Breakfast meeting: Tax Update

Date: Thursday, November 16, 2023
Time: 7:00am - 9:00am
Location: Midland Hills - Small Turnberry Room
Speaker: Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS


Presentation will provide an update on federal and Minnesota taxes, including federal tax provisions included in SECURE 2.0 and the Inflation Reduction Act; Federal provisions of the Tax Cuts and Jobs Act with delayed effective dates and sunset provisions; and the Minnesota Omnibus Tax Bill. 

Learning Objectives
By Attending this Session Advisors will….

  • Receive an update on federal tax developments
  • Learn about TCJA provisions that will be expire by 2026
  • Receive an update on Minnesota tax development

Registration, Networking, and Breakfast: 7:00 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CLE Credit

See Upcoming Event Calendar