Education for our Clients
At JAK we are committed to educating our clients and providing resources for learning. One way we do this is by offering various educational opportunities throughout the year.
Get perspective from seasoned CPAs.
Sometimes a tax law development may require you to significantly change the way you do business. To help you understand how your business may be impacted, we can present a private educational seminar for you and your staff. For more information or to schedule a seminar, call our office at 651-641-1099.
JAK Webinars
As individual and business consultants, we have a network of professionals and advisers, both internal and external, to provide education in several areas. You must register for each webinar in advance in order to receive the webinar link. Please call 651-641-1099 with any questions.
Don’t Be A Burden
It’s never too early to discuss your end-of-life wishes
Wednesday, October 27, 2021
12:00pm Noon – 1:00pm
Virtual or in person
Description
We all have an estate and have an idea of what should happen to our estate if we were no longer around. However, if you don’t follow the rules, your estate could get into the wrong hands…and this includes your child(ren). Cindy and Rachel will explain:
- What’s included in an estate
- Why you should have an estate plan
- How your will is involved
- Gifting rules and options
- How trusts are involved
- Tax requirements
- and more…
Attending in person?
Join us at 1755 Prior Ave N, Falcon Heights, MN 55113 – Lunch will be provided!
Presenters
Cynthia McLagan, EA
Cynthia McLagan has a passion for transparent communication and making the complexities of estates & trusts become simpler for her clients. She has been engaged in tax work for over 20 years, and is recognized for her tedious attention to detail and her care for her clients. It is important to Cindy that her clients understand all of the information regarding theirs or their loved ones estate in order to successfully navigate through these life-altering events. Outside of her office, Cindy is a devoted caregiver to her family, often seeing her traveling with her adult children. She also collects Ming & Qing dynasty porcelain, a pastime that originated from her experience of living and working in China for over 15 years.
Rachel Schromen
Rachel Schromen is an estate planning attorney and owner of Schromen Law, LLC. Her practice is focused on estate planning, elder law and estate and trust administration. Since starting to practice law in 2013, Rachel has been named a Super Lawyer Rising Star (2020 and 2021), voted “Favorite Woman Estate Planner” by readers of Women’s Press (2017, 2018, 2019 and 2021), named one of the Top 3 Best Rated Estate Law firms in St. Paul (2018, 2019, 2020 and 2021) and most recently was voted Best Estate Law Firm in Minnesota by readers of the Star Tribune. Apart from her law practice, Rachel is a hospice volunteer as an end-of-life doula and with her therapy dog, Mabel.
View Past Webinars
Reviewing Your Clients’ 2021 Financials and Tax Returns? Look Out for These Changes
by Kyla Hansen, CPA, CVA Sorting through your clients’ financial statements and tax returns can easily leave you scratching your head. Not only are they complicated, but they can also be inconsisten...
What to Know About Being the Executor of an Estate
By Cheryl Ellefson, CPA, MBT, CFP® Being the Executor of an Estate Is Not an Easy Job Your friend or loved one passes away. If you’re the executor of their estate, you’re left with more than your...