Peregrine diversified investment services

Our partners offer valuable products and services to help you and your business succeed. They will also be offering free stuff and giveaways, so please take time to visit them throughout the conference. Heartland Payment Peregrine diversified investment services NEW THIS YEAR! Live Oak Bank – Silver Sponsor NEW THIS YEAR!

Barnett – Luncheon Sponsor NEW THIS YEAR! Stonebridge Capital Advisor NEW THIS YEAR! Tech Guru – Charging Station Sponsor NEW THIS YEAR! Company description: Accountants Concerned for Accountants is a program supported by the Minnesota Society of CPAs that provides peer support, assessment, consultation and referral to accountants, their families and colleagues who are affected by addiction. ADP offers accounting professionals’ data insights and flexible partnership options to help increase revenue for your firm. Access these exclusive member benefits and more by visiting us at adp.

Contact your local ADP representative for more information. CPA firms in the everyday intricacies of running a practice. PCPS partners with firms of all sizes, creating targeted and customizable practice management resources, networking opportunities and is a strong, collective voice within the CPA profession. Company description: As new classes of technology professionals continue to emerge, generalizing trends in professional liability insurance has become more difficult, and elements of professional liability coverage have become more specialized.

Aon experts can ensure that you have the right coverage for every aspect of your business. Company description: Bloomberg BNA, an affiliate of Bloomberg L. Its network of more than 2,500 reporters, correspondents, and leading practitioners delivers expert analysis, news, practice tools, and guidance — the information that matters most to professionals. Company description: Bremer Bank is a regional financial service company that provides a comprehensive range of banking, investment, trust and insurance services. This range of capabilities allows Bremer clients to benefit from working with a team that’s able to provide coordinated full-service financial solutions. Company description: Canopy’s mission is to make taxing work simple.

Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more. Company description: CPEC1031 – Commercial Partners Exchange Company, LLC is dedicated to helping owners of businesses and investment property defer their capital gains taxes on sale of property under Section 1031 of the Internal Revenue Code. Company description: Drake Software is a top-tier provider of professional tax preparation software. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Our customers know they can rely on Drake for comprehensive product excellence and value. More than 50,000 tax professionals nationwide use Drake.

Each year, Drake processes more than 26 million federal and state accepted returns. Company description: Call on our team of professionals to assit you with all of your 1031 exchange needs. We can help your clients preserve equity in their real estate. Whether they own a rental home or a commercial property, let the 1031 exchange help them defer taxes.

Benefit from working with expert, we can educate how a 1031 exchange defers capital gains taxes and how to reinvest into a new investment property, so your clients can keep more money. Company description: Helping businesses prosper through innovative solutions, advocacy and unmatched service is Heartland’s mission. Company description: Here at KBKG, we understand that all individuals, companies, and accounting systems are different. We are a client-centric firm with a primary objective of delivering value to those that we serve.