The first meeting of the special interest group for Financial and Legal Issues Group (FLG) got off to an enthusiastic start on December 6 with the topic, “Tax Planning in Uncertain Times.” Members learned about probable changes and possible actions to take before the December 31 deadline. They also discussed the new tax code beginning in 2018, with the understanding that all information was: (1) educational only, and not advice for any individual; and (2) tax rules are always subject to change. Meetings will be on Wednesdays at 2 p.m. at John A. Knutson & Co., PLLP, classroom, 1755 Prior Avenue North, Falcon Heights, MN 55113. Sessions will also be available as a webinar by computer and phone.

Members suggested the following topics and speakers for 2018:

• February 21: Identity security. Lead presenter: Dave Bell, president, Cyber Solutions.
• April 25: Healthcare administration, medical issues, caretaking, funding long-term care (LTC), and issues with LTC facilities. Lead presenter: Jayne Clairmont, owner/consultant, English Rose Suites.
• August 15: Estate planning.
• November 14, 2018.Year-end income tax actions based on the new federal income tax code and Minnesota legislative action.

UMRA members interested in joining the group, or who would like information about it, may contact Andy Whitman, [email protected]; phone 612-747-6015.

— Andy Whitman, facilitator, Financial and Legal Issues Group (FLG)