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MNCPA Tax Conference

Barry Schalkle, CPA

Barry Schalkle

Strategic Wealth Planning Group
Minneapolis, MN

Barry Schalkle, JD, CPA (inactive), is with Strategic Wealth Planning Group and has more than 30 years of experience helping high-earning individuals structure retirement and estate plans to minimize risk, reduce taxes and achieve their long-term goals. He has written extensively on leveraging the Internal Revenue Code and other financial strategies to manage tax exposure and build secure, tax-efficient retirements. Barry also founded and facilitates a national study group of CPAs and attorneys dedicated to optimizing planning opportunities for their clients.

Conference session(s)

Session C1: Monday, 11 a.m. - 12:15 p.m.
C1. Helping Your Clients Plan for a Tax-Free Retirement

Session G2: Tuesday, 8 - 9 a.m.
G2. The SECURE 2.0 Act and the One Big Beautiful Bill: What to Know and What to Do

Thank you, TAX25 sponsors!

SESSION SPONSORS

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