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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)

9:35 am - 10:25 am

B1. Business Succession Planning
Field of study Management Services - Technical (1)
B2. Medicare Supplement or Medicare Advantage? Differences Beneficiaries Need to Know
Speaker Speaker(s) TBD
Field of study Specialized Knowledge - Technical (1)

10:40 am - 11:55 am

C1. How to Accurately Prepare the Gift Tax Return, Form 709
Field of study Taxes - Technical (1.5)
C2. "I Have a Will -- Isn't That Enough???"
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)

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)

2:10 pm - 3:00 pm

E1. Post-Mortem Tax Planning
Field of study Taxes - Technical (1)
E2. Strengthen Your Understanding of Social Security Retirement and Medicare Eligibility
Speaker Brian Rudolph
Field of study Specialized Knowledge - Technical (1)

3:15 pm - 4:30 pm

F1. Income Tax Planning for TCJA Sunset
Field of study Taxes - Technical (1.5)

Thursday, June 5, 2025

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)
G2. Current Issues in Business Ethics (2025)
Field of study Behavioral Ethics - Non-Technical (1.5)

9:35 am - 10:25 am

H1. Tax Efficient Giving Strategies
Speaker David Haughton
Field of study Taxes - Technical (1)
H2. 2025 Mid-Year Economic & Financial Market Outlook
Speaker James Anania
Field of study Economics - Technical (1)

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)

12:40 pm - 1:55 pm

J1. Estate Taxes in 2025 and Beyond
Field of study Specialized Knowledge - Technical (1.5)
J2. Demystifying Crypto: From the Basics to Investigations and Asset Recovery
Speaker Chase Davis
Field of study Information Technology - Technical (1.5)

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)

3:40 pm - 4:30 pm

L1. Behavioral Finance
Speaker Speaker(s) TBD
Field of study Specialized Knowledge - Technical (1)
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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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