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 25CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 4-5, 2025  -  Bloomington, MN and Online

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Agenda

Wednesday, June 4, 2025

8:00 am - 9:20 am

A1. Hang On: Economy Now Resembles Kansas Weather
Field of study Economics - Technical (1.5)
Description Economic forecasts are shifting at blinding speed — much like the ever-changing weather in Kansas. As J.K. Galbraith famously said, “There are two kinds of forecasters: those who don’t know and those who don’t know they don’t know.” What can we... Read more »

9:35 am - 10:25 am

B1. Business Succession Planning for Family-Owned Businesses
Field of study Management Services - Technical (1)
Description Examine the tax and personal aspects of transferring a closely held business to the next generation, employees or third parties. Topics include common objectives, key transition steps, valuation methods, buy-sell agreements and tax strategies such... Read more »
B2. Medicare Supplement or Medicare Advantage? Differences Beneficiaries Need to Know
Speaker Peter Curry
Field of study Specialized Knowledge - Technical (1)
Description The Medicare landscape is filled with plan types, options and marketing noise that often create confusion for beneficiaries and their families. Dive into the fundamental differences between Medicare Supplement and Medicare Advantage coverage,... Read more »

10:40 am - 11:55 am

C1. How to Accurately Prepare the Gift Tax Return, Form 709
Field of study Taxes - Technical (1.5)
Description Delve into an important refresher on 2024 gift tax returns – Form 709. For clients who exceed the annual exclusion amount by a few dollars and gift simple assets, most practitioners can work through the Form without coaching or experience. However,... Read more »
C2. Living Wills: "I Have a Will -- Isn't That Enough?"
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)
Description A comprehensive estate plan means much more than a will or even a revocable living trust. To be complete, the estate plan should address disability planning for both financial and health care matters, and a strategy to meet the high cost of... Read more »

12:40 pm - 1:55 pm

D1. Family Drama and the Struggle to Get Along: Navigating Conflicts in a Complicated World
Field of study Specialized Knowledge - Technical (1.5)
Description Estate planning isn’t just about numbers — it’s about people. Complex family dynamics can lead to disputes that disrupt the estate planning and settlement process. In this engaging panel discussion, three experienced attorneys specializing in estate... Read more »

2:10 pm - 3:00 pm

E1. Post-Mortem Tax Planning
Field of study Taxes - Technical (1)
Description Tax planning doesn’t end with the client’s death — critical post-mortem tax elections can significantly impact an estate’s tax burden and the fiduciary’s responsibilities. Explore essential elections available on a decedent’s final income tax... Read more »
E2. Strengthen Your Understanding of Social Security Retirement and Medicare Eligibility
Speaker Brian Rudolph
Field of study Specialized Knowledge - Technical (1)
Description Over 70 million Americans rely on Social Security as part of their retirement income, yet many remain unsure about the best claiming strategies. Knowing when and how to claim benefits is one of the most important financial decisions retirees face.... Read more »

3:15 pm - 4:30 pm

F1. Income Tax Planning for TCJA Sunset
Field of study Taxes - Technical (1.5)
Description Sunset on the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code. Planning for it in advance is critical. The rewards for thinking ahead are enormous, as are the consequences of failing to. Moreover, as we’ve seen... Read more »

Thursday, June 5, 2025

7:00 AM - 7:50 AM

00. Bonus Session: Business Valuation: Know What Your Business Is Worth
Speaker Chris Jones
Field of study Finance - Technical (1)
Description In today’s competitive market, understanding your business’s value is more important than ever. Whether you're planning to sell or simply want a clearer picture of your company’s worth, join to learn about the key valuation metrics used in mergers... Read more »

8:00 am - 9:20 am

G1. Using Generative AI in Your Estate & Financial Planning Practice - 2025 Update
Field of study Specialized Knowledge - Technical (1.5)
Description Generative AI tools like ChatGPT and Microsoft Copilot are evolving rapidly, offering new opportunities to enhance efficiency and client services in estate and financial planning. Understanding how to effectively integrate AI into your practice can... Read more »
G2. Current Issues in Business Ethics (2025)
Field of study Behavioral Ethics - Non-Technical (1.5)
Description News of ethical violations spreads quickly, putting organizations at risk of losing employees, customers and public trust. In today’s environment, fostering an ethical culture is essential. Explore real-world fraud cases, examine the legal framework... Read more »

9:35 am - 10:25 am

H1. The Ins and Outs of Gifting
Speaker David Haughton
Field of study Taxes - Technical (1)
Description As gifting strategies gain renewed focus in today’s tax environment, learn the most common gifting methods, including direct gifts, gifts in trust and those qualifying for special exceptions under the Internal Revenue Code. Evaluate benefits,... Read more »
H2. 2025 Mid-Year Economic & Financial Market Outlook
Speaker James Anania
Field of study Economics - Technical (1)
Description Dive into a broad-based discussion on the US economy, monetary policy and the outlook for financial markets. Sentiment has been visibly shaken in recent months as consumers, investors and the wider business community contend with increasing... Read more »

10:40 am - 11:55 am

I1. Highlights of SECURE Act 2.0: Retirement Planning Opportunities and Challenges
Field of study Taxes - Technical (1.5)
Description Nearly 3 years to the day after its predecessor was passed, the U.S. House of Representatives passed the Consolidated Appropriations Act of 2023, an omnibus spending bill that includes the much-anticipated retirement bill known as SECURE Act 2.0.... Read more »

12:40 pm - 1:55 pm

J1. Estate Taxes in 2025 and Beyond
Field of study Specialized Knowledge - Technical (1.5)
Description For those with modest wealth, estate tax planning is straightforward — often requiring no action. For the ultra-wealthy, the best strategy is clear: use up the Basic Exclusion Amount (BEA) with gifts as soon as possible. However, for those in the... Read more »
J2. Demystifying Crypto: From the Basics to Investigations and Asset Recovery
Speaker Chase Davis
Field of study Information Technology - Technical (1.5)
Description The financial landscape is evolving at a rapid pace, and it is critical for finance, accounting and legal professionals to stay ahead of emerging technologies. Blockchain technology and crypto assets are increasingly intersecting with each of these... Read more »

2:10 pm - 3:25 pm

K1. Planning for the Minnesota Estate Tax: What All Tax Advisers Need to Know for Both Residents and Non-Residents
Speaker Chad Carr
Field of study Taxes - Technical (1.5)
Description Minnesota’s estate tax laws impact both residents and non-residents with Minnesota assets. Understanding these regulations and planning strategies is crucial for tax professionals advising clients on estate tax exposure. Gain an overview of... Read more »

3:40 pm - 4:30 pm

L1. Spending Smarter, Living Better: Moving From Guilt to Growth Using Values-Based Spending
Field of study Specialized Knowledge - Technical (1)
Description Unpack the hidden emotional and psychological forces that drive spending behaviors like restrictive saving, guilt and societal norms. Learn to identify these drivers, apply a values-based framework to client planning and reframe negative money... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Emily Stamp
Conference coordinator
952-885-5509 

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

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