Tax Conference Livestream

Tax Conference Livestream

Tax Conference Livestream


Attend this year’s Tax Conference to hear from top experts about the latest updates and insights on pressing issues involving federal and Wisconsin tax updates, how to defend against IRS attacks on CPAs and preparers, estate and succession planning in 2021, how to plan for tax reform, hot tax practice procedures and ethical issues, and more.

Tax professionals, practicing attorneys, corporate counsel, and business and financial managers will benefit greatly by attending.

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.

18.0 CPE Credits


Registration is open through 11/15. Register by 11/01 for Early Bird Pricing.

Member Price

$449 / $419 Early-Bird pricing ends on 11/01/2021. / $399 Super Early-Bird pricing ends on 10/15/2021.

Nonmember Price

$549 / $519 Early-Bird pricing ends on 11/01/2021. / $499 Super Early-Bird pricing ends on 10/15/2021.

Student Price


Monday, November 15 - Tuesday, November 16

8:00am Monday to 5:10pm Tuesday (Check-In 8:00am)

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Monday, Nov 15th

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

Angela Thomas, Expenditure & Revenue Accounting Section Chief, Wisconsin Department of Natural Resources

8:10AM TO 9:50AM / General Session

Kelsey Bailey, Associate, Quarles & Brady LLP

Patricia Hintz, Quarles & Brady LLP

This session will provide a review of important federal judicial, legislative and regulatory developments that have occurred since late 2020, including legislation and administrative guidance passed or issued in response to the coronavirus pandemic. Additionally, this session will discuss the Biden Administration's tax proposals and what we might expect in late 2021 and 2022 with regard to new tax legislation.

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10:00AM TO 11:40AM / General Session

Kelsey Bailey, Associate, Quarles & Brady LLP

Patricia Hintz, Quarles & Brady LLP

Opening session continued.

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12:10PM TO 1:00PM / General Session

Jason Flattum, Tax Principal, CLA

This session will be an overview of the types of transactions and costs contemplated by Treas. Reg. 1.263(a)-5. What are they and why does it matter? The general rules for the tax treatment of transaction costs. What documentation is required and how are transaction costs allocated to buying and selling groups? The primary exceptions to the general rule of capitalization. Determining whose expense is it? Special considerations for covered transactions and success-based fees, and the treatment of capitalized costs. As well as issues that arise in connection with a transaction cost analysis.

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1:10PM TO 2:00PM / General Session

Martin Tierney, Partner, Michael Best & Friedrich LLP

This presentation will focus on recent tax issues and case law related to executive compensation, deferred compensation and equity compensation. Topics will include:

  • Executive compensation litigation update
  • IRS guidance update
  • Pandemic “clean-up” issues
  • Final 162(m) regulations

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2:10PM TO 3:00PM / General Session

Robert Dallman, Shareholder, von Briesen & Roper, s.c.

Robert Teuber, Shareholder, von Briesen & Roper, s.c.

Curtis Walther, Associate, von Briesen & Roper, s.c.

When the IRS asserts professional misconduct against a CPA; the preparer penalties and reputational damage can be severe. If an ethical violation is asserted, the IRS can send a tax professional deep into the Office of Professional Responsibility, OPR, rabbit hole. Because of the potential consequences to a CPA and their firm, understanding the rules and the procedures involved is an important part of mounting a strong defense. In this presentation, Attorneys Dallman, Teuber and Walther will discuss selected ethical issues which may lead to preparer penalties and OPR enforcement and how to defend against such attacks.

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3:10PM TO 4:00PM / General Session

Chad Resner, Firm Director, Baker Tilly

This session will be a review of section 704(b) capital account reporting rules including discussion of common transactions impacting adjustments to capital accounts, as well as discussing similarities and differences between section 704(b) and tax capital accounts. Along with a review of the requirement to report tax capital accounts on Schedule K-1 of Federal Form 1065 partnership tax returns and calculation of tax capital accounts.

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4:10PM TO 5:10PM / General Session

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

This presentation will summarize what is now "hot" at the IRS with regard to practice and procedure and ethics issues. Topics include circular 230 update, IRS and WDOR audit initiative update and other timely IRS and WDOR issues.

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Tuesday, Nov 16th

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, 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 2020 tax return processing season, upcoming changes to 2021 tax returns, updates on DOR administrative and procedural initiatives affecting tax practitioners, and various other topics.

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11:00AM TO 11:50AM / General Session

Matthew Brehmer, Remley Law, S.C.

Robert Mathers, Shareholder, von Briesen & Roper, s.c.

This presentation on Multijurisdictional Tax Residency will focus primarily on the transiency and peripatetic issues, rules of professional responsibility for CPAs, estate planning considerations, trust situs, and other special considerations involving multijurisdictional tax residences. Each of these topics will primarily focus on Wisconsin, Florida, Illinois, Minnesota and Arizona rules and laws in order to provide attendees with specific issues, rules and laws from each of these states, as well as tax advantages and disadvantages with residency in each of these states.

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12:30PM TO 1:20PM / General Session

Bradley Kalscheur, Partner, Michael Best & Friedrich LLP

Many proposals that impact estate planning and family business owners have been introduced during 2021. This session will cover how you can help your clients and family business owners understand any changes that have passed and how they impact estate and business succession planning, and what we still may be able to use prior to year-end.

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1:30PM TO 2:20PM / General Session

Justin Webb, Chair of the Data Privacy & Cybersecurity Practice, Godfrey & Kahn S.C.

Learn about recent updates and changes to privacy and data security laws, including the Virginia Consumer Data Protection Act, the Colorado Privacy Act, and the California Privacy Rights Act. This presentation will discuss the latest trends in cybercrime, including ransomware and security incidents, and common themes in identity theft and impersonation for financial and tax crimes.

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2:30PM TO 3:20PM / General Session

Douglas Patch, Shareholder & Tax Team Leader, Godfrey & Kahn S.C.

Timothy Voigtman, Partner and Tax, Benefits & Estate Planning Chair, Foley & Lardner LLP

This session will discuss the requirement that compensatory payments to partners are treated as guaranteed payments, rather than wages, as well as discussing various structures to avoid this requirement and the advantages and disadvantages of each structure.

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3:30PM TO 5:00PM / General Session

Robert Keebler, Partner, Keebler & Associates LLP

Spurred by the events in 2020, there will be significant changes to the income tax code targeted to raise additional revenue from wealthier people. There may be only months to capture fading opportunities before the effective date and significant traps for the unwary. This session will focus on the best planning strategies in response to these reforms.

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5:00PM TO 5:05PM / General Session

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