A1. Harnessing AI in Accounting: Practical Applications for Today

YP Friendly

NASBA FOS: Specialized Knowledge - Technical (1.5)

AI stands to revolutionize not just accounting but how all knowledge work is done. This practical session is designed for anyone to develop an understanding of AI, while focusing on what’s useful today. Learn how AI is impacting the accounting landscape for firms and clients' business practices. Devise a clear framework for rolling out AI responsibly in your accounting firm and understand how to develop an agile firm capable of embracing continuous change, rather than being overwhelmed by it.

1. Jason Staats, CPA, MBA

   Mesa Digital Media LLC, Beaverton, OR

Break

B1. Federal Individual Tax Highlights

NASBA FOS: Taxes - Technical (1.5)

Review various federal income tax laws impacting individuals, emphasizing newly enacted tax legislation, court cases and IRS guidance. Topics will be determined based on the most recent developments up to the date of the seminar.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

B2. Minnesota Cannabis Market Update

NASBA FOS: Taxes - Technical (1.5)

Cannabis is a new, complex and growing industry. Learn the nuanced issues cannabis entrepreneurs and operators face. Also, understand how you, as a CPA, can help your clients who are business owners, looking to enter or invest in this industry. Gain an understanding of the opportunities and the unique tax and accounting challenges presented by the cannabis industry.

1. Cory Parnell, CPA

   BGM, Bloomington, MN

B3. Know Your Medicare Options

NASBA FOS: Specialized Knowledge - Technical (1.5)

Many financial professionals represent clients who are higher income and have questions about the Income Related Monthly Adjustment Amounts (IRMAA). This session is designed for CPAs, FPAs, and financial professionals who need to guide their clients through Medicare options. We will discuss when to start the Medicare application process, the pros and cons of working full time with a Group Health Plan versus applying for Medicare and whether Medicare enrollment is mandatory. This session will equip you with the essential knowledge to better serve your higher-income clients.

1. Rhonda Whitenack

   Social Security Administration Office of Public Affairs, Bloomington, MN

2. Brian Rudolph

B4. Networking for Young Professionals

YP Exclusive

NASBA FOS: Personal Development - Non-Technical (1.5)

Are you a CPA early in your career looking to build a strong professional network? Join us for an engaging session to learn what networking truly is and why it is crucial for your professional growth. Explore effective strategies for communication, event networking and practical ideas to incorporate networking into your daily life. Don’t miss this opportunity to enhance your networking skills and expand your professional connections!

1. Boz Bostrom, CPA, MBT

   College of St. Benedict & St. John's University, Collegeville, MN

Break

C1. Minnesota Department of Revenue Update

NASBA FOS: Taxes - Technical (1)

The Minnesota Department of Revenue (MN DOR) has had another busy year. Hear from Commissioner Paul Marquart on the latest happenings. Get an overview of recently passed law changes, review the implementation efforts, and get up to date on the department’s work to prepare for the upcoming tax filing season.

1. Paul Marquart

   Minnesota Department of Revenue, Saint Paul, MN

C2. Everything You Always Wanted to Know About Sales Tax But Were Afraid to Ask

NASBA FOS: Taxes - Technical (1)

Afraid of sales taxes? We get that! This session will ease your fears, shedding light on the darkest corners of exemptions and local tax rates and Internet sales and electronically delivered tech. Why are certain services taxable, like lawn mowing, while landscaping is not? Why is soda taxable but not apple cider? Who decided a Retail Delivery Fee is not a tax but is still oddly triggered by selling anything taxable? How in the world is software tangible? All will be revealed during this 50-minute magic act.

1. Thomas Zessman

   Minneapolis, MN

C3. Strategic Practices for Success: Outpacing Competitors, Adopting Technology and Nurturing Top Talent

NASBA FOS: Personnel/Human Resources - Non-Technical (1)

Join Bradley Trangsrud, Head of Client Accounting Services at alliantgroup, on a deep dive into how CPAs can leverage CAS to streamline and enhance their tax preparation process post-busy season, offering valuable insights for firms looking to improve efficiency and client service. Discover the key benefits of utilizing CAS for tax preparation.

