- Minnesota Updates & New Tax Legislation
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2 CPE Credits for CPA. Course Description: New Legislation Tax Issues will be covered with up-to-date tax information on expirations, extensions, extenders, new tax laws and important tax bills in process. Minnesota tax updates will cover important Minnesota policies or procedures for the practitioner. Specific examples will illustrate these Minnesota policies or procedures and applications. Upon completion of this session, participants will be able to: • Summarize the most recent tax law changes and MN Revenue guidance affecting 2024 and 2025 • Analyze changes in tax rules for certain credits and deductions. CPE Information: Duration: 100 minutes; Course Level: Update; Prerequisite: Basic knowledge of MN taxation; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: NASBA/2/CPA/Taxes. Presented by Mark Krause.
- Leveraging IRS Tools
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2 CPE Credits for CPA. Course Description: Yes, it's true: ID.me setup is now mandatory for accessing IRS online services. While this might sound daunting, it is actually a straightforward process once you know the steps. Portia Vogt, EA NTPI has created excellent resources to walk you and your team through it. Upon completion of this session, participants will be able to: • Understand many of the benefits of IRS online tools for both tax professionals and clients • Learn how to guide clients in setting up and using IRS, SSA and Medicare online accounts • Learn why the IP PIN offers the gold standard for federal tax data protection • Explore how digital access improves tax advisory services and revenue opportunities • Identify best practices for integrating online tools into firm operations. CPE Information: Duration: 100 minutes; Course Level: Overview; Prerequisite: None; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: NASBA/2/CPA/Business Management & Organization. Presented by Portia Vogt, EA NTPI.
- The Tax Advisor's Toolkit: Transforming the 1040 into a Year-Round Planning Platform
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8 CPE Credits for AFSP, EA, CPA. Course Description: The Tax Advisor's Toolkit is an immersive 8-hour course that empowers tax professionals to transform Form 1040 from a once-a-year compliance task into a comprehensive planning roadmap. Designed for Enrolled Agents, CPAs, and advisors seeking to expand their role and year-round value, this course delivers practical, schedule-specific strategies you can immediately apply with clients. We begin with a foundational Tax Planning Masterclass, where you'll learn how to reframe your client conversations, build a proactive planning framework, and increase advisory revenue. From there, we deep-dive into four essential components of Form 1040: Schedules A, C, D, and E, each representing a vital segment of client financial behavior. Whether you're working with W-2 earners, sole proprietors, investors, or landlords, you'll uncover overlooked planning opportunities hiding in plain sight. Through real-world case studies and hands-on instruction, this course will equip you with the tools to analyze, advise, and build long-term, trust-based relationships with clients. Upon completion of this session, participants will be able to: • Reframe the Form 1040 as a proactive financial planning tool rather than a static compliance document • Analyze core schedules [A, C, D, and E] to identify planning opportunities such as income shifting, gain/loss harvesting, charitable giving, and entity structuring • Apply real-world tax strategies to maximize retirement contributions, manage depreciation, and optimize passive activity losses • Implement ongoing engagement models using client return data to support quarterly reviews, estimated payments, and advisory service packages • Identify and mitigate audit risks while maximizing deductions and long-term planning outcomes • Communicate complex strategies in clear, client-friendly language that increases buy-in and builds trust. CPE Information: Duration: 400 minutes; Course Level: Intermediate; Prerequisite: None; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: IRS/8/AFSP/Federal Tax Law; IRS/8/EA/Federal Tax Law; NASBA/8/CPA/Taxes. Presented by Christopher Picciurro, CPA, MBA, PFS, ARA.
- The One Big Beautiful Bill Act: Understanding the New Individual Tax Provisions
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2 CPE Credits for AFSP, EA, CPA. Course Description: This session will provide tax professionals with a comprehensive overview of the individual tax changes enacted under the One Big Beautiful Bill Act [OBBBA]. Participants will gain clarity on new deductions and credits, including the car loan interest deduction, no-tax overtime, expanded child tax credit, and the temporary senior deduction. Special attention will be given to understanding eligibility criteria, income phaseouts, required documentation, and reporting requirements. Upon completion of this session, participants will be able to: • Identify and explain each major individual provision of OBBBA • Determine taxpayer eligibility for deductions and credits based on income and filing status • Accurately report new items [such as vehicle identification numbers] and comply with IRS documentation rules • Recognize how these provisions interact with existing tax law and prior TCJA changes. CPE Information: Duration: 100 minutes; Course Level: Overview; Prerequisite: None; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: IRS/2/AFSP/Federal Tax Law; IRS/2/EA/Federal Tax Law; NASBA/2/CPA/Taxes. Presented by Christopher Picciurro, CPA, MBA, PFS, ARA.
