Day One
7:40–7:50 a.m. – Welcome and Introduction
7:50–8:40 a.m. – New Legislation
Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service
Materials:
8:40–9:30 a.m. – IRS Issues
Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service
Materials:
9:30–9:45 a.m. – Break
9:45–10:35 a.m. – Agriculture and Natural Resource Issues Part I
C. Robert Holcomb, Extension Educator, Agricultural Business Management, University of Minnesota Extension, Enrolled Agent
Materials:
10:35–11:25 a.m. – Tax Practice
Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service
Materials:
11:25–12:10 p.m. – Lunch
12:10–1:00 p.m. – Involuntary Conversions and Agricultural Issues Part II
C. Robert Holcomb, Extension Educator, Agricultural Business Management, University of Minnesota Extension, Enrolled Agent
Materials:
1:00–1:50 p.m. – Rulings and Cases
Ruth Ann Michnay, CPA, MBT, Enrolled Agent, USTCP, Ruth Ann Michnay, PA
Materials:
1:50–2:05 p.m. – Break
2:05–2:55 p.m. – Minnesota Department of Revenue
Mark Krause, Tax Professional Outreach Coordinator, Minnesota Department of Revenue
Materials:
2:55–3:05 p.m. – Break
3:05–4:45 p.m. – Ethics
Ruth Ann Michnay, CPA, MBT, Enrolled Agent, USTCP, Ruth Ann Michnay, PA
Materials:
4:45 p.m. – Adjourn
Day 2
7:40–7:45 a.m. – Welcome and Introduction
7:45–8:35 a.m. – Business Tax Issues
Eric Nelson, CPA, MBT
Materials:
8:35–9:25 a.m. – Trusts and Estates
Debra Yerys, Enrolled Agent, Debra Yerys Tax Service
Materials:
9:25–9:40 a.m. – Break
9:40–10:30 a.m. – Business Entity Tax Issues
Eric Nelson, CPA, MBT
Materials:
10:30–11:20 a.m. – Individual Tax Issues Part I
Debra Yerys, Enrolled Agent, Debra Yerys Tax Service
Materials:
- Presentation PDF (Chapter 9 presentation slides will be used for parts I and II)
11:20 – 12:05 p.m. – Lunch
12:05–12:55 p.m. – Individual Tax Issues Part II
Debra Yerys, Enrolled Agent, Debra Yerys Tax Service
Materials:
- Presentation PDF (Chapter 9 presentation slides will be used for parts I and II)
12:55–1:45 p.m. – Current Partnership Tax Issues Part I
Eric Nelson, CPA, MBT
Materials:
1:45–2:00 p.m. – Break
2:00–2:50 p.m. – Business Travel for Remote Workers and Injured Spouse
Debra Yerys, Enrolled Agent, Debra Yerys Tax Service
Materials:
2:50–3:40 p.m. – Current Partnership Tax Issues Part II and Corporate Reorganizations
Eric Nelson, CPA, MBT
Materials: