MNCPA Tax Conference: Agenda at a Glance

AGENDA AT A GLANCE

THURSDAY, NOV 20

FRIDAY, NOV 21

THURSDAY, NOVEMBER 20, 2008
7 – 8 a.m.	Check-In, Continental Breakfast, Exhibits Open
8 – 8:50 a.m.	A1. The Presidential Election: What Happened and What Lies Ahead Lawrence Jacobs, Director, Center for the Study of Politics and Governance, University of Minnesota
9 – 10:15 a.m.	B1. Federal Individual Tax Highlights Andrew Biebl	B2. FLPs Done Right: Dodging the Taxman's Bullet E. Lynn Nichols	B3. Tax Impact of Foreclosures for Homeowners and Investors Sharon Kreider	B4. Modern Approaches for Different Kinds of Partners Allan Koltin
10:15 – 10:45 a.m.	Refreshment Break, Exhibits Open
10:45 a.m. – 12 p.m.	C1. Annual Minnesota Tax Roundup Jerome Geis	C2. Federal Business Tax Highlights Andrew Biebl	C3. Tax Impact of Family Law Stephen Dennis	C4. Recruiting and Retention Allan Koltin
12 – 1 p.m.	Lunch, Exhibits Open
1 – 2:15 p.m.	D1. Trusts and the Minimum Distribution Rules Natalie Choate	D2. Farm Tax Update Andrew Biebl	D3. Ethics: Living Within the New Code Keith Loveland	D4. Succession Planning and Development of Future Leaders Allan Koltin
2:15 – 2:45 p.m.	Refreshment Break, Exhibits Open
2:45 – 3:35 p.m.	E1. Trusts and Retirement Benefits: Advanced Topics Natalie Choate	E2. Bankruptcy and Foreclosure: All Is Not Lost E. Lynn Nichols	E3. What's Going On at the Department of Revenue? Ward Einess	E4. Fiduciary Responsibility: Practical Applications Jon Govin
3:45 – 5 p.m.	F1. Best & Worst Planning Ideas for Your Client's Retirement Benefits Natalie Choate	F2. Pass-Through What??? Issues and Answers E. Lynn Nichols	F3. Multistate Income Update and Hot Topics Maureen Pechacek & Christopher Romans	F4. Top 10 Characteristics of Successful CPA Firms and Partners Allan Koltin
5 – 6:30 p.m.	“Meet the Speakers” Reception

FRIDAY, NOVEMBER 21, 2008
7 – 8 a.m.	Check-In, Continental Breakfast, Exhibits Open
8 – 9:15 a.m.	G1. Federal Individual Tax Highlights (Repeat of B1) Andrew Biebl	G2. Business Tax Planning Mistakes and How to Fix Them John “Jack” Surgent	G3. Boomers on the Doorstep: What Do We Do About Decumulation? Sheldon Smith	G4. Technology Update Thomas Stephens Jr.
9:25 – 10:15 a.m.	H1. The Art of Tax Research Paul Gutterman	H2. No Longer More Likely Than Not Michael Mares	H3. Minnesota Legislative and Regulatory Update Betsy Adrian & Geno Fragnito	H4. Collaboration Tools Thomas Stephens Jr.
10:15 – 10:45 a.m.	Refreshment Break, Exhibits Open
10:45 a.m. – 12 p.m.	I1. Individual Tax Planning in an Election Year John “Jack” Surgent	I2. Federal Business Tax Highlights (Repeat of C2) Andrew Biebl	I3. Risk Management: Want to Get Sued? Do Nothing Michael Mares	I4. Paperless Done Right Thomas Stephens Jr.
12 – 1 p.m.	Lunch, Exhibits Open
1 – 2:15 p.m.	J1. Using the Internal Revenue Code to Pay For College Rick Darvis	J2. Welcome to the Form 990 Redesign Eve Borenstein	J3. How to Conduct a Tax Practice Inspection Mark Sellner	J4. PDFs: Essential Tips, Features and Tools Thomas Stephens Jr.
2:15 – 2:45 p.m.	Refreshment Break, Exhibits Open
2:45 – 4 p.m.	K1. Elder Care Planning Stuart Bear	K2. 1031 Like-Kind Exchanges: Why Pay Now When You Can Pay Later? Michael Mares	K3. Ethics: Where The Action Is Chuck Selcer	K4. Information Security Compliance for Financial Services Greg Williams
4:10 – 5 p.m.	L1. The Courage to Succeed Jackie Pflug, EgyptAir Flight 648 Hijacking Survivor
5 – 5:15 p.m.	Door Prize Drawings

TRACKS

SPECIAL EVENTS

"Meet the Speakers" Reception
Take advantage of this opportunity to meet with some of the conference's most popular speakers. You'll also enjoy great appetizers, beverages and conversation.