Past Events

November 27, 2018 Breakfast Meeting: Valuations
October 23, 2018 Breakfast Meeting: Planning for the new tax changes
October 2, 2018 Evening Meeting: Back to The Basics of Medicare
May 15, 2018 JOINT Afternoon Networking Meeting - Triggering Owner Action: Moving a Marketplace
April 24, 2018 Breakfast Meeting: Will Your Clients Outlive Their Life Insurance Coverage?
March 27, 2018 Lunch Meeting: Cabin Succession Planning
March 26, 2018 Breakfast Meeting: Exit Planning / Family Business
February 27, 2018 Breakfast Meeting: Heckerling Institute on Estate Planning Review
January 18, 2018 JOINT Lunch Meeting: The Technology Catalyst: Innovation in the insurance industry and how it will impact your clients
November 28, 2017 Breakfast Meeting: Update on Health Care Markets
October 24, 2017 Lunch Meeting: Mindfulness: Stress Reduction and Resiliency
September 26, 2017 AFTERNOON Meeting & Social - Tax Law Update
May 23, 2017 Dinner Meeting: The Legislative Process and Update
April 25, 2017 Breakfast Meeting: Residency Wars: the MnDOR Empire Strikes Back
March 28, 2017 Dinner Meeting: Social Security
February 28, 2017 Breakfast Meeting: Heckerling Review
January 24, 2017 Lunch Meeting: Deep in the Heart of Taxes – Reflections of a Former IRS Counsel Field Attorney
November 15, 2016 Dinner Meeting: The Elimination of (Most) Valuation Discounts
October 25, 2016 Breakfast Meeting: Successfully Navigating the Tricky Waters of Family Business
September 27, 2016 Lunch Meeting: 8 Insider Tips to Late Stage College Planning
May 24, 2016 Dinner Meeting: Conservation Easements - From identifying the opportunity, to protecting the gift
April 26, 2016 Breakfast: Health Care Directive - Unusual and Difficult Situations
March 22, 2016 COMBINED Lunch St. Paul & Minneapolis: Trust Litigation - When Things Go Wrong
February 23, 2016 COMBINED Breakfast St. Paul & Minneapolis: Heckerling
January 26, 2016 COMBINED Dinner St. Paul & Minneapolis: Next Gen Engagement
November 17, 2015 COMBINED Dinner St. Paul & Minneapolis: New MN Trust Code
October 27, 2015 COMBINED Lunch St. Paul & Minneapolis: Digital Security & Estate Considerations
September 22, 2015 COMBINED Breakfast St. Paul & Minneapolis: Gun Trusts
September 16, 2015 Twin Cities Estate Planning Council Social
May 26, 2015 COMBINED Dinner St. Paul & Minneapolis: Bridging Generations
April 16, 2015 COMBINED Minneapolis and St. Paul Breakfast Meeting
March 17, 2015 COMBINED Minneapolis and St. Paul Breakfast Meeting
February 24, 2015 Minneapolis Dinner Meeting: Heckerling Institute on Estate Planning Review
February 17, 2015 St. Paul Breakfast Meeting: Heckerling Institute on Estate Planning Review
January 27, 2015 Minneapolis Dinner Meeting: Gifts of Real Estate and Closely Held Stock
January 20, 2015 St. Paul Breakfast Meeting: Gifts of Real Estate & Closely Held Stock
November 25, 2014 Minneapolis LUNCH Meeting: Health Care Reform
November 18, 2014 St. Paul Breakfast Meeting: Health Care Reform
October 28, 2014 Minneapolis Dinner Meeting: Medicare Adventure
October 21, 2014 St. Paul Breakfast Meeting: Medicare Adventure
September 16, 2014 COMBINED St. Paul & Minneapolis BREAKFAST Meeting: Elder Abuse
May 27, 2014 Addition by Subtraction - JOINT St. Paul & Minneapolis Dinner Meeting
April 22, 2014 Minneapolis Lunch Meeting: Social Security - The Ten-Most Asked Questions
