August 28, 2019 | 7:45 - 9:30am

Under the Trump Administration, the last few years have brought significant change to taxes and tariffs in our country and state. After the latest tax season, we have learned many lessons from adhering to the Tax Cuts and Jobs Act of 2017 (TCJA). Join us for breakfast and hear from experts on gifting strategy changes, updated tax levels for individuals, the new Minnesota conformity law, the Qualified Business Income Deduction, and other tax lessons learned.

Read the rest of entry »

June 26, 2019 | 7:45 - 10:00am

Effective Security Doesn’t Have to Be Expensive
Lean and effective information security programs are an absolute necessity in today's world. No crystal ball is necessary. Every organization will be impacted by a cyber-attack at some point in its lifecycle—sometimes more than once. The pain experienced during these attacks is entirely dependent on the effort spent prior to the attack. While breaches can be very costly, security programs don't have to be. Join Ryan Elmer, Technology Risk Advisory Manager at Boulay, as he leads an executive-level discussion on how high-performing organizations understand and manage their information security risk across the entity—not just through IT.

Read the rest of entry »

May 22, 2019 | 3:30 - 6:30pm

Investors are often concerned with securing their online identity and keeping their home and family safe, but what best practices and resources are available? Staying ahead of potential risks and getting practical advice on security threats and appropriate risk mitigation strategy are key to protecting yourself against cyber fraud. Join us for appetizers and a happy hour as Jon Dougherty, Managing Director with Fidelity Security Services, discusses personal security topics and how to leverage best practices and resources to help maintain your family’s safety and security.

Read the rest of entry »

February 22, 2019 | 7:30 - 9:00am

Get an update from our elected officials on current bills and issues being discussed at the Capitol. Our state Representatives and Senators will be in attendance to share their thoughts and answer your questions. Breakfast will be provided.

Read the rest of entry »

January 16, 2019 | 3:30 - 6:30pm

Parents and grandparents of high school and college-bound students will not want to miss hearing a national expert provide strategies to help families navigate the complicated college process and save tens of thousands of dollars. College is now the second largest purchase most families make in their lives, yet most know more about buying a television. This workshop will cover common mistakes families make in selecting a college, myths about financial aid, and how to significantly reduce your cost. Planning ahead and developing a strategy for the college process is crucial to finding the right fit and avoiding unmanageable debt.

Read the rest of entry »

November 28, 2018 | 3:30 - 5:30pm

Due to an overwhelming registration response for the August 15 and September 19 tax seminars, we are hosting the same seminar again on November 28. The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for appetizers and a happy hour to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

Read the rest of entry »

November 15, 2018 | 3:30 - 5:30pm

The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to individuals and their estates, and each United States taxpayer is affected by the reform. High-net-worth individuals, business owners, and retirees especially need to be well-versed on how the TCJA changes will affect their wealth. Join us for appetizers and a happy hour to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of the tax law changes for individuals and their estates.

Read the rest of entry »

October 16, 2018  |  7:30 - 11:00am

Chances are you set goals to achieve the success you experience today. Transitioning your business is, in many ways, similar to starting and growing a business. A clearly specified plan will help you navigate business risks and plan for your own financial well being. Join us for breakfast and learn how to maneuver this complex and challenging process and help you secure your future.

Read the rest of entry »

October 2, 2018 | 3:30 - 5:30pm

Spending time at the lake is a favorite past-time for most Minnesotans, and many own lake homes that are cherished by their family. However, many cabin owners do not have a plan on how to safeguard their lake home or transition it to the next generation. Long-term care, tax issues, and other life challenges can derail your wishes for the cabin's future. Join us for appetizers and beverages and learn the pros and cons of different estate planning strategies for keeping your lake home in the family.

Read the rest of entry »

September 19, 2018 | 7:45 - 9:30am

Due to an overwhelming registration response for the August 15 tax seminar, we are hosting the same seminar again on September 19. The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for a breakfast seminar to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

Read the rest of entry »