Tax Conference (Day 1 Only)

Tax Conference (Day 1 Only)

Tax Conference (Day 1 Only)


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, IRS updates, a Wisconsin Department of Revenue update, the SECURE Act regulations, hot tax practice procedures and ethical issues, and more.

CPAs in industry and public practice as well as practicing attorneys, corporate counsel, and business and financial managers will benefit greatly by attending.

Please Note: The WICPA and the facility hosting this event respectfully request that if you are not fully vaccinated against the COVID-19 virus, that you wear a mask during this event and maintain social distancing guidelines where possible. Livestream is available for this event. If you feel any physical symptoms associated with the COVID-19 virus or its variants prior to the event, please let us know and we will transfer you to the WICPA CPE Livestream option.

To make your reservation in the room block, call 262-789-0220 and mention the WICPA TAX Conference or use code WICPAT.

8.0 CPE Credits


Registration is open through 11/03. Register by 10/20 for Early Bird Pricing.

Member Price

$349 / $319 Early-Bird pricing ends on 10/20/2022. / $299 Super Early-Bird pricing ends on 10/03/2022.

Nonmember Price

$449 / $419 Early-Bird pricing ends on 10/20/2022. / $399 Super Early-Bird pricing ends on 10/03/2022.

Student Price


Thursday, November 3

8:00am to 5:00pm (Check-In 7:00am)

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Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions


Thursday, Nov 3rd

7:00AM TO 8:00AM / General Session

8:00AM TO 8:15AM / General Session

Holly Hoffman, Owner, Sales Tax Advisory Network, LLC

Robert Mathers, Partner, Quarles & Brady LLP

Steven Pullara, Tax Partner, BDO USA LLP

8:15AM TO 9:45AM / General Session

Edward Zollars, Tax Partner, Thomas, Zollars & Lynch, Ltd

Federal tax law continues to change every year as new laws, regulations, rulings and cases come out. During this session, we'll review the highlights of the past year's change in federal tax law, looking at legislation that may be enacted prior to the session, regulations issues during the year (including proposed or potentially final regulations on required minimum distributions following the SECURE Act), key IRS rulings and key court cases. The developments will include those impacting individual, C & S corporation, partnership and fiduciary income taxes as well as items impacting estate/gift taxes.

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10:00AM TO 11:30AM / General Session

Edward Zollars, Tax Partner, Thomas, Zollars & Lynch, Ltd

Opening session continued.

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12:45PM TO 1:45PM / Breakout Sessions

Sean Smith, Assistant Professor, City University of New York - Lehman College

This session will break down and examine some of the tax and regulatory changes that are impacting the tax planning process for cryptocurrency investors and holders. In addition to discussing headline trends and directions, specific examples and illustrations will be used to provide practitioners with actionable business advice (and questions) to work through with clients.

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Ryan Sonnenberg, Principal, CLA

This presentation will discuss the proper accounting and reporting of Revenue Ruling 99-5 & 99-6 transactions and common errors. The popular S Corporation "F reorganization" transaction will be covered, along with a discussion on common issues to be aware of and potential structuring alternatives.

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

Michael Smith, Senior Stakeholder Liason, Internal Revenue Service

This session will provide updates on topics of importance to tax practitioners. These topics will include an overview of current IRS operations and how best to communicate with the IRS.

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3:10PM TO 4:00PM / Breakout Sessions

James Howard, Partner, Foley & Lardner LLP

This presentation will summarize the legal requirements and penalties contained in the Corporate Transparency Act. The Corporate Transparency Act was enacted on Jan. 1, 2021, as part of the National Defense Authorization Act for fiscal year 2021 and will require many U.S. companies to file certain information with FinCEN regarding the companies' beneficial owners.

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Edward Zollars, Tax Partner, Thomas, Zollars & Lynch, Ltd

Many taxpayers who clearly qualified to claim the employee retention credit still have not claimed it, while at the same time promoters are pushing to get other taxpayers to make extremely aggressive claims. This session looks to help you identify those clients who have clearly valid claims and advising those being pushed to overly aggressive positions.

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James DeCleene, Senior Associate, Michael Best & Friedrich LLP

Chris McNamara, Associate Attorney, Michael Best & Friedrich LLP

Hamang Patel, Partner, Michael Best & Friedrich LLP

This session will provide an overview of how IRC Section 1202 provides for certain taxpayers to exclude up to 100% of gain from the sale of qualifying stock. This session will also examine how growth companies are increasingly attracting investors with the possibility of utilizing this exclusion. The intersection of this exclusion and M&A structures will also be examined.

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4:10PM TO 5:00PM / General Session

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

A summary of what is new at the IRS with regard to practice and procedure and ethics issues. Topics will include a Circular 230 update, IRS audit initiative update and other timely IRS issues.

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5:00PM TO 6:30PM / Breakout Sessions

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