Tax Conference Livestream (Thursday & Friday)

Tax Conference Livestream (Thursday & Friday)

Tax Conference Livestream (Thursday & Friday)


As a tax professional, clients and firms count on you to have the most current tax updates, strategies and tools to guide them through the complicated issues, challenges and legal implications they may encounter.

The 2020 WICPA Tax Conference has you covered with top experts providing the updates and insights you need on the latest Wisconsin and federal tax issues, making it an unrivaled opportunity and a must-attend event for tax professionals, practicing attorneys, corporate counsel, and business and financial managers to stay current.

Please Note: For the safety of attendees, presenters, staff and vendors, this year’s Tax Conference will be presented online via WICPA CPE Livestream.

Note: Applications have been submitted for approval to award CFP and CLE credit.

17.5 CPE Credits


Registration is open through 11/12. Register by 10/30 for Early Bird Pricing.

Member Price

$449 / $419 Early-Bird pricing ends on 10/30/2020.

Nonmember Price

$549 / $519 Early-Bird pricing ends on 10/30/2020.

Student Price


Thursday, November 12 - Friday, November 13

8:00am Thursday to 4:50pm Friday (Check-In 8:00am)

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Thursday, Nov 12th

8:00AM TO 8:10AM / General Session

Thomas Schmitt, Partner, The VanderBloemen Group LLC

8:10AM TO 9:55AM / General Session

Karen Brosi, Owner, Karen Brosi, EA, CFP LLC

This session includes a comprehensive review of the most important judicial, legislative and regulatory developments for late 2019 and the first 10 months of 2020 from the practitioner’s perspective, with special emphasis on Legislation passed in response to the COVID-19 and recent guidance related to the 2017 TCJA. Critical issues and key planning opportunities for your closely held business and individual clients will be identified. There will also be special focus on IRS audit activity and scrutiny as well as recurring hot-button issues. Additionally, emphasis will be placed on practical tax-saving moves.

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10:10AM TO 12:00PM / General Session

Karen Brosi, Owner, Karen Brosi, EA, CFP LLC

Opening session continued.

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12:20PM TO 1:20PM / General Session

Kieran Coe, Attorney, Godfrey & Kahn S.C.

Sarah McNally, Attorney, Godfrey & Kahn S.C.

This presentation will review the income tax consequences associated with the modification and cancellation of recourse and non-recourse debt obligations. In addition, it will address tax issues to consider when owning or acquiring distressed businesses, including the treatment of net operating losses, excess business losses, discharge of tax obligations in bankruptcy, successor liability for tax obligations and other related issues.

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1:30PM TO 2:30PM / General Session

Sue Matis, Director of Organizational Development, Skyward, Inc.

Maintaining team cohesiveness, strong work ethics and accountability, along with high employee engagement, can be difficult in a normal work environment in a highly competitive environment of accounting firms. Let’s face it, a firm’s commodity is its people. This session will provide strategies to consider when building your team for the future.

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2:40PM TO 3:40PM / General Session

John Emory, President, Emory & Co., LLC

Douglas Raines, Shareholder & Chair of Appellate Practice Section, von Briesen & Roper, s.c.

This presentation will discuss the Kress case, a decision for the taxpayer in a federal tax refund lawsuit, and related valuation issues. Valuation issues that will be discussed include:

  • How to account for S corporation status
  • An appropriate discount for lack of marketability
  • The appropriate treatment of non-operating assets
  • The appropriate treatment of a transfer restriction

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3:50PM TO 4:50PM / General Session

Michael Goller, Shareholder & Tax Department Chair, Reinhart Boerner Van Deuren s.c.

This session will cover Circular 230 and beyond, including a summary of what’s hot and what’s not in the tax ethics area, as well as updates and traps for the unwary.

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Friday, Nov 13th

8:00AM TO 8:10AM / General Session

Tammy Hofstede, President & CEO, WICPA

8:10AM TO 9:40AM / General Session

Kristina Somers, Shareholder, Reinhart Boerner Van Deuren s.c.

This session will provide an update of Wisconsin case law as well as legislative and administrative developments that have occurred in the past year.

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9:50AM TO 10:50AM / General Session

Nathaniel Weber, Director, Office of Technical Services, Wisconsin Department of Revenue

The presentation will include a summary of results from the 2019 tax return processing season, upcoming changes to 2020 tax returns, updates on DOR administrative and procedural initiatives affecting tax practitioners, and various other topics.

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11:00AM TO 12:00PM / General Session

Jennifer Ardrey, Senior Manager, Grant Thornton LLP

Timothy Smith, Associate, Godfrey & Kahn S.C.

This presentation will provide an update regarding recent sales and use tax developments following the Wayfair case. Additionally, an overview of practical compliance considerations with respect to Wayfair implementation will be provided.

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12:30PM TO 1:30PM / General Session

Bradley Kalscheur, Partner, Michael Best & Friedrich LLP

Gregory Monday, Shareholder, Reinhart Boerner Van Deuren s.c.

In these unusual times, family business owners have an opportunity to transfer family business interests and other wealth to the next generation, at a substantially reduced transfer tax impact. However, they need to plan cautiously and take account of the possibility of unexpected challenges that might arise for them and their successors. Learn how to help family business owners plan for business succession, hoping for the best, but being prepared for the worst. This presentation will include tips on planning for changes in tax law that might arise out of November election results.

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1:40PM TO 2:40PM / General Session

Galen Mason, Partner, Michael Best & Friedrich LLP

This session will discuss the design and implementation of the Paycheck Protection Program, including common points of confusion, practical compliance tips and recommendations for closing out client loans under the program without issues.

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2:50PM TO 4:20PM / General Session

Robert Keebler, Partner, Keebler & Associates LLP

The SECURE Act includes many changes to retirement plans, however the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” This change will decrease wealth transfer and require estate plan updates, now making it important for everyone with a substantial qualified plan or IRA to reconsider beneficiary designations and trust provisions in order to eliminate the possibility of an avoidable tax disaster.

Specifically, this session will cover:

  • The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse.
  • Reformations and decanting to avoid a spendthrift disaster
  • Selecting the right “heir” to receive the IRA
  • The new spousal rollover trap and disclaimer planning
  • IRD meets DNI – understanding the taxation of trusts named as IRA beneficiaries
  • Examples to explain the quantitative difference under the new law compared to the old
  • Using CRTs to maintain deferral and bracket management – the law and the math
  • The mathematics of SECURE Act motivated Roth conversions for better bracket management and greater wealth transfer
  • Using IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout

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4:20PM TO 4:30PM / General Session

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