SMART TAX PLANNING FOR CLOSELY HELD BUSINESSES
Online Replay Seminar
ITEM #:  2563012701   |   EVENT CODE:  TBA
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Friday, July 17, 2026

9:00 AM - 4:10 PM

Smart Tax Planning for Closely Held Businesses

Key Strategies to Reduce Risk and Provide Better Client Advice

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! 

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST 


9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS


9:05 – 10:05 a.m.
One Big Beautiful Bill Act: Big Changes, Bigger Implications 
– Susan J. Markey


10:05 – 10:50 a.m.
Choosing the Right Entity Can be Taxing: Tax Considerations in Entity Selection
– Thomas L. Bird & William M. Howieson


10:50 – 11:05 a.m.
BREAK


11:05 – 11:35 a.m.
Minnesota Tax Law Update: Breaking Down the Latest Changes and Their Impact
– Daniel N. Kidney


11:35 a.m. – 12:20 p.m.
More States, More Problems: Navigating Multistate Tax Compliance and Risk
– Daniel N. Kidney & Muthu Periakaruppan


12:20 – 1:00 p.m.
LUNCH BREAK (on your own)


1:00 – 1:30 p.m.
Remote Workers: Tax Traps for the Unwary
– Kenneth S. Levinson


1:30 – 2:15 p.m.
Employee Classification: Getting It Right and Staying Out of Trouble
– Leanne G. Litfin


2:15 – 2:25 p.m.
BREAK


2:25 – 3:10 p.m.
Keep It in the Family: Tax Considerations in Family Business Succession Planning
– Michael P. Sampson


3:10 – 4:10 p.m.
Tax Ethics: Where Do You Draw the Line?
1.0 ethics credit applied for
– Matthew J. Wildes

LIVE IN-PERSON
Tuesday, June 30, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Friday, July 17, 2026
Tuesday, August 11, 2026
Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

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.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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