2023 Tax Conference: Friday Morning Sessions
Presenters
Joseph Wasicak,
Technical Specialist, Office of Technical Services,
Wisconsin Department of Revenue
Julie Bogle,
Tax Principal
Nathaniel Weber,
Director, Office of Technical Services,
Wisconsin Department of Revenue
Kristina Somers,
Shareholder,
Reinhart Boerner Van Deuren s.c.
Mark Shiller,
Attorney,
Certus Legal Group Ltd.
Overview
Sessions covered in this On-Demand replay of the Tax Conference:
Wisconsin Tax Update
Hear about the latest Wisconsin case law updates, along with legislative and administrative developments that have occurred in the past year.
Wisconsin Department of Revenue Update
Find out about the upcoming changes to 2023 Wisconsin income tax returns, DOR administrative and procedural updates as well as initiatives affecting tax practitioners and various other topics.
Entity-Level Tax Election & Other State Tax Credit
Get a brief overview of Wisconsin's entity-level tax election and how other states' entity-level tax election impacts Wisconsin's other state tax credit.
Multistate Taxation of Trusts
This session will discuss how to determine where to file state trust returns, including trust situs factors and determining the applicability of a state's law to your facts. Sourcing of income, orphan trusts, credits for trusts subject to more than one state's tax, and how and when to change situs will also be discussed.
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.