1. Bradley Trangsrud

   alliantgroup, Houston, TX

C4. Professionalism From Office to After Hours

YP Exclusive

NASBA FOS: Personal Development - Non-Technical (1)

Appropriate behavior when interacting with coworkers and clients is crucial for new professionals, both during work and outside of the office. Pick up tips on proper ways to interact with people when meeting them for the first time, as well as guidelines for appropriate behavior in social settings. Ensure you are always presenting yourself professionally, no matter the context.

1. Deenna Steinhaus

   Etiquette and More, Mankato, MN

Lunch Break

D1. Troublesome Income Tax Issues for Trusts and Estates

NASBA FOS: Taxes - Technical (1.5)

Discover key issues impacting the income taxation of trusts and estates, including charitable contributions on fiduciary returns, allocating expenses in determining the makeup of Distributable Net Income, complex vs. simple trusts and when to recognize a grantor trust.

1. Edward Zollars, CPA

   Kaplan Financial Education, La Crosse, WI

D2. Federal Business Tax Highlights

NASBA FOS: Taxes - Technical (1.5)

Review various federal income tax laws impacting businesses, emphasizing newly enacted tax legislation, court cases and IRS guidance. Session topics will be determined based on the most recent developments up to the date of the seminar.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

D3. MN Legislative and Professional Update

NASBA FOS: Business Management & Organization - Non-Technical (1.5)

Stay ahead with the Minnesota Legislative and Professional Update. Discover how local legislative activities, election results and new Board of Accountancy rules impact your business and clients. Learn about national developments that broaden CPA pathways and key trends shaping 2025. Join us to understand MNCPA’s behind-the-scenes efforts to advance CPA issues.

1. Geno Fragnito

   Minnesota Society of CPAs, Bloomington, MN

2. Linda Wedul, CAE

   Minnesota Society of CPAs, Bloomington, MN

D4. Minnesota Individual Income Tax: Form M1 and Other Schedules

NASBA FOS: Taxes - Technical (1.5)

Gain a solid understanding of individual income tax returns during this comprehensive session. Learn about the calculation of taxable income under Minnesota laws and reporting adjustments for Minnesota purposes on supporting schedules. Enhance your tax preparation skills and build confidence in handling Minnesota individual income tax returns.

1. Keri Reiter, CPA

   Deloitte Tax LLP, Minneapolis, MN

Break

E1. Social Security: Know Your Options

NASBA FOS: Specialized Knowledge - Technical (1.5)

Over 70 million Americans depend on Social Security to be a part of their retirement income but not everyone understands the strategies and methods designed for those preparing for retirement. One of the most important planning decisions is when to claim Social Security (SSA) benefits. There are many factors to consider when making this important decision. This session is designed to take the confusion out of the many options available to receive Social Security and will help you and your client determine which option is best. Whether you are single, married, divorced, or widowed this valuable course will help you understand the various options.

1. Rhonda Whitenack

   Social Security Administration Office of Public Affairs, Bloomington, MN

2. Brian Rudolph

E2. Partnership 2024 Update

NASBA FOS: Taxes - Technical (1.5)

Examine recent developments in partnerships, including: new case law related to self-employment income in limited partnerships (Soroban Capital Partners); challenges with the BBA partnership audit rules; a partner’s responsibility to maintain basis records; required tax basis capital reporting and more.

1. Edward Zollars, CPA

   Kaplan Financial Education, La Crosse, WI

E3. Finding Your Flow in Constant Chaos

NASBA FOS: Personnel/Human Resources - Non-Technical (1.5)

We all know that the only constant is change, but what happens when change feels like chaos? With change all around, how can firm leaders stay goal-oriented for the sake of the firm? Explore what it means to find your flow to focus your leadership on the goals at hand, despite the steady chaos. While chaos won’t disappear, its impact will dissipate, allowing you and your team to ride the current.

