Location: LaQuinta West Bloomington | 5151 American Boulevard West, Bloomington, Minnesota 55437
Schedule: 7:00 – 8:00 AM CT – Breakfast | 8:00 AM – 4:30 PM CT – Tax Education
Join MNcEA for a dynamic, full-day seminar designed to explore essential tax, financial, and ethical topics. This event covers a range of key areas, from Social Security planning and gifting strategies to retirement savings and ethical standards in the tax profession. The sessions will include:
- Exploring Social Security: Follow the journey of a hypothetical individual from their first job to retirement, examining key decision points for maximizing Social Security benefits.
- Ethics – Really? Why?: Dive into the importance of ethical practices in tax advising, with interactive role-playing to address real-world dilemmas.
- Gifting and 529 Plans: Learn about gifting limits, DSUE, and strategies for maximizing educational savings through 529 and other tax-advantaged accounts.
- ROTH IRA – To Infinity and Beyond: Discover strategies for maximizing retirement savings with ROTH IRAs, including the Backdoor ROTH, explained in a fun, approachable way.
- Tax Junk Drawer: A mix of tax lessons on forgotten or overlooked concepts, aimed at addressing common questions and issues.
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