2017 Minnesota Estate Tax Updates

  • September 13, 2017
  • 12:00 PM - 1:00 PM
  • Moss & Barnett 150 S 5th Street, Suite 1200 Minneapolis, MN 55402


Registration is closed

Join us for a discussion on Minnesota Estate Tax focusing on the recent legislative changes, including the Minnesota estate tax filing threshold and exemption, recapture tax changes, residency and domicile and other miscellaneous legislative changes.


Angela Begordis, CPA, MN Dept. of Revenue

April Begordis, CPA, is a Revenue Tax Specialist Principal and has been with the Minnesota Department of Revenue for 7 years. April is the lead auditor for estate tax, fiduciary income tax, and corporate nexus at the agency. April reviews estate and fiduciary income tax returns & audits; revises & approves other auditors’ proposed assessments; trains new auditors; educates internal and external clients in interpreting tax code; updates estate and fiduciary income tax forms & instructions; maintains the estate tax calculator; and contributes knowledgeable insight for future Minnesota legislative tax law changes. 

She received her BA in Public Accounting from Gustavus Adolphus College. April obtained her CPA in spring of 2011. April is a member of the Minnesota Society of CPAs and the AICPA.

Tracy Bjerke, MN Dept. of Revenue 

Tracy Bjerke is a Revenue Tax Specialist and has been with the Minnesota Department of Revenue for 3 years. Tracy reviews and audits estate and fiduciary income tax returns, educates internal and external clients in interpreting tax code and updates fiduciary tax forms & instructions. Prior to her employment with the Department of Revenue, she worked for North Hennepin Community College for 18 years providing accounting and administrative support.

She received her BSB in Accounting from the University of Minnesota, Carlson School of Management in 2013.

Please register no later than September 8, 2017.  This meeting will be held in person and via Go To Meeting.  Please include your preference of attendance when you register.  The Go To Meeting login will be sent to attendees prior to the meeting. A Go To Meeting call-in number is also available.*  

Please contact Shelly Doerr at shelly.doerr@lawmoss.com or Jana Quast at jquast@winthrop.com  with any questions.

Cost:  FREE (MPA Members) 

           $10 (Non-Members)

If paying by check, please mail your check to:

Minnesota Paralegal Association 

2345 Rice Street, Suite 220 

St. Paul, MN 55113 

(651) 633-2778

*Please note:  MPA is no longer using Pioneer Conferencing.  If you have trouble logging into Go To Meeting, please check out the Attendee User Guide from Go To Meeting.

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The Minnesota Paralegal Association is a 501(c)6 non-profit organization. 2345 Rice Street, Suite 220, St. Paul, MN 55113

P: 651-633-2778 F: 651-317-8048 E: info@mnparalegals.org

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