1. Will Hill

   Will Hill Consultants, Ann Arbor, MI

E4. Young Professional 1040 Case Study Part 1

YP Exclusive

NASBA FOS: Taxes - Technical (1.5)

Review the basics of individual taxation, such as ordinary versus long-term capital gain tax rates, loss limitations, passive activities and the QBI deduction. Walk through a completed Form 1040 and examine how the Form 1120S Schedule K-1 and Form 1065 Schedule K-1 amounts are reported on the related schedules of Form 1040.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

Break

F1. Ethical Leadership

NASBA FOS: Behavioral Ethics - Non-Technical (1)

News of ethical violations spread quickly in today's world. Now more than ever, organizations risk losing employees and customers when a company acts unethically. Learn how your organization can stay protected by creating an ethical culture for all stakeholders.

1. Boz Bostrom, CPA, MBT

   College of St. Benedict & St. John's University, Collegeville, MN

F2. BOI Reports' Rapidly Approaching Initial Reports Deadline: What You Need to Know

NASBA FOS: Taxes - Technical (1)

The deadline for all reporting entities that existed on Jan. 1, 2024, to file their initial Beneficial Ownership Information (BOI) reports under the Corporate Transparency Act is Jan. 1, 2025. Impacted clients are seeking assistance from attorneys and CPAs to comply with these requirements. How can you assist your clients? Examine which entities must file, the information to be provided, the major challenge of updated reports and recent guidance on unauthorized practice of law issues.

1. Edward Zollars, CPA

   Kaplan Financial Education, La Crosse, WI

F3. Surviving a Tax Audit: Avoid the Scars and Resolve Your Case

NASBA FOS: Taxes - Technical (1)

Tax attorneys Ben Wagner and Kathleen Pfutzenreuter discuss essential audit strategies, including how to prepare for an audit interview or conference, answering unreasonable government requests, the Cohen rule and more.

1. Kathleen Pfutzenreuter

   Wagner Tax Law, Minneapolis, MN

2. Benjamin Wagner, JD

   Wagner Tax Law, Minneapolis, MN

F4. Young Professional 1040 Case Study Part 2

YP Exclusive

NASBA FOS: Taxes - Technical (1)

Review the basics of individual taxation, such as ordinary versus long-term capital gain tax rates, loss limitations, passive activities and the QBI deduction. Explore a completed Form 1040 and examine how the Form 1120S Schedule K-1 and Form 1065 Schedule K-1 amounts are reported on the related schedules of Form 1040.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

X1. Happy Hour

In-Person Exclusive

End your evening on a high note when you join your fellow attendees and speakers for lively conversation, appetizers and beverages.

G1. Principles and Considerations for Nonresident Withholding, Composite Payments, and Passthrough Entity Taxes

NASBA FOS: Taxes - Technical (1)

Navigating the complexities of tax obligations for nonresident individuals and entities requires a nuanced understanding of withholding requirements, composite payments and passthrough entity taxes. Delve into the fundamental principles and considerations essential for tax professionals advising on these critical issues. Through case studies, learn how to provide expert guidance and compliance strategies to clients with multistate business activities.

1. Susan Smith, CPA

   Surgent, Radnor, PA

G2. How Well Are Business Owners Preparing for Succession and Transition?

NASBA FOS: Specialized Knowledge - Technical (1)

Our survey of Minnesota owners found moderate levels of personal and business readiness for transferring their businesses. The research indicates that accountants are arguably the most important advisers, but they are not sufficient by themselves. This session reveals fresh research findings on owner readiness, attitudes and preparedness activities for the succession and transition of their businesses. Explore the role of accountants and other key advisers in guiding successful transition planning, helping both owners and trusted business advisers to understand the state of business succession and transition planning.

1. Michael Darger

   University of Minnesota Extension, Saint Paul, MN

G3. Manufacturing Success: Specialty Tax Incentives for the M&D Industries

NASBA FOS: Taxes - Technical (1)

A variety of specialty tax incentives provide benefits to manufacturer and distributors. The size and specialization of their facilities make them excellent candidates for real-estate-based incentives like Cost Segregation and the EPAct 179D Deduction. Manufacturers claim the lion’s share of R&D Tax Credits annually. The R&D Tax Credit rewards companies that create or improve products or processes – precisely the type of innovation that occurs daily in the manufacturing industry. Learn with real-world examples about the potential incentive opportunities for your manufacturing and distribution clients.

