SMART TAX PLANNING FOR CLOSELY HELD BUSINESSES
On Demand Seminar
ITEM #:  1963012601   |   EVENT CODE:  549792
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  June 29, 2028

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

Smart Tax Planning for Closely Held Businesses

Key Strategies to Reduce Risk and Provide Better Client Advice

Originally presented:  June 30, 2026     |     Course length:  6.0 hours

Tax laws impact almost all areas of a business, some obvious and some not. This program will address hot button issues to help you reduce risk and better advise your clients.

Highlights include:

  • Implications of the “One Big Beautiful Bill Act”
  • Minnesota tax update
  • Navigating multistate tax compliance issues
  • Tax traps when using remote workers
  • Properly classifying employees
  • Tax considerations in family business succession planning
  • And much more! 

WELCOME & ANNOUNCEMENTS  (5 MINUTES)

One Big Beautiful Bill Act: Big Changes, Bigger Implications  (60 MINUTES)
– Susan J. Markey

Choosing the Right Entity Can be Taxing: Tax Considerations in Entity Selection  (45 MINUTES)
– Thomas L. Bird & William M. Howieson

Minnesota Tax Law Update: Breaking Down the Latest Changes and Their Impact  (30 MINUTES)
– Daniel N. Kidney

More States, More Problems: Navigating Multistate Tax Compliance and Risk  (45 MINUTES)
– Daniel N. Kidney & Muthu Periakaruppan

Remote Workers: Tax Traps for the Unwary  (30 MINUTES)
– Kenneth S. Levinson

Employee Classification: Getting It Right and Staying Out of Trouble  (45 MINUTES)
– Leanne G. Litfin

Keep It in the Family: Tax Considerations in Family Business Succession Planning  (45 MINUTES)
– Michael P. Sampson

Tax Ethics: Where Do You Draw the Line?  (60 MINUTES)
1.0 ethics credit applied for
– Matthew J. Wildes

$295

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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