2025 Tax Conference: Day 2 Morning Sessions
Available Until
Online
4.90 Credits
Member Price $169.00
Non-Member Price $219.00
Overview
Sessions covered in this On-Demand replay of the Tax Conference:
Wisconsin Tax Update
In this session, you will get the latest updates on Wisconsin case law as well as recent legislative and administrative developments that have occurred in the past year.
Wisconsin Department of Revenue Income, Sales & Excise Tax Update
The session will include a summary of upcoming changes to 2025 Wisconsin income tax returns, updates on DOR administrative and procedural initiatives affecting tax practitioners, and various other topics.
International Tax Changes in the Big Beautiful Bill: Bye-Bye, QBAI and Welcome Back, Credits!
The session will focus on changes in international tax provisions in the OBBBA, which includes sourcing rules for increased foreign tax credits, the new net CFC tested income regime to end the deferral of foreign income, and the enhanced foreign derived deduction eligible income regime to reduce tax on exports.
The Candidate Experience: Your Employment Brand in Action
Join this interactive discussion on strategies surrounding the overall candidate experience throughout the lifecycle of hiring. From the early stages of interviewing through long-term retention strategies, dive into your employment brand and market data around recruiting. In this session, you will learn why people leave their jobs so that you can better focus on how to provide a positive candidate experience from day one. Bonus content:
Pathways to CPA Legislation Update
Tammy Hofstede, President & CEO, WICPA
Get a brief update on the status of WICPA legislation that will introduce a third pathway to CPA licensure in Wisconsin.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
- Carver Smith III, Managing Partner, Truity Partners
- Kristina Somers, Shareholder, Reinhart Boerner Van Deuren s.c.
- Nathaniel Weber, Director, Office of Technical Services, Wisconsin Department of Revenue
- Robert Misey Jr., Chair of the International Department, Reinhart Boerner Van Deuren s.c.
- Tammy Hofstede, President & CEO, WICPA
Leader Bios
Carver Smith III, Managing Partner, Truity Partners
Carver joined Truity Partners in 2010. He has over 30 years of experience in the recruiting space helping clients find and evaluate talent at all levels in the areas of accounting and finance as well as other management positions.
Carver serves clients in a variety of industries, including manufacturing, financial services, professional services, insurance, retail, technology and not-for-profit. His prior experience includes serving as the national director of recruiting for an international CPA firm. Specific experience
- Collaborates with clients throughout the entire recruiting life cycle, providing access to qualified candidates who meet each client’s business needs
- Develops effective recruiting strategies, process improvements and compensation plans on behalf of Truity Partners clients
- Provides instruction on Behavioral Based Interviewing techniques
- Educates and speaks professionally on recruiting and leadership topics at various events and conferences throughout the U.S.
- Previously held the Senior Professional in Human Resources (SPHR) certification and FINRA Series 7 and FINRA Series 66 licenses
T +1 (414) 777 5322 carver.smith@truitypartners.com
Kristina Somers, Shareholder, Reinhart Boerner Van Deuren s.c.
Kristina E. Somers is a shareholder in Reinhart’s Tax, Litigation and Tax-Exempt Organizations practices. She advocates on behalf of clients involved in tax controversy disputes in Wisconsin and other states. Kristina also offers planning strategies to minimize taxes for businesses operating in Wisconsin and those with multi-state operations. Over the course of her career, she has gained significant experience assisting clients in a variety of state and local tax matters including sales and use taxes, income and franchise taxes, property taxes and real estate transfer fees.
In addition to her work on tax issues at the state level, Kristina also handles matters related to federal tax, including Federal Tax Controversy and Litigation and Federal Tax Planning. She also is an experienced litigator.
Kristina primarily serves clients in the following areas:
- State and Local Tax
- Tax Controversy and Litigation
- Tax-Exempt Organizations
- Federal Tax Planning
Nathaniel Weber, Director, Office of Technical Services, Wisconsin Department of Revenue
Nate Weber is the Director of the Office of Technical Services in the Income, Sales & Excise Tax Division at the Wisconsin Department of Revenue. Nate and his staff are responsible for implementing legislative changes, drafting changes to administrative rules, updating tax forms, instructions, and publications, and responding to the most difficult tax questions.
Nate has been with the department for 25 years. He was a field auditor for the department for over 12 years, auditing both small and large businesses for sales and use tax, and income and franchise tax.
Nate graduated from the University of Wisconsin-Eau Claire and is a CPA.
Robert Misey Jr., Chair of the International Department, Reinhart Boerner Van Deuren s.c.
Robert Misey leads the International Department for the law firm of Reinhart Boerner Van Deuren and is a former trial attorney for the IRS Chief Counsel in Washington, DC. Robert is Senior Counsel of the International Tax Committee for the ABA and a member of the bar in California, Wisconsin, and the District of Columbia. He is also the author of the books A Practical Guide to U.S. Taxation of International Transactions and Federal Taxation: Practice and Procedure.
Non-Member Price $219.00
Member Price $169.00