April 15, 2014 St. Paul Breakfast Meeting: Social Security - The Ten Most-Asked Questions
March 25, 2014 Minneapolis Dinner Meeting: Current Banking & Lending Environment
March 18, 2014 St. Paul Breakfast Meeting: Current Banking & Lending Environment
February 25, 2014 Minneapolis Dinner Meeting: Heckerling Institute on Estate Planning Review
February 18, 2014 St. Paul Breakfast Meeting: Heckerling Institute on Estate Planning Review
January 28, 2014 Minneapolis Dinner Meeting: Experienced Corporate Trustee Panel
January 21, 2014 St. Paul Breakfast Meeting: Experienced Corporate Trustee Panel
November 26, 2013 Minneapolis LUNCH Meeting: Minnesota Gift Tax Law Changes and Their Impact on Estate Tax Planning
November 19, 2013 St. Paul Breakfast Meeting: Minnesota Gift Tax Law Changes and Their Impact on Estate Tax Planning
October 22, 2013 Minneapolis Dinner Meeting: 2013 Minnesota Residency Law Update
October 15, 2013 St. Paul Breakfast Meeting: 2013 Minnesota Residency Law Update
September 17, 2013 JOINT Breakfast Meeting: Planning In Light of Minnesota's New Civil Marriage Law
May 28, 2013 FLP Ideas We See Out There
April 23, 2013 Minneapolis Meeting - How to Work with the IRS
April 16, 2013 St. Paul Meeting - How to Work with the IRS
March 26, 2013 Minneapolis Meeting - Long Term Care Insurance & Combo Products
March 19, 2013 St. Paul Meeting - Long Term Care Insurance and Combo Products
February 26, 2013 Minneapolis Meeting - Heckerling Update
February 19, 2013 St. Paul Meeting - Heckerling Update
January 22, 2013 Minneapolis Meeting - Hot Issues in Guardianship Conservatorship Law
January 15, 2013 St. Paul Meeting - Hot Issues on Guardian Conservatorship Law
November 27, 2012 Minneapolis Meeting - Estate Planning for the Modern Family
November 20, 2012 St. Paul Meeting - Estate Planning for the Modern Family
October 23, 2012 Minneapolis Meeting - Estate Planning in Uncertain Times
October 16, 2012 St. Paul Meeting - Estate Planning in Uncertain Times
September 25, 2012 Patient Protection & Affordable Care Act (ACA)
September 18, 2012 Patient Protection & Affordable Care Act (ACA)
May 15, 2012 Annual Combined Meeting - Income Tax Update
April 24, 2012 Minneapolis Meeting - Land Trusts
April 17, 2012 St. Paul Meeting - Land Trusts
March 27, 2012 Business Valuations: What You Should Know About Them In Order To Serve Your Clients
March 20, 2012 St. Paul Meeting: Business Valuations - What You Should Know About Them in Order to Serve Your Clie
January 24, 2012 Minneapolis Meeting - Minnesota Revenue: Estate Tax Hot Topics
January 17, 2012 St. Paul Meeting - Minnesota Revenue: Estate Tax Hot Topics
November 22, 2011 Minneapolis Meeting - Fiduciary Duties
November 15, 2011 St. Paul Meeting - Fiduciary Duties
October 25, 2011 Minneapolis Meeting - Identifying and Working with Mental Illness
October 18, 2011 St. Paul Meeting - Identifying and Working with Mental Illness
September 27, 2011 Minneapolis Meeting - Legislative Update
September 20, 2011 St. Paul Meeting - Legislative Update
August 17, 2011 2011 MEPC FEPCSP Golf Outing
May 24, 2011 Update of 2010 Legislation
April 26, 2011 Minneapolis Meeting - Tax Residency Issues
April 19, 2011 St. Paul Meeting - Tax Residency Issues
March 22, 2011 How To Sell A Professional Practice
March 15, 2011 How To Sell A Professional Practice
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