- The One Big Beautiful Bill Act: Business Tax Compliance Essentials
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2 CPE Credits for AFSP, EA, CPA. Course Description: This session focuses on helping tax professionals understand and comply with OBBBA's significant changes to business taxation. Attendees will learn about the permanent extension of the qualifies business income [QBI] deduction, updated bonus depreciation rules, revised thresholds for Section 179 expensing, and modifications to Opportunity Zones and clean fuel credits. The training will emphasize eligibility tests, phaseouts, new forms and reporting, and audit considerations. Upon completion of this session, participants will be able to: Identify the primary business tax changes enacted under OBBBA • Determine which taxpayers and entities qualify for extended deductions and credits • Understand the documentation and reporting required to claim benefits and avoid penalties • Explain how the new rules integrate with prior TCJA provisions and existing compliance practices. CPE Information: Duration: 100 minutes; Course Level: Overview; Prerequisite: None; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: IRS/2/AFSP/Federal Tax Law; IRS/2/EA/Federal Tax Law; NASBA/2/CPA/Taxes. Presented by Christopher Picciurro, CPA, MBA, PFS, ARA.
- Ethics for the Modern Tax Professional
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2 CPE Credits for AFSP, EA, CPA. Course Description: This highly relevant 2-hour ethics session goes beyond boilerplate rules and dives into real-world, modern-day ethical challenges tax professionals face. Topics include managing AI-assisted tax software responsibly, data security for remote practices, ethical implications of social media marketing, and avoiding conflicts of interest in multi-entity client situations. You'll explore current case studies, IRS disciplinary actions, and practical decision-making frameworks to navigate today's ethical gray areas with clarity and confidence. Upon completion of this session, participants will be able to: • Apply IRS Circular 230 guidelines to emerging practice scenarios, including remote work and AI usage • Recognize and manage ethical conflicts in engagements involving multiple related entities • Implement best practices for cybersecurity and client data protection • Evaluate ethical risks in social media content, marketing, and pricing • Understand recent IRS enforcement trends and disciplinary actions against tax professionals. CPE Information: Duration: 100 minutes; Course Level: Basic Level; Prerequisite: None; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: IRS/2/AFSP/Ethics; IRS/2/EA/Ethics; NASBA/2/CPA/Behavioral Ethics. Presented by Christopher Picciurro, CPA, MBA, PFS, ARA.
- MN Pension & Social Security Subtractions - New Laws, New Challenges
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2 CPE Credits for CPA. Course Description: This Minnesota-specific 2-hour session focuses on the evolving rules around Pension and Social Security subtractions, especially under new 2023 laws. Special attention is given to classifications like teachers, police officers, and other public service retirees whose pensions may now be excluded from state taxable income. Attendees will also learn how to manage complex Social Security scenarios—including multi-year paybacks and statement mismatches—along with the tax implications of income thresholds related to benefit taxation. The session addresses not just what's new, but how to calculate, advise, and document properly in these often ambiguous areas. Upon completion of this session, participants will be able to: • Determine which public-sector pension classifications qualify for Minnesota subtraction under the new law • Calculate the proportion of service exempt from Social Security and its impact on taxable pension amounts • Handle multi-year Social Security paybacks under WEP and GPO provisions with proper year-by-year allocation • Interpret Social Security statements with irregular payment year reporting and determine accurate tax treatment • Advise clients on how Social Security benefits affect income phaseouts and taxable income thresholds. CPE Information: Duration: 100 minutes; Course Level: Intermediate; Prerequisite: None; Advanced Preparation: None; Delivery Method: Group Live. CPE Credits/Designation/Field of Study: NASBA/2/CPA/Taxes. Presented by Christopher Picciurro, CPA, MBA, PFS, ARA.
Be sure to join us for a dinner cruise on the Jonathan Padelford River Boat in the evening on September 24! Transportation will be provided. The bus will be located outside of the conference center and will depart promptly at 5:00 p.m. Conference attendees can attend for no additonal fee. Guests are welcome to join for a $100 fee. This event is not for minors as there will be a cash bar on the boat. The boat will depart from Harriett Island (205 Dr Justus Ohage Blvd St Paul, MN 55107).
Sept. 23:
Sept. 24:
Sept. 25:
Early pricing ends Aug. 25, 2025.
Registration includes breakfast, lunch & breaks on Sept. 24 & 25. Guest meals are available to purchase for a $200 fee.
Electronic materials are also included & will be shared via email. Print materials are available to purchase for a $35 fee.
Cancellations must be submitted to NATP by Sept. 8, 2025, and are subject to a $75 fee.
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
