James Anania
Invesco
New York, NY

Thursday, 9:35 am - 10:25 am
H2. 2025 Mid-Year Economic & Financial Market Outlook

Stuart Bear, JD
Chestnut Cambronne, P.A.
Minneapolis, MN

Wednesday, 10:40 am - 11:55 am
C2. Living Wills: "I Have a Will -- Isn't That Enough?"

Wednesday, 12:40 pm - 1:55 pm
D1. Family Drama and the Struggle to Get Along: Navigating Conflicts in a Complicated World

Boz Bostrom, CPA, MBT
College of St. Benedict & St. John's University
Collegeville, MN

Thursday, 8:00 am - 9:20 am
G2. Current Issues in Business Ethics (2025)

Chad Carr
Stadig Johnson
Minnetonka, MN

Thursday, 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

Dr. Preston Cherry
Concurrent Wealth Management
Green Bay, WI

Thursday, 3:40 pm - 4:30 pm
L1. Spending Smarter, Living Better: Moving From Guilt to Growth Using Values-Based Spending

Peter Curry
HealthPartners
Minneapolis, MN

Wednesday, 9:35 am - 10:25 am
B2. Medicare Supplement or Medicare Advantage? Differences Beneficiaries Need to Know

Chase Davis
Eide Bailly LLP
Bismarck, ND

Thursday, 12:40 pm - 1:55 pm
J2. Demystifying Crypto: From the Basics to Investigations and Asset Recovery

Jeremiah Doyle, Esq.
BNY Mellon Wealth Management
Boston, MA

Wednesday, 9:35 am - 10:25 am
B1. Business Succession Planning for Family-Owned Businesses

Wednesday, 2:10 pm - 3:00 pm
E1. Post-Mortem Tax Planning

David Haughton
Wealth.com
Tempe, AZ

Thursday, 9:35 am - 10:25 am
H1. The Ins and Outs of Gifting

Lisa Henry
Chestnut Cambronne, P.A.
Minneapolis, MN

Wednesday, 12:40 pm - 1:55 pm
D1. Family Drama and the Struggle to Get Along: Navigating Conflicts in a Complicated World

John Higgins, CPA, CITP
Higgins Advisory, LLC
Rochester Hills, MI

Thursday, 8:00 am - 9:20 am
G1. Using Generative AI in Your Estate & Financial Planning Practice - 2025 Update

Chris Jones
True North Mergers & Acquisitions
Minneapolis, MN

Thursday, 7:00 AM - 7:50 AM
00. Bonus Session: Business Valuation: Know What Your Business Is Worth

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP
Green Bay, WI

Wednesday, 10:40 am - 11:55 am
C1. How to Accurately Prepare the Gift Tax Return, Form 709

Wednesday, 3:15 pm - 4:30 pm
F1. Income Tax Planning for TCJA Sunset

Thursday, 12:40 pm - 1:55 pm
J1. Estate Taxes in 2025 and Beyond

Dr. Christopher Kuehl
Armada Corporate Intelligence
Lawrence, KS

Wednesday, 8:00 am - 9:20 am
A1. Hang On: Economy Now Resembles Kansas Weather

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA
Kitces.com
Reston, VA

Thursday, 10:40 am - 11:55 am
I1. Highlights of SECURE Act 2.0: Retirement Planning Opportunities and Challenges

Francis Rondoni, JD
Chestnut Cambronne, P.A.
Minneapolis, MN

Wednesday, 12:40 pm - 1:55 pm
D1. Family Drama and the Struggle to Get Along: Navigating Conflicts in a Complicated World

Brian Rudolph
Social Security Administration Office of Public Affairs
Bloomington, MN

Wednesday, 2:10 pm - 3:00 pm
E2. Strengthen Your Understanding of Social Security Retirement and Medicare Eligibility