Annual Federal Income Tax Course - Madison

Download the Income Tax School brochure here.

Agenda: 
November 16, 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 17, 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

Registration: 

$375

Date and Time: 
Thursday, November 16, 2023 - 8:30am to Friday, November 17, 2023 - 4:30pm
Location: 
Madison, Wisconsin
Accommodations: 

Hilton Garden Inn Madison West/Middleton

1801 Deming Way, Middleton, WI 53562

(608) 831-2220