1. Todd French

   Capstan Tax Strategies, Dresher, PA

G4. K2's Excel Part 1

YP Exclusive

NASBA FOS: Computer Software & Applications - Non-Technical (1)

Excel is one of the most used applications by accounting, tax and financial professionals. But, too often, it's not used well. Learn to take full advantage of Excel to work more efficiently and accurately. Discover many of the newer features in Excel, including using XLOOKUP as an alternative to VLOOKUP, manipulating text with new functions and the new scripting tool. Explore best practices in applying formatting to your spreadsheets, reviewing and verifying outputs, and – Excel’s best feature – PivotTables.

1. Tommy Stephens, CPA, CITP, CGMA

   K2 Enterprises, Hammond, LA

Break

H1. Changing Residency to Warmer Climates and Abroad

NASBA FOS: Taxes - Technical (1.5)

Changing your residency is not just about getting a new driver’s license or spending more than half the year in another state. Discover the latest updates in residency changes, critical for anyone working with clients considering a residency change. Learn valuable insights for advising clients on these significant transitions by understanding frequently asked questions on the topic and the differences between changing residency to another state versus another country.

1. Masha Yevzelman, JD

   Fredrikson & Byron, P.A., Minneapolis, MN

H2. Retirements & Redemptions Issues: Partnerships & S Corporations

NASBA FOS: Taxes - Technical (1.5)

Retirements and redemptions represent pivotal moments in the lifecycle of both partnerships and S corporations, warranting a thorough examination of their intricate tax implications. This specialized course provides a comprehensive exploration of the multifaceted tax considerations that emerge when partners and shareholders depart from these entities. Delve into the regulatory frameworks governing retirements and redemptions, gaining insights into strategies for optimizing tax outcomes and minimizing potential liabilities. Mastering these nuances is crucial for professionals maintaining their role as trusted advisors for clients navigating these significant transitions in entity ownership.

1. Susan Smith, CPA

   Surgent, Radnor, PA

H3. Ethical Deviations: A Fraud Case Study

NASBA FOS: Behavioral Ethics - Non-Technical (1.5)

David Mobley’s Maricopa Index Hedge Fund was the world’s top-rated investment vehicle. Unbeknownst to investors, and the world, it was a massive fraud. While you might see yourself as incapable of committing unethical acts, good people do bad things every single day. How does this happen? How can you prevent yourself from sliding down the slippery slope? In this course, we’ll use the Maricopa Index Hedge Fund case study to explore the hidden ways your brain works against your ethical baseline, and how to prevent deviations from your ethical profile before it's too late.

1. Bret Hood, MBA, CFE

   21st Century Learning and Consulting, Hillsborough, NC

H4. Young Professional 1120S Case Study

YP Exclusive

NASBA FOS: Taxes - Technical (1.5)

Review the basics of S corporation taxation, including formation, distributions, shareholder requirements, fringe benefits and compensation. Explore a completed Form 1120S and Schedule K-1.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

Break

I1. 2024 Minnesota Income Tax Update

NASBA FOS: Taxes - Technical (1.5)

The Minnesota Legislature proposed many changes this year, but only enacted a few. This session cuts through the clutter to focus on what matters. Prepare for 2024 Minnesota income tax year-end planning discussions and Q4 Minnesota income tax estimate calculations. Learn about Minnesota's new Retail Delivery Fee.

1. Dan Kidney, CPA, JD

   Wipfli LLP, Minneapolis, MN

I2. For All of Your Remodeling & Maintenance Needs: The IRS Is Here to Help

NASBA FOS: Taxes - Technical (1.5)

Join industry leaders Ashley Sullivan and Roger Upton from MS Consultants as they guide you through the intricacies of tax savings for property improvements and maintenance. Together, they will explore real-life case studies, demonstrating how to leverage the IRS's tax provisions, including qualified improvement property, bonus depreciation, Section 179 deductions, safe harbors and GAA elections. Learn how these strategies can optimize your tax approach and maximize your savings. Don’t miss this opportunity to gain insights from experts who have been at the forefront of the industry for decades.

