit of collaboration. We have a shared focused on doing what's best for our clients, our communities and one another.

Products: ERISA plan fiduciary services, education, plan monitoring, financial planning

Huntington Bank

11100 Wayzata Blvd
Minnetonka, MN 55305
Phone: 763-232-1217
Web: https://www.huntington.com

Company Description: Huntington is a full-service banking provider primarily operating across an eleven-state banking franchise of Ohio, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Pennsylvania, West Virginia, and Wisconsin. Our “Welcome” philosophy centers around deep relationship-building capabilities to best meet each customer’s specific needs. We serve our customers through a banking network of over 1,000 full-service branches, including 11 Private Client Group offices, and over 1,600 ATM locations.

Products: Acts, treasury, SBA financing and equipment finance

Internal Revenue Service

316 Robert St N,
St. Paul, MN 55101
Web: https://www.irs.gov

Company Description: We're organized to carry out the responsibilities of the Treasury secretary per Internal Revenue Code (IRC) Section 7801. The IRS was created based on the secretary's authority to administer and enforce the internal revenue laws.

Minnesota Department of Revenue

600 N. Robert St.
St Paul, MN 55101
Phone: 651-556-6622
Web: http://www.revenue.state.mn.us

Company Description: The Minnesota Department of Revenue manages the state’s revenue system and administers state tax laws. The department manages over 30 different taxes and collects $26.7 billion annually. The Income Tax and Withholding Division tax professional outreach coordinator, Mark Krause, will be available to talk with you during scheduled break times. Bring us your questions and concerns to engage with us during the conference. We are here to help!

Minnesota Society of CPAs

1650 W 82nd St Ste 600
Bloomington, MN 55431
Phone: 951-831-7207
Web: http://www.mncpa.org

Company Description:

Belonging to the MNCPA is more than membership. It’s community. It’s cause. It’s commitment. Collectively, it’s what makes a profession so impactful.

Choosing to belong to the MNCPA speaks volumes for what you want the accounting profession to be. We – collectively – are the MNCPA. And together, we make a difference.

Products: MNCPA member benefits

MN Dept. of Employment and Economic Development - Unemployment Insurance

332 Minnesota St.
St. Paul, MN 55101
Phone: 651-296-6141
Web: https://www.uimn.org

Company Description: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to those Minnesota workers who become unemployed through no fault of their own. It is an economic stabilizer/stimulator in times of economic downturn and helps maintain an available skilled workforce for employers. The Department of Employment and Economic Development (DEED) supervises and administers the UI program.

Products: Unemployment insurance information

MNDNR Nongame Wildlife Program

Company Description: Your donations to the Nongame Wildlife Program help Minnesota’s wildlife in a big way!

There’s also no limit; whatever dollar amount you donate will be double matched! $20 will become $60, $30 will become $90, and so on.

These donations play a large role in the success of our program. We use your donations to fund many of our projects and to meet requirements for federal wildlife grants. To obtain one of these grants, we need to provide 35% of the funding. Your donations and their RIM matches count towards this percentage and help us secure funding to implement projects like the Wildlife Action Plan.

Products: Nongame Wildlife Checkoff on Minnesota tax forms.

Door prize: Book

MS Consultants LLC

100 Corporate Pkwy., Ste. 200
Buffalo, NY 14426
Phone: 757-705-6264
Web: https://www.costsegs.com/

Company Description:

For more than 25 years, the MSC team has developed long-lasting business relationships based on our unwavering commitment to the best interests of all our clients. We combine impeccable client service with unparalleled real estate tax expertise to deliver a customer experience based on shared trust and mutual success. Our ten offices located throughout the country meet local and national needs with teams of experts in their respective fields.

SESSION SPONSOR
C3. SEC.1031 Under the Final Regulations: Opportunities and Potholes

Products: Cost segregation and energy-efficiency studies

Saint Paul & Minnesota Foundation

101 5th St E Ste 2400
St. Paul, MN 55101
Web: https://www.spmcf.org

Company Description:

The Saint Paul & Minnesota Foundation is a statewide community foundation that serves all of Minnesota. We got our start in Saint Paul in 1940, and today we steward nearly $2 billion in charitable assets for community good.
Guided by our aspiration, purpose and core values, we work every day to inspire generosity, advocate for equity and invest in community-led solutions. We are proud to invest in community-led solutions. 

Each year, alongside our donors, we make over 8,500 grants to the nonprofit community. We also collaborate with communities in identifying, convening around and advocating for critical issues that affect the world today.

We bring together donors, nonprofits and community members to address some of the biggest problems facing Minnesota communities. We inspire generosity, advocate for equity and invest in community-led solutions to make Minnesota better for all who call it home.

Products: Philanthropic services

Door prize: Git card

SharePoint Credit Union - MNCPA partner

5300 Hyland Greens Dr.
Bloomington, MN 55437-3933
Phone: 952-930-0700
Web: http://www.sharepointcu.com/mncpa

Company Description:

SharePoint Credit Union is a local, trusted, not-for-profit member-owned financial cooperative since 1933. We serve the eight-county metro community, including over one hundred businesses and their employees. As a trusted financial cooperative, we provide value, convenience and exceptional service that is unique to each member.  Our profits are re-invested into our membership in the form of better rates, security, and technology.

