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Tax Conference (Day 2 Only)

Tax Conference (Day 2 Only)

Tax Conference (Day 2 Only)

Overview

Your Source For Key Updates & Insights on Timely Issues

Attend this year's information-packed two-day Tax Conference to hear from top experts about the latest updates and pressing issues involving federal and Wisconsin tax, the Wisconsin Department of Revenue, the One Big Beautiful Bill Act, Social Security planning, real estate tax strategies for CPAs, tax challenges in M&A structuring and pre-closing reorganizations, SALT essentials, international tax changes, OBBBA's effect on life insurance policies in estate planning, enhancing the lifecycle of hiring, state income tax considerations of pass-through entity tax filings, timely tax and ethics issues, and more.

Who Should Attend

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

Overnight Accommodations

A block of rooms has been reserved for the evenings of Sunday, Nov. 9, and Monday, Nov. 10, at the Hilton Garden Inn in Brookfield (attached to the Brookfield Conference Center). To reserve a room in the block, please call 877-782-9444 and mention the WICPA Tax Conference.

Online Option

For those looking to attend online, this conference will also be offered via WICPA CPE Livestream.
View livestream details >>

6.7 CPE Credits

Registration

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

Member Price

$369 / $319 Early-Bird pricing ends on 10/20/2025.

Nonmember Price

$469 / $419 Early-Bird pricing ends on 10/20/2025.

Student Price

$30

Tuesday, November 11

8:00am to 3:50pm (Check-In 7:00am)

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Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions

Agenda

Tuesday, Nov 11th

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

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8:15AM TO 9:20AM / General Session

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

In this session, you will get the latest updates on Wisconsin case law as well as recent legislative and administrative developments that have occurred in the past year.

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

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

The session will include a summary of upcoming changes to 2025 Wisconsin income 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 / Breakout Sessions

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

The session will focus on changes in international tax provisions in the OBBBA, which includes sourcing rules for increased foreign tax credits, the new net CFC tested income regime to end the deferral of foreign income, and the enhanced foreign derived deduction eligible income regime to reduce tax on exports.

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Carver Smith, Managing Partner, Truity Partners

Join this interactive discussion on strategies surrounding the overall candidate experience throughout the lifecycle of hiring. From the early stages of interviewing through long-term retention strategies, dive into your employment brand and market data around recruiting. In this session, you will learn why people leave their jobs so that you can better focus on how to provide a positive candidate experience from day one. Bonus content:
Pathways to CPA Legislation Update
Tammy Hofstede, President & CEO, WICPA
Get a brief update on the status of WICPA legislation that will introduce a third pathway to CPA licensure in Wisconsin.

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

Robert Mathers, Partner, Quarles & Brady LLP

Michael Michlitsch, Vice President, Valmark Financial Group

In the past three decades, the estate exemption has changed multiple times, disappeared altogether, and will now reset again on Jan. 1, 2026. In this session, you will learn what to do with policies that are no longer needed-- whether in an estate planning, survivorship or buy-sell context. This session will cover life insurance policy valuation, the transfer-for-value rules and their exceptions, and why life settlements are so important in today's estate planning environment.

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Scott Ambrosino, Principal, State & Local Tax, BDO USA, LLP

Katie Girmscheid, Managing Director, State & Local Tax, BDO USA LLP

This training session will provide a comprehensive overview of key state and local tax concepts and best practices for businesses. You will gain an understanding of nexus and the states' authority to impose taxation, including income, franchise and other business taxes. The session will also address IRC conformity, highlighting how states adopt or decouple from federal tax provisions and the resulting impact on state tax filings. Additional topics include recent developments in state tax legislation, compliance challenges, and practical strategies for managing state tax obligations. This session is designed to equip tax professionals with the knowledge needed to navigate the evolving SALT landscape and optimize their organization's state tax position.

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

Robert Keebler, Partner, Keebler & Associates LLP

The passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, and more.

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

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