1. Ashley Sullivan

   MS Consultants, LLC Buffalo, NY

2. Roger Upton, CPA

   MS Consultants, LLC, Pittsford, NY

I3. Keeping Up With the Tax Code: Virtual Currency Developments

NASBA FOS: Taxes - Technical (1.5)

One of the toughest parts of being a tax practitioner is keeping up with all the changes in tax legislation. This is especially true in the area of virtual currency. Using examples, problems, and plain explanations, explore a mix of new tax issues and areas of the code that tend to be misunderstood. Explore the nuances of virtual currency and the new Form 8300 reporting requirements. Understand when it may be possible to take a virtual currency loss.

1. David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

   Peters Professional Education, Durham, NC

I4. Young Professional 1065 Case Study

YP Exclusive

NASBA FOS: Taxes - Technical (1.5)

Review the basics of partnership and LLC taxation, including formation, distributions, fringe benefits, and guaranteed payments. Explore a completed Form 1065 and Schedule K-1.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

Main Lunch

X2. Government Relations Luncheon (Optional, no CPE)

Hear about the implications of the recent elections on the accounting and business landscape in Minnesota. This insightful event features Todd Rapp, President & CEO - Rapp Strategies, who will provide an analysis of the election results and potential impacts on CPAs and businesses. Todd will highlight what anticipated changes might be coming in tax policies, regulatory adjustments and economic shifts that could influence your practice or business operations. With an eye on legislative developments and emerging trends, this discussion will offer valuable insight on how to navigate the new landscape and capitalize on new opportunities.

J1. Federal Individual Tax Highlights (Repeat of B1)

NASBA FOS: Taxes - Technical (1.5)

Review various federal income tax laws impacting individuals, emphasizing newly enacted tax legislation, court cases and IRS guidance. Topics will be determined based on the most recent developments up to the date of the seminar.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

J2. Handling Troublesome IRS Correspondence

NASBA FOS: Specialized Knowledge - Technical (1.5)

Each year, the IRS mails nearly 200 million letters, notices and statements to citizens and businesses. With the wide variety of notices we face, it’s no surprise they cause mass confusion, misunderstanding, and anxiety for both citizens and tax professionals. To make matters worse, the IRS announced it is reinstituting the mass mailing of millions of notices after shutting down its outgoing mailing program for years during COVID-19. Learn how to identify and respond to the five categories of enforcement notices the IRS uses, including correction notices, nonfiler notices, under-reporter notices and collection notices. Recognize what constitutes final notices that carry Collection Due Process appeals rights, and what does not.

1. Dan Pilla

   TaxHelpOnline, Stillwater, MN

J3. Keeping Up With the Tax Code: Basis Calculations for S-Corps and Partnerships

NASBA FOS: Taxes - Technical (1.5)

Staying current with the ever-changing tax legislation is a challenge for both seasoned veterans and newcomers to the industry. Examine recent changes to tax law from a practitioner’s perspective. Explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straightforward way. Understand the differences in basis calculation between S-Corps and partnerships. Recognize when an owner may have debt basis.

1. David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

   Peters Professional Education, Durham, NC

J4. K2's Excel Part 2

YP Exclusive

NASBA FOS: Computer Software & Applications - Non-Technical (1.5)

This is a continuation of session G4. Continue to learn about many of the newer features in Excel, including using XLOOKUP as an alternative to VLOOKUP, manipulating text with new functions and the new scripting tool. Discover best practices in applying formatting to your spreadsheets, reviewing and verifying outputs, and Excel’s best feature – PivotTables.

1. Tommy Stephens, CPA, CITP, CGMA

   K2 Enterprises, Hammond, LA

Break

K1. Retirement Planning: What You Need to Know

NASBA FOS: Specialized Knowledge - Technical (1.5)

You work hard for your money, but are you making the most of it? This fun and informative workshop is for you if you want to know how to keep more of your money for yourself! Learn how to save more of your money and where to put it. Focus on figuring out what makes you happy, planning for your future and how to get there. Have the retirement you have always wanted and live your life in financial happiness as long as you are smart about your finances. Learn about options available to you for retirement, how much you should save, tips and tricks about retirement and simple action items you can do today to change your future.

