MNCPA Tax Conference

Barry Schalkle, CPA

Strategic Wealth Planning Group
Minneapolis, MN

Barry Schalkle, J.D., CPA, is the managing principal of Strtegic Wealth Planning Group, headquartered in Minneapolis. He has 14 years experience as a specialist in financial, estate, retirement and business planning, which enables him to provide personalized tax, investment and insurance strategies to some of the wealthiest families in the Midwest. He is a former Arthur Andersen & Co. tax accountant and is a licensed Renaissance Associate.

Conference session(s)

Session M2: Wednesday, 8 – 9:20 a.m.
M2. Retirement Planning Tools: Strategies for Individuals and Small Businesses

Session M2: Wednesday, 8 – 9:20 a.m.
M2. Retirement Planning Tools: Strategies for Individuals and Small Businesses

Session N1: Wednesday, 9:35 – 10:25 a.m.
N1. Income Tax Strategies to Help Your Clients Today

Session N1: Wednesday, 9:35 – 10:25 a.m.
N1. Income Tax Strategies to Help Your Clients Today