Tax Conference (Day 2 Only)

Tax Conference (Day 2 Only)

Tax Conference (Day 2 Only)

Overview

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.

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

6.7 CPE Credits

Registration

Registration is open through 11/04. 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

$30

Friday, November 4

8:00am to 3:45pm (Check-In 7:00am)

Add to Calendar

Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions

Agenda

Friday, Nov 4th

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 9:20AM / 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.

Read More

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

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

The presentation will include a summary of results from the 2021 tax return processing season, upcoming changes to 2022 tax returns, updates on DOR administrative and procedural initiatives affecting tax practitioners and various other topics.

Read More

11:00AM TO 12:00PM / Breakout Sessions

Robert Misey, Chair of the International Department, Reinhart Boerner Van Deuren s.c.

Business continues to expand across international borders. To properly advise your clients, you must be able to spot international tax issues. This program will explain the fundamental tax tools for U.S. companies expanding abroad and foreign companies conducting business in the U.S.

Read More

Brian Ellenbecker, Financial Planner, Shakespeare Wealth Management, Inc.

This session will focus on the areas of Medicare that CPAs can help their clients with. Areas of focus will include common misconceptions, gaining a general understanding of the key aspects of Medicare and how tax planning can impact their Medicare premium.

Read More

Craig Johnson, Executive Director, Streamlined Sales Tax Governing Board

This session will discuss the U.S. Supreme Court's South Dakota v. Wayfair decision that paved the way for states to require sellers without a physical presence in a state to collect and remit their tax. It will focus not only on what the decision said, but also on what it did not say. The session will also include information on some of the tools the Streamlined Sales Tax Governing Board has developed to help not only remote sellers, but all sellers more easily comply with their sales calculation, collection and remittance obligations.

Read More

1:00PM TO 2:00PM / Breakout Sessions

Lucien Beaudry, Equity Shareholder, Reinhart Boerner Van Deuren s.c.

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

A family office is an excellent wealth management and succession tool for families that have wealth in the hundreds of millions of dollars. Such families can qualify for valuable tax deductions through the use of bespoke family-owned and operated entities to manage their investments. More and more families of lesser wealth, however, are finding that they can obtain many of the benefits of a family office through multifamily office firms and other outsourced but coordinated financial services. This presentation will explain why and how family offices can be beneficial for families with investment portfolios that are large, medium or even relatively small.

Read More

Maggie Bafia, Senior Manager, Grant Thornton LLP

Tim Oleszczuk, Managing Director/Co-Founder

John Sikora, Shareholder, von Briesen & Roper, s.c.

The CPA, investment banker and attorney work together to move a deal from analysis through negotiation, structuring, due diligence, documentation and closing. With a member from each discipline, this session will discuss tax issues and aspects encountered in each phase, with particular focus on the CPA's advising of the parties, and work and interactions with the other members of the advising team, throughout the process.

Read More

Heidi Konkel, Senior Manager, Wipfli LLP

In this session, we'll cover Schedules K-2 and K-3 areas such as who needs to file these schedules, review of IRS released FAQs, what are the potential non-filing penalties, what taxpayers need to know going into the 2022 reporting season and what are the significant open issues.

Read More

2:15PM TO 3:45PM / General Session

Robert Keebler, Partner, Keebler & Associates LLP

After much delay and anticipation, the Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. This session will focus on a review of how the new regulations are structured, flowcharts to distill the new rules to common practical situations, nuisances to the new 10-year rule, planning for the surviving spouse, planning to capture the exceptions to the new 10-year rule and 22 practical examples make the new rules easy to absorb.

Read More

3:45PM TO 3:50PM / General Session

Options

Please select one of the following options

Register Now

Sponsors