1. Nicole Middendorf

   Prosperwell Financial, Minnetonka, MN

K2. Federal Business Tax Highlights (Repeat of D2)

NASBA FOS: Taxes - Technical (1.5)

Review various federal income tax laws impacting businesses, emphasizing newly enacted tax legislation, court cases and IRS guidance. Session topics will be determined based on the most recent developments up to the date of the seminar.

1. Pat Garverick, CPA, MT, CFP

   The Tax U, Goodyear, AZ

K3. Delegation, Feedback and Accountability: A Primer on Core Leadership Skills

NASBA FOS: Personal Development - Non-Technical (1.5)

Elevate your leadership effectiveness and organizational impact by fine-tuning core leadership skills. Recognize the barriers to your effectiveness and reshape your mindset to gain confidence and become more proactive as you lead your team. Explore practical tools to optimize productivity, cultivate talent, inspire ownership and free up more of your time to focus on crucial leadership functions like strategic thinking, innovation and critical problem-solving.

1. Jonathan Lokhorst, CSP, CPA, PCC

   Your Best Leadership LLC, Princeton, MN

K4. Practicing Efficient & Effective Tax Research

YP Exclusive

NASBA FOS: Specialized Knowledge - Technical (1.5)

Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Learn to perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process.

1. David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

   Peters Professional Education, Durham, NC

Break

L1. Tax-Savvy Charitable Giving Strategies: Tools for Your Toolbox

NASBA FOS: Taxes - Technical (1)

Charitable giving can be a powerful tax planning tool when working with clients. But which charitable option is right for them? Explore tools such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions. Learn how to positively impact your clients’ tax strategy.

1. Mariah Brook

   Saint Paul & Minnesota Foundation, Saint Paul, MN

2. Mark Gasner, CPA

   Ellingson & Ellingson, Ltd., Edina, MN

L2. Current Economic Conditions in Minnesota

NASBA FOS: Economics - Technical (1)

Learn about the current state of the Minnesota economy and the challenges of the present environment, along with labor force trends and their role in long-term economic growth. Using an interactive survey, our speaker will gauge attendees’ sentiment regarding recent business activity, hiring demand, labor availability, inflation, outlook and other issues.

1. Ronald Wirtz

   Federal Reserve Bank of Minneapolis, Minneapolis, MN

L3. HR Legal Compliance and Regulatory Update

NASBA FOS: Business Law - Technical (1)

Employment laws, regulations and court decisions make employment issues more complex for employers and business advisers. There's a lot at stake, including fines, lawsuits and employee morale issues. Look at current updates on federal and state legal and regulatory changes so you can ensure you’re in compliance. Get up to date on handbook edits, new employment posting requirements, upcoming paid leave, pregnancy and nursing requirements, FLSA changes, non-compete agreement changes and more.

1. Larry Morgan, MAIR, SPHR, SHRM-SCP, GPHR

   Orion HR Group, LLC, Apple Valley, MN

L4. Young Professionals Career Development: Be the CEO of Your Career

YP Exclusive

NASBA FOS: Personal Development - Non-Technical (1)

Join longtime CPA and leadership coach Jon Lokhorst and MNCPA CEO Linda Wedul for a discussion on the impact of the CPA designation for your career path. Discover how serving as the CEO of your career will equip you to create a professional vision that leads to unmatched success and fulfillment as a CPA. Explore opportunities to develop crucial leadership skills to grow your business portfolio.

1. Jonathan Lokhorst, CSP, CPA, PCC

   Your Best Leadership LLC, Princeton, MN

2. Linda Wedul, CAE

   Minnesota Society of CPAs, Bloomington, MN

M1. TCJA Sunsetting

YP Friendly

NASBA FOS: Taxes - Technical (1.5)

The Tax Cuts and Jobs Act doubled the estate tax exclusion, but its sunset will effectively reduce the current exemption by half. The tricky part is that those who use their exclusion before the sunset can capture a huge benefit. Spousal Lifetime Access Trusts (SLATs) have therefore become a powerful planning tool. Explore the challenges facing those currently planning for the estate tax, the benefits of using a SLAT and other powerful ideas to help your clients navigate this difficult transition.

1. Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

   Keebler & Associates, LLP, Green Bay, WI

M2. Retirement Planning Tools: Strategies for Individuals and Small Businesses

NASBA FOS: Specialized Knowledge - Technical (1.5)

Discover the retirement planning tools and strategies used by Fortune 500 companies that can also benefit individuals and small businesses. Explore a combination of planning techniques and financial tools that are often overlooked by individuals and their CPAs. Gain insights into the best practices and benefits of various retirement planning options to enhance your financial future.

1. Barry Schalkle, CPA

   Strategic Wealth Planning Group, Minneapolis, MN

M3. Microsoft 365 Application Lightning Round

YP Friendly

NASBA FOS: Computer Software & Applications - Non-Technical (1.5)

Do you use Microsoft 365? Are you convinced you're getting the most out of it? If you answered yes, then no, this course will provide a high return on your investment of time and money. Gain an understanding of the depth and breadth of the Microsoft 365 ecosystem. Raise your awareness of all you can do with Microsoft 365 and substantially increase your monthly subscription ROI.

1. John Higgins, CPA, CITP

   Higgins Advisory, LLC, Rochester, MI

Break

N1. Income Tax Strategies to Help Your Clients Today

NASBA FOS: Taxes - Technical (1)

Optimal income tax planning is more than just planning for this year. Learn the best planning strategies by looking at the current year and integrating those strategies for optimal long‐term income tax savings and better retirement.

1. Barry Schalkle, CPA

   Strategic Wealth Planning Group, Minneapolis, MN

N2. Deep Dive Into K-1's

YP Friendly

NASBA FOS: Taxes - Technical (1)

Delve into overlooked items on Forms K-1. Take a deep dive into common mistakes on Forms K-1 and what you should do if a client receives a K-1 with a mistake. Explore uncommon boxes and codes that are essential for some clients.

1. George Koutelieris, CPA, MS-Tax

   Johnson & Shute, P.S., Bellevue, WA

2. Greg White

   WGN, PS, Seattle, WA

N3. Generational Remix

YP Friendly

NASBA FOS: Personnel/Human Resources - Non-Technical (1)

Attention to age-based differences in the workplace is mounting. Much of the tension between the four generations present in the workplace boils down to preferences. Membership in a generational cohort can lead to a set of expectations or a psychological contract with the workplace, stemming from formative experiences now translated into behavioral outcomes around communication, values, work ethic, motivation, change and management. There is a lot of “us versus them” based on assumptions, but there are actually commonalities and overlaps among the generations. Learn about generational preferences and best practices to facilitate a mixed generational workplace.

1. Ashley Lang

   Align, Jesup, IA

Break

O1. Death of a Taxpayer: Representing a Fiduciary or Heirs

NASBA FOS: Specialized Knowledge - Technical (1.5)

Explore essential guidance for representing fiduciaries or heirs involved in filing returns or addressing tax matters for deceased individuals. Learn the critical steps and considerations necessary to ensure compliance and effective guidance. Gain the knowledge and skills needed to support fiduciaries and heirs through this intricate process.

1. Claudia Revermann, CPA, Attorney at Law

   Revermann Law, Waite Park, MN

O2. Farm Tax Update

NASBA FOS: Taxes - Technical (1.5)

Delve into the current farm tax updates. Understand why a split-interest arrangement makes sense with higher interest rates. Review current court cases and other guidance. Learn more about whether SE planning for LLCs has changed since the Soroban decision. Learn about select SECURE Act 2.0 updates for 2024. Consider why Section 45Z might help farmers.

