Thursday, January 2, 2020 from 12:00 PM to 4:45 PM CST
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DoubleTree by Hilton, Bloomington 
7800 Normandale Blvd.
Bloomington, MN 55439

Driving Directions 


Lois McPherson 
Minnesota Society of Enrolled Agents 

Wisconsin, Minnesota and IRS Updates 

We are pleased to team up with MN-NATP to offer the annual tax updates!  Please join us for the afternoon to learn valuable information from the Wisconsin, Minnesota and the IRS.

12:00 – 12:50     Nathan Borstad - WI updates

1:00 – 2:00         Mark Krause - MN updates

2:15 – 4:45         Karen  Brehmer  - IRS updates

To keep costs reasonable, please have lunch prior to the meeting.  In addition to the seminar, we will be providing an afternoon break.

$50.00 per person

3 hours of CE for Tax Professionals for the IRS Updates

Technology Class - MN-NATP (Complimentary):

6:00 – 7:40         Security Plan Mission Impossible  Speaker: Portia Vogt

7:40 - 9:00          Optional: Networking with other tax professionals

Your mission, should you choose to accept it, is to lock down your checklist and inventory for a security plan in just 2 hours! 

Are you tired of hearing about having a formal security plan, but just want to get something done?  How about a starter solution which won’t leave your head spinning?  In this hands-on, 2 hour session the focus will be IRS Pub.4557 security checklists and getting your device and software inventories drafted.  We will answer your burning ‘what if’ questions with FAQ 7216, and a few supplements that reference basic requirements of GBLA, Cir. 230, CFR 26 7216, etc.  

The post mission, should you choose to accept that too, will simply be to complete the final steps of review with your staff, and to store the plan and inventories in a secure location.

 OBJECTIVES HOUR 1:  Review of IRS Pub. 4557 checklists to determine the most critical areas to “lock down” in your practice.

OBJECTIVE HOUR 2:  Understand the IRS & FTC definitions of the terms ‘Personal Identifying Information’ (PII), ‘Taxpayer Information’ and ‘Sensitive Information’ and create inventories describing where that client data is stored and used.

This 2 hour session will be followed by professional networking between tax pros covering additional solutions firms are implementing to meet the 4557 checklist and other security requirements.


We have reserved a limited amount of rooms at the DoubleTree in Bloomington ($95) during the seminar.  Please book early to secure your sleeping accommodations directly with the hotel at 952.835.7800 and mention MN Tax Professional before  December 20, 2019.

Please click on the link below to register for the seminar or RSVP.

Register Now! 

If you are interested in registering for the MN-NATP seminar with Chris Bird on January 3, 2020, please register at www.natptax.com