Products: Credit union membership for MNCPA members

Sit Mutual Funds

80 S 8th St Ste 3300
Minneapolis, MN 55402
Phone: 612-359-2554
Web: https://www.sitfunds.com

Company Description:

Sit Investment Associates offers no-load mutual funds, collective investment trusts, separately managed accounts and an ETF. The portfolios are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. For more information, please contact Steve Benjamin at number above or visit our website.

Products: No-load mutual funds

Door prize: $50 Amazon gift card

Transworld Business Advisors

3800 American Blvd W Suite 760
Bloomington, MN 55431
Phone: 888-290-5232
Web: https://www.TworldNorthStar.com

Company Description: Whether you're a business owner looking to sell your company, represent an acquisition-minded corporation, or are interested in owning your own business, our business brokers can help you get the most out of your investment.

Products: We sell businesses

VC3

5614 Grand Ave
Duluth, MN 55807
Phone: 612-417-1008
Web: https://www.vc3.com

Company Description:

VC3 is a managed IT and cybersecurity services provider serving municipalities, financial services organizations, and businesses throughout North America. Organizations come to us for technology solutions that build bridges, not barriers, and to get the expertise they need to manage cyber risks and IT infrastructure. Over 1,100 municipalities and 700 businesses rely on VC3's cybersecurity expertise, sector-specific focus, ability to grow with our clients, and relentless automation to manage, protect, and accelerate their organization's technology. We can become your IT department, work alongside your internal IT team to make them more successful, or help you with specialized needs such as cloud hosting, data backup, or application development.

Session sponsor
I3. Cybersecurity and the FTC Safeguards Rule: What you Need to Know to Protect Your Firm

Products: Managed IT and Cybersecurity services

Versique Search & Consulting

6465 Wayzata Blvd., Ste. 800
Minneapolis, MN 55426
Phone: 952-935-2000
Web: https://www.versique.com/

Company Description:

Versique is a high-performance recruiting firm that specializes in interim solutions, direct hire, and executive leadership search. Our team of experienced professionals and seasoned leaders across various areas of expertise and industries have been in your shoes. We quickly assess your whole people picture and identify key elements that will take your business to the next level. At Versique, we believe people are more than a resume. People invent, propel, unearth, and build. They transform teams, markets, industries, and bottom lines. People do more than just fill an open position. They open greater potential. We believe people are the ultimate business advantage. Let’s find your people together. And make the best possible. #PeopleMakeItPossible

Products: Finance, Accounting and Human Resources consulting and direct hire

Wagner Tax Law

7900 West 78th Ste. Ste 350
Edina, MN 55439
Phone: 952-921-2101
Web: https://wagnertaxlaw.com/

Company Description:

Wagner Tax Law provides businesses and individuals with purposeful solutions, dedicated service, and unparalleled expertise to help them address their tax matters with confidence. Our experience makes us a trusted resource for accountants and law firms whose clients need a tax law specialist. Our attorneys have successfully resolved audits, appeals, collection matters, and litigation in the U.S. Tax Court, Federal District Court, U.S. Claims Court, and the Minnesota Tax Court.

SESSION SPONSOR
F3: IRS Topic

Products: Provides a collaborative approach to managing your tax controversies.

Wesely & Wesely CPAs

10201 Wayzata Blvd Ste 300
Minnetonka, MN 55305
Phone: 952-525-9630
Web: https://www.weselycpas.com

Company Description: Wesely & Wesely CPAs specializes in charitable remainder trust tax administration and planning, and charitable tax planning for charitably inclined individuals.  Over the course of decades, we have mastered an efficient system for CRT tax administration providing timely K-1’s and a helpful set of annual reports, all at a reasonable cost.  We often handle CRT tax administration where another CPA handles the rest of the client’s tax needs.  In a time when firms are stretched for resources, we are here to help take one-off CRT and CLT (charitable lead trust) projects off your workload without jeopardizing your client relationship.
 

Products: Specialists in charitable remainder trust tax administration and planning

West Bend Mutual Insurance

1900 S 18th Ave
West Bend, WI 53095
Phone: 800-236-5010
Web: http://www.thesilverlining.com

Company Description:

A proud supporter of the MNCPA - West Bend Mutual Insurance Company, headquartered in West Bend, Wisconsin, provides property/casualty insurance products throughout the Midwest. The company offers a broad personal lines coverage package, a full range of commercial products and services, and insurance for specialty lines. West Bend employs more than 1,000 associates and is represented by approximately 1,200 independent insurance agencies throughout Wisconsin, Illinois, Iowa, Minnesota, Indiana, Ohio, Michigan, Missouri, Kansas, and Kentucky. The company has been rated A (Excellent) or better by A.M. Best since 1971 and is consistently ranked at the top of a nationwide ease-of-doing business survey.

Products: Discount on home and auto insurance for MNCPA members

Door prize: Portable car jump starter kit

Wolters Kluwer Tax & Accounting

225 Chastain Meadows Ct Ste 200
Kennesaw, GA 30144
Phone: 214-622-4768
Web: https://TaxNA.WoltersKluwer.com

Company Description:

Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes.
 
With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

Products: Tax, audit, firm management and tax research solutions

Door prize: $200 eGift card