FINANCE AND LEGAL GROUP

Taxes and Elections, Oh My! Tax planning for 2026 and beyond

Mon, Dec 1, 2025, 10am

Location
Event to be held via Zoom.
 

Andrew Whitman, Professor, Carlson School, MN Licensed Attorney, Prepare + Prosper Tax Processor.

Everyone's tax situation is different. Consult with a tax professional to come up with a financial plan well before year end.

Registration is required to attend and for a recording:
Registration Link: https://umn.zoom.us/meeting/register/cAiXjxc1RFaWULWzrFC1yg

Please tell us about issues for us to address in our fall 2025 zoom session. 
Please email suggestions to me. [email protected]



Upcoming Events

Event Date: November 18, 2025, at 11am

Jane Kirtley, JD, will be the guest speaker for UMRA’s luncheon forum on Tuesday, November 18. She will discuss challenges to preserving academic freedom and independent speech during the Trump Administration, and how institutions should respond to the unprecedented attacks on their independence.


Event Date: November 19, 2025, at 10am

Cathy Lee Gierke will present photos and talk about her cruise on the Rhine river, Italian Switzerland, Lake Como and Iceland -- and the history, culture and geology along the way.


Event Date: November 20, 2025, at 4pm

Librarian Naomi Skulan and Associate Professor Kevin Whalen will present research on the Sacred Heart School for Indians and Morris Industrial School for Indians.


Event Date: November 21, 2025, at 2pm

Book Club I will discuss An Unfinished Love Story by Doris Kearns Goodwin.


Event Date: December 1, 2025, at 9:30am

Please join Michael Luxenberg on Monday, December 1, for a hike that is approximately 5 miles in length at an average pace of roughly 18–20 minutes per mile for our second hike this fall in the beautiful Hyland Lake Park Reserve in Bloomington.


Event Date: December 1, 2025, at 10am

Everyone's tax situation is different. Consult with a tax professional to come up with a financial plan well before year end.


Event Date: December 4, 2025, at 12 - 7pm

There are a few fun events coming up at the Campus Club that are open to everyone. See these events on the Campus Club Facebook and Instagram.

 


Event Date: December 5, 2025, at 2pm

The customary November 4th Friday is the Thanksgiving weekend. Unless otherwise noted, we will meet Friday, December 5th. 


Event Date: December 5, 2025, at 2 - 3:30pm

The Campus Club in Minneapolis is inviting UMRA members to participate in focus group discussions this fall, to provide insight on the U of M retiree experience and generate ideas about how the Campus Club can serve our retiree community.


Event Date: December 5, 2025, at 2pm

When We Cease to Understand the World by Benjamin Labatut.


Event Date: December 6, 2025, at 2pm

Hey UMRA Gopher fans! Here’s a great opportunity to join your UMRA friends to cheer for the Gopher Women’s Hockey team when they face off against the St. Thomas Tommies in Ridder Arena.


Event Date: December 9, 2025, at 12:30pm

The theme for December is historical family photos.


Event Date: December 10, 2025, at 6pm

There are a few fun events coming up at the Campus Club that are open to everyone. See these events on the Campus Club Facebook and Instagram.


Event Date: December 19, 2025, at 2pm

Meeting to plan books for next year.


Event Date: January 13, 2026, at 12:30pm

The theme for January is great MN views.


Event Date: January 21, 2026, at 10am

When you are of Icelandic descent you can trace your ancestors back to around 1200 and sometimes further. 


Event Date: January 23, 2026, at 2pm

Bleak House by Charles Dickens. 


Event Date: February 1, 2026, at 2pm

Here’s another great opportunity to buy discounted tickets and join your UMRA friends to cheer for the Gophers when the Women’s Basketball team hosts the Purdue Boilermakers at Williams Arena in Minneapolis on February 1.


Event Date: February 3, 2026, at 2pm

UMRA’s special event for this winter will again be a celebration of brighter days and the approaching end of winter. We’ll have food, fellowship, and music provided by Urban Sound, one of the University’s premier student a cappella ensembles.