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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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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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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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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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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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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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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