Tax Conference (Day 1 Only)

Overview

Your Source For Key Updates & Insights on Timely Issues

Attend this year's Tax Conference to hear from top experts about the latest updates and pressing issues involving federal tax, BOI requirements, tax practice and procedure and ethics, when a foreign business is subject to U.S. tax, buy-sell agreements for closely held businesses and avoiding the new Connelly Trap, S corporations, ERC developments, partnership flexibility in equity incentive arrangements, 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. 10 and Monday, Nov. 11, 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 unable to attend the conference in person, another option is available! This year's conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.

8.2 CPE Credits

Registration

Registration is open through 11/11.

Member Price

$369

Nonmember Price

$469

Student Price

$30

Monday, November 11

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

Agenda

Monday, Nov 11th

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

This is a general session

Registration & Networking

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

This is a general session

Welcome & Opening Remarks

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

This is a general session

Federal Tax Update Part I

Douglas Van Der Aa, President, Van Der Aa Tax Ed, LLC

Even with a divided Congress, federal tax law continues to change every year! During this session, we will address the hottest legislative, judicial and IRS developments impacting practitioners during the upcoming filing season, including cryptocurrency, Form 1099-K, research and experimentation costs and interest expense. It's also time to look at "Taxmageddon" - the impending expiration of the TCJA and post-election tax strategy.

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

This is a general session

Federal Tax Update Part II

Douglas Van Der Aa, President, Van Der Aa Tax Ed, LLC

Opening session continued.

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

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A Practical Guide to Determining When a Foreign Business is Subject to US Tax

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

The United States Code taxes a foreign business that has a trade or business in the U.S. a low level of economic penetration, whereas tax treaties only tax a foreign business that has a permanent establishment in the U.S. a much higher level of economic penetration. This session will provide practical examples that will differentiate between the two standards and provide a framework for analyzing situations your foreign clients may encounter.

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Choose this session

Designing Buy-Sell Agreements for Closely Held Businesses & Avoiding the New Connelly Trap

Randy Nelson, Shareholder, von Briesen & Roper, s.c.

Attend this session for a discussion about what should be included in well-designed buy-sell agreements for closely held businesses to avoid unintended tax consequences, what is needed to try to have the buy-sell agreement set the estate tax value of the business, the new trap created by the Supreme Court in its 2024 Connelly decision for insured redemption agreements, and the use of a life insurance LLC to fund a cross-purchase agreement.

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S Corporation Hot Topics

James Brandenburg, Director, Taxation, Sikich

This relevant and insightful session will focus on the latest developments and tax issues impacting S corporations, including topics that tax practitioners should beware of in dealing with S corporations and their shareholders. Several tax planning strategies will also be covered, as well as some tax traps to avoid.

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

This is a general session

BOI Discussion Panel

Joseph Boucher, Shareholder, Neider & Boucher, S.C.

Jeffrey Kowieski, Risk Management Partner & General Counsel, Wipfli LLP

Christopher Olson, Shareholder, KerberRose S.C.

Peter Soukenik, Associate Attorney, Reinhart Boerner Van Deuren s.c.

Matthew Whalen, Vice President and Director of Taxation, Northland CPAs, S.C.

A panel of CPAs and attorneys will discuss Beneficial Ownership Information (BOI) reporting requirements and their firm's process and decision of how to best assist their clients.

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

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ERC Update: Current Developments in Uncharted Waters

Joseph Rekrut, Attorney, Reinhart Boerner Van Deuren s.c.

As a constantly evolving topic, the Employee Retention Credit (ERC) can present challenges in a variety of tax practice areas. With a focus specifically on recent IRS enforcement and controversy developments, as well as best practices for dealing with ERC issues in other settings, this session will include a timely discussion of ERC issues and the most recent developments in the ERC space that tax practitioners need to be aware of.

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Choose this session

Partnership Flexibility in Equity Incentive Arrangements

Douglas Patch, Shareholder & Tax Team Leader, Godfrey & Kahn S.C.

This session will cover various strategies that entities taxed as a partnership use to incentivize key service providers as well as provide guidance on how such incentive equity should be reported on the partnership tax return.

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

This is a general session

Hot Tax Practice & Procedure & Ethics Issues

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

This session will include a discussion of timely tax and ethics issues that the tax practitioner needs to be made aware of, particularly given the massive increase in IRS funding and the expected increase in IRS and Wisconsin Department of Revenue scrutiny on taxpayers of all sizes. More specifically, it will provide an update on "hot" IRS and Wisconsin Department of Revenue practice and procedure and ethics issues, along with the blunders and mistakes practitioners should avoid.