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Footnote Magazine

Footnote cover

October/November 2024

Celebrate the MNCPA members recognized for their exceptional contributions to the organization and the profession. Also in this issue:

  • Discover the change one small firm owner made to streamline her process and manage client expectations.
  • Take a look at the popular young professional track at the MNCPA's Tax Conference.
  • Keep up to date on the new Minnesota law on retirement that will impact small private sector businesses.

Spotlights
Updates from our members, including promotions, new hires, speaking engagements and firm news.

The case of the Velva teen auditor
Charles Selcer, CPA, MBA
MNCPA member Chuck Selcer shares his knowledge about ethics requirements and laws with unique humorous fictitious stories.

A frantic, fulfilling fall
Boz Bostrom
Get insight and news from MNCPA leadership about the organization and professional issues.

Celebrate the 2023-24 MNCPA Member Award winners
Recognizing the winners who have given back to the organization and the profession.

Tara Torseth
Corey Butler, MNCPA communications manager
Tara Torseth is the recipient of the Excellence in Professional Development Award. The award recognizes members who develop unique MNCPA educational programming.

Pat Plamann
Corey Butler, MNCPA communications manager
Pat Plamann is the recipient of the Outstanding Contributor Award.

Tammy Hutter, Phyllis Kapetanakis and Keegan Leonard
Julia Shiota, MNCPA communications coordinator
Tammy Hutter, Phyllis Kapetanakis and Keegan Leonard are recipients of the Outstanding Contributor Award.

Brady Banken
Julia Shiota, MNCPA communications coordinator
Brady Banken is the recipient of the Volunteer Excellence Award.

Jeff White
Julia Shiota, MNCPA communications coordinator
Jeff White is the recipient of the Volunteer Excellence Award.

Finding a better way: Tax planning and training client expectations
Angie Wood, CPA
Discover the change one small firm owner made to streamline her process and manage client expectations.

Young Professionals at the Tax Conference
Julia Shiota, MNCPA communications coordinator
Take a look at the popular young professional track at the MNCPA's Tax Conference.

Takin' care of business — before Dec. 31!
Julia Shiota, MNCPA communications coordinator
Learn about important news from the Minnesota Board of Accountancy. Monthly topics include rules, CPE requirements, CPA exam information, licensing, and more.

Law, system changes serve Minnesota filers
Paul Marquart
Find out about key issues the MNCPA is monitoring at the Capitol. Stay current on legislative news and events with stories, tips and grassroots involvement.

Selling a CPA or accounting firm — marketplace developments
Dan Mulvaney, CPA (inactive), MBA, Sunbelt Business Advisors and Matt Sobieski
Sunbelt Business Advisors/True North Mergers & Acquisition, national experts in the sale of firms in the CPA industry offering their insights.

Have an employee retirement plan?
Larry Morgan, MAIR, SPHR, SHRM-SCP, GPHR
Minnesota joins California, Colorado, Oregon, Illinois and other states in creating a state-run retirement savings plan for employees working with small employers.