Annual Federal Income Tax Course - Pewaukee

Download the Income Tax School brochure here.

Agenda: 
November 13, 2023:
8:30 - 10:10 AM: New Legislation (Kristine Tidgren)
10:10 - 10:25: Break
10:25 - 11:10: Individual Issues, Part II
11:10 - 12:00 PM: IRS Issues
12:00 - 12:50: Lunch
12:50 - 1:40: Wisconsin Department of Revenue
1:40 - 2:40: Trusts & Estates (Kristine Tidgren)
2:40 - 2:55: Break
2:55 - 3:30: Rulings & Cases
3:30 - 4:30: Like Kind Exchange
 
November 14, 2023:
8:30 - 9:20 AM: Business Tax Issues
9:20 - 10:10: Penalties & Defenses
10:10 - 10:25: Break
10:25 - 12:00 PM: Retirement Issues (Secure Act 2.0)
12:00 - 12:50: Lunch
12:50 - 1:40: Form 4797
1:40 - 2:30: Business Entity Tax Issues
2:35 - 2:50: Break
2:50 - 4:30: Ethics
 
Continuing Education: 

15 hours IRS CPE, including 2 hours of ethics (Y7WRM-U-00361-23-I - 3 credits, Y7WRM-T-00364-23-I - 10 credits, Y7WRM-E-00366-23-I - 2 credits)

16 hours Insurance

15 hours Wisconsin CLE

16 hours CFP

Speakers: 

Michael Smith: Senior Stakeholder Liaison, IRS

Michael is a Senior Stakeholder Liaison with the Internal Revenue Service. Michael has held a variety of positions in the Small Business/Self-Employed division of the IRS as a Revenue Officer and Collections Manager.

Kristine Tidgren Director, Center for Agricultural Law & Taxation (CALT), Iowa State University, Ames, IA

Kristine is an attorney and the Dolezal Adjunct Assistant Professor in the Agricultural Education and Studies Department at ISU. Kristine enjoys researching and analyzing complex tax issues and writes and edits many articles, blogposts, and educational materials. She speaks to many groups regarding tax and legal topics throughout the year.

Doug Van Der Aa: CPA and Attorney, Van Der Aa Tax Ed, LLC

Doug is a lively and energetic speaker – especially on the subject of taxes and ethics. He has been a highly rated speaker and seminar leader for CPA Associations and other organizations throughout the country for more than 15 years. Doug has over 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. As a CPA, Doug’s practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.

Nate Weber, Director of Technical Services for the Wisconsin Department of Revenue

Nate will be presenting an hour of Wisconsin updates and addressing questions at each of our in-person Wisconsin seminars. Accordingly, in-person courses will offer 15 hours of IRS CPE.

 

Registration: 

$375

Date and Time: 
Monday, November 13, 2023 - 8:30am to Tuesday, November 14, 2023 - 4:30pm
Location: 
Pewaukee, Wisconsin
Accommodations: 

The Ingleside Hotel 

2810 Golf Road, Pewaukee, WI 53072

(262) 547-0201

$109/night through October 13