1. Paul Neiffer, CPA

   Paul G. Neiffer, CPA, Parker, CO

O3. Elevate Your Cybersecurity Strategy in 2025

YP Friendly

NASBA FOS: Specialized Knowledge - Technical (1.5)

New year, new approaches to data security. As a firm, it’s time to look at your cybersecurity efforts ahead of tax season to ensure you are doing everything possible to protect sensitive firm and client data. Explore how to assess your current cybersecurity plan and build a simple and effective cybersecurity plan for the new year. Also, learn the importance of a written information security plan (WISP), application security (even for cloud-based applications), and more.

1. Molly Gallaher Boddy, PhD

   Rightworks, LLC, Nashua, NH

Lunch Break

P1. Wisconsin DOR Update

NASBA FOS: Taxes - Technical (1.5)

Dig into a summary of legislative changes, upcoming changes to the 2024 Wisconsin tax returns and other updates on DOR administrative and procedural initiatives affecting tax practitioners.

1. Nate Weber, CPA

   Wisconsin Department of Revenue Madison, WI

P2. Ethics of AI: A CPA's Guide

YP Friendly

NASBA FOS: Behavioral Ethics - Non-Technical (1.5)

With the release of powerful applications like ChatGPT, the practical applications of artificial intelligence (AI) in the accounting profession are spreading rapidly. AI evolution brings new ethical dilemmas for CPAs on how to use this technology in their services. Gain a practical framework for addressing the ethical issues that can arise with AI.

1. John Higgins, CPA, CITP

   Higgins Advisory, LLC, Rochester, MI

P3. K2's Tech Update

YP Friendly

NASBA FOS: Specialized Knowledge - Technical (1.5)

Discover insights into the latest technology developments and how they impact the accounting sector. Delve into the newest software and hardware innovations, the evolving role of AI and the growing necessity to address security and privacy issues. Learn the advantages and challenges of these technologies to help you craft a technology strategy to meet your business goals.

1. Tommy Stephens, CPA, CITP, CGMA

   K2 Enterprises, Hammond, LA

Break

Q1. 2024 Minnesota Income Tax Update (Repeat of I1)

YP Friendly

NASBA FOS: Taxes - Technical (1.5)

The Minnesota Legislature proposed many changes this year, but only enacted a few. This session cuts through the clutter to focus on what matters. Prepare for 2024 Minnesota income tax year-end planning discussions and Q4 Minnesota income tax estimate calculations. Learn about Minnesota's new Retail Delivery Fee.

1. Dan Kidney, CPA, JD

   Wipfli LLP, Minneapolis, MN

Q2. Passive Activity Rules and Rental Real Estate: What You Need to Know

NASBA FOS: Specialized Knowledge - Technical (1.5)

Gain a comprehensive understanding of special passive activity rules that apply to rental real estate, including material participation, short-term rentals, self-rentals and real estate professionals. Explore strategies for reducing the net investment income tax (NIIT) on dispositions.

1. George Koutelieris, CPA, MS-Tax

   Johnson & Shute, P.S., Bellevue, WA

2. Greg White

   WGN, PS, Seattle, WA

Q3. K2's AI for Accounting and Finance Professionals

YP Friendly

NASBA FOS: Specialized Knowledge - Technical (1.5)

ChatGPT, Gemini, Copilot and other artificial intelligence (AI) applications and services are changing the world. Discover the real-world power of AI and equip yourself with the skills to use AI in accounting, tax and finance. This session will demystify AI, unveil its practical applications and transform it from theory into a hands-on tool.

1. Tommy Stephens, CPA, CITP, CGMA

   K2 Enterprises, Hammond, LA

Break

R1. Finding a Life That Is Full of Money and Happiness

YP Friendly

NASBA FOS: Personal Development - Non-Technical (1)

Living your best life is something we all want. This fun and inspiring workshop will tackle confidence, success, goals and happiness. Too often, we tie our happiness to money, but money usually doesn’t bring us happiness. Learn actionable items to help you truly live your fullest, happiest and most authentic life. Explore questions such as: What makes you truly happy? What does success mean to you? What motivates you? Walk away with strategies to take control of your life, career and finances to truly live your best life.

1. Nicole Middendorf

   Prosperwell Financial, Minnetonka, MN