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Exhibitors:

Sponsors:

  • Alerus Financial and Botsford & Qualey Land Company – Monday evening social
  • Blue Cross Blue Shield of ND – Tuesday Morning Break
  • EideBailly LLP – Hospitality Room
  • Grand Forks Convention and Visitors Bureau – Monday Afternoon Break
  • Merrill Lynch – Sunday evening social

Golf Sponsors:

  • Bremer Bank
  • Happy Harry’s Bottle Shop, Inc
  • Insight Technologies, Inc
  • JTC Inc
  • Knight Printing
  • McKenna & Associates, PC
  • Yellowstone Management Inc

CCH, a Wolters Kluwer business
2700 Lake Cook Road
Riverwoods, IL 60015
877-267-6119

Company Description: CCH (cch.com) provides leading tax and business law information and software solutions. CCH products track, report, explain and analyze tax and related law in over approximately 700 publications in print and electronic form for tax, accounting, legal, human resources, banking, securities, insurance, government and health care professionals.

Products: Integrated tax information and software solutions

Contacts: Steve Busch - steven.busch@wolterskluwer.com
Tom Schlichting - tom.schlichting@wolterskluwer.com


DFC Consultants, Ltd.
1320 1st Ave N
Fargo, ND 58102
701-281-6112
www.dfcconsultants.com

Description: Microsoft Certified Training Center

Contacts: Mary Roppe
Email: maryr@dfcconsultants.com


First American Exchange
801 Nicollet Mall Ste 1900
Minneapolis, MN 55402-2533
Phone: 612-305-2525
Fax: 612-305-2530
Web: www.firstexchange.com

Company description: First American Exchange Company provides Qualified Intermediary services under Section 1031 of the Internal Revenue Code. Section 1031 allows investors to exchange “like-kind” property without trigging gain recognition. The Company facilitates tax-deferred delayed, reverse, and construction exchanges of real property held for investment or use in a trade or business, as well as delayed and reverse exchanges of personal property (aircraft, cattle, FF&E, IT equipment, intangibles, machinery, maritime vessels, road construction equipment, etc.) First American Exchange Company is one of the family of companies of First American Corporation (NYSE | FAF).

Products: Qualified intermediary under IRC Section 1031

Giveaways: (3) Multi-tools with ten devices (knife, saw, scissors, bottle opener, corkscrew, etc.)

Contact: Steve Katkov, Esq
Phone: 612-305-2014
E-mail: Skatkov@firstam.com


State Bank & Trust
3100 13th Ave S
Fargo, ND 58103
701-451-3052
Fax: 701-451-3252
www.statebanks.com

Company Description: State Bank & Trust in Fargo, North Dakota, was chartered in 1966 and is one of the largest independently owned banks in the tri-state area. We maintain 16 locations to include Trust Offices in Fargo and Bismarck, North Dakota and Boise, Idaho.

The Trust & Investment Division was established in 1987 to provide professional investment management services for institutional assets, including retirement funds, endowments, insurance reserve funds and special purpose corporate funds.

Products: Our Trust and Investment Division offers comprehensive asset management services, financial, trust and estate planning services, real estate management and qualified and non-qualified retirement programs. Our experienced staff offers a complete retirement solution with superior, personal service at a competitive cost. Our retirement programs can include trustee, investment, educational and administrative services for 401(k), 403(b), 457, self-employed, pension, profit sharing, employee stock ownership, non-qualified executive deferred compensation, IRAs, SIMPLE and SEP plans. Our professionals are here to ensure your employees are on the right path for retirement bringing flexibility and simplicity to the process.

Contact: Kathy Eggiman
Email: keggiman@statebanks.com


Small Business Administration (SBA)
PO Box 3086
Fargo, ND 58108
www.sba.gov/nd

Description: Federal Agency providing financial technical assistance and contract support to for profit small businesses.
Contact: Michael Gallagher
Email: north.dakota@sba.gov


IRS/Taxpayer Advocate Service
657 2nd Ave N, Rm 244
Fargo, ND 58102-4727
701-239-5141
www.irs.gov/taxpayeradvocate

Contact: Dianna Reeve
Email: dianna.l.reeve@irs.gov


Pearson Christensen & Clapp, PLLP
24 North 4th St
Grand Forks, ND 58203
701-775-0521

Description: Tax Controversy/Litigation
Contact: Jon J. Jensen
Email: jjensen@grandforkslaw.com


Edward Jones
117 N Washington St
Grand Forks, ND 58203
701-775-7824

Description: Financial Services
Contacts:
Ken Johnson - ken.e.johnson@edwardjones.com
Mark Larsen - mark.larsen@edwardjones.com
Jeanne Peterson - jeanne.peterson@edwardjones.com
Lisa Sonterre - lisa.tetraultsonterre@edwardjones.com



Thomson Reuters
8830 Canter Lane
Lakeville, MN 55044
Phone: 612-750-5132
Fax: 800-694-4209

Description: Thomson Reuters Checkpoint – The award-winning online tax and accounting research service that integrates outstanding guidance from RIA, WG&L, PPC, IBFD, BNA and others with primary source materials and analysis, workflow tools and more. Checkpoint, the revolutionary, easily-searchable online system, to get you straight to your answer.
Contact: Jim Lowe
Email: jim.s.lowe@thomsonreuters.com