Minnesota Association of
Public Accountants

3-hour course on IRA strategies: compare account types, Roth conversions, rollovers, reporting, prohibited transactions, tax planning, and Saver’s Credit for clients.

Course on retirement planning: rules for withdrawals, distributions, penalties, and exceptions for IRAs and other retirement accounts for tax professionals.

Learn Form 1041 prep for estates and trusts: distributions, fiduciary duties, amortization, IRD, probate, inherited IRAs, revocable & irrevocable trusts, and updated 2025 tax rules.