2013 TAX conference Thursday, Nov. 7 & Friday, Nov. 8
Italian Conference Center, Milwaukee
Tax pros to tackle major issues at annual tax conference
More than 300 expected to attend annual WICPA Tax Conference in Milwaukee.
Taylor and Keebler key speakers An unrivalled opportunity to hear from the profession’s most highly regarded tax experts and thought leaders about the topics that matter most to you. Attending this year’s WICPA Tax Conference is more important than ever to keep up with the recent and forthcoming monumental changes and challenges your clients and firms continue to count on you to guide them through. More details inside
Rick J. Taylor, CPA, MST, Director of Tax, Wipfli LLP
Robert S. Keebler, CPA, MST, AEP, Partner, Keebler & Associates, LLP
WICPA 2013 Tax conference
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Thursday, Nov. 7 & Friday, Nov. 8
Italian Conference Center, Milwaukee
conference-at-a-glance Thursday, Nov. 7 Agenda 7 – 8 a.m. Registration & Networking
8 – 8:15 a.m. Welcome & Opening Remarks
8:15 – 9:55 a.m.
General Session: 2013 Federal Tax Update: Getting Ready for the Largest Tax Increases in a Generation
12:45 – 1:45 p.m.
Concurrent Sessions: > Taking on the Nexus Juggernaut: Meeting the Challenge of State & Local Taxes > Tax Practice Pitfalls That Can & Should be Avoided
> Retirement Options in Today’s Economy
> Transfers, Taxes & Turmoil: The Importance of Annuity Titling
2 – 3:15 p.m.
4:30 – 6:30 p.m.
11:50 a.m. – 12:45 p.m. Networking Lunch
> Identity Theft: A Brief Primer
Session Continues
Concurrent Sessions: > Multistate Pass-Through Entity Issues
> Identifying Like-Kind Exchange Opportunities & Structuring the Transaction
Concurrent Sessions: > The State of State Incentives & Credits Programs for Wisconsin & Neighboring States
10:15 – 11:50 a.m.
3:30 – 4:30 p.m.
> Passive vs. Active: An Update on Passive Activity Limitations
Networking Social sponsored by The Riverwood Group at Morgan Stanley
See pages 4-6 for full agenda and session descriptions.
Friday, Nov. 8 Agenda 7 – 8 a.m. Registration & Networking
8 – 8:10 a.m. Welcome & Opening Remarks
8:10 – 9:40 a.m.
General Session: Wisconsin Tax Update
EARLY BIRD REGISTRATION One day: $279 members | $329 nonmembers Both days: $379 members | $429 nonmembers
AFTER FRIDAY, OCT. 25
One day: $309 members | $359 nonmembers Both days: $409 members | $459 nonmembers
10 – 11:30 a.m.
General Session: Wisconsin Department of Revenue Update
11:30 a.m. – 12:30 p.m. Networking Lunch
12:30 – 2 p.m.
General Session: Health Care Reform for Accountants
save $30
when you register by Friday, Oct. 25! www.wicpa.org/conferences
2:20 – 3:50 p.m.
General Session: The 3.8% Net Investment Income Tax, Including Closely Held Businesses and Estates & Trusts
3:50 – 4 p.m. Closing Remarks & Raffle Drawings
WAYS TO REGISTER Online: www.wicpa.org/conferences Phone: 262-785-0445 Fax: 262-785-0838 Mail: 235 N. Executive Drive Suite 200 Brookfield, WI 53005
WICPA 2013 Tax conference Thursday, Nov. 7 & Friday, Nov. 8
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conference information
Conference details & Information Green Event Green Event Event
Who Should Attend
This two-day, must attend event will greatly benefit professionals working in public practice, industry, real estate, retail sales, financial institutions, investment firms, practicing attorneys, corporate counsel, government and other areas of commerce.
Conference Location Italian Conference Center 631 E. Chicago St. Milwaukee, WI 53202 414-223-2180
Educational Credits
CPE: 8 Thursday, 7.5 Friday CLE: Application submitted CFP: Application submitted
Early Bird Registration: One day: $279 members | $329 nonmembers Both days: $379 members | $429 nonmembers
After Friday, Oct. 25: One day: $309 members | $359 nonmembers Both days: $409 members | $459 nonmembers
Ways to Register:
Online: www.wicpa.org/conferences Phone: 262-785-0445 Fax: 262-785-0838 Mail: 235 N. Executive Drive, Suite 200 Brookfield, WI 53005
Conference Materials
The WICPA provides electronic conference GoGreen materials included with your registration. GreenSession Materials will be distributed as a PDF via email containing an electronic link to download them. This email will be sent approximately seven daysO prior to the conference. It is your G responsibility to maintain a current email address with the WICPA. If you do not have an email address or do not wish to provide one, you Green may purchase a hard copy of the materials up to seven days prior to the conference for an additional $25. If you choose to purchase a hard copy of the materials, it will be available for pickup at the registration table. Walk-in registrants and those registering between one and seven days prior to the conference will be sent an electronic link by default. Extra hard copies of the materials are not guaranteed to be available on-site. In addition, Internet access is not guaranteed to be available on-site. Please download your materials prior to the conference.
Cancellation Policy
In order to receive a full refund, the WICPA CPE Department must receive a notification of cancellation or a request to transfer to a different program at least 14 days prior to the conference date. Cancellations or program transfer requests received less than 14 days prior to the conference date will be subject to a 50% cancellation fee. No refunds or transfer requests will be granted for cancellations on the day of, or subsequent to the day of the conference. No refunds or transfer requests will be granted if you have downloaded any electronic materials that have been provided for the conference.
WICPA 2013 Tax conference
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Thursday, Nov. 7 agenda
DAY ONE COVERs MYRIAD TOPICS 7 – 8 a.m. Registration & Networking 8 – 8:05 a.m. Welcome
Robert A. Gruber, Ph.D., CPA, CGMA, WICPA Board Chair and Accounting Professor & MPA Coordinator, UW-Whitewater
8:05 – 8:15 a.m. Opening Remarks
Joseph Schirger Jr., CPA, MT, WICPA
Conference Planning Task Force Chair & Tax Manager, Schenck SC
8:15 – 9:55 a.m. General Session 2013 Federal Tax Update: Getting Ready for the Largest Tax Increases in a Generation Rick J. Taylor, CPA, MST, Director of Tax, Wipfli LLP
Start your day with a comprehensive review of the most important judicial, legislative and regulatory developments from the practitioner’s perspective. Emphasis will be on identifying critical issues and key planning opportunities for your closely held business and individual clients. Special attention will also be given to IRS audit activity and hot-button issues, as well as practical tax-saving moves.
9:55 – 10:15 a.m. Networking Break 10:15 – 11:50 a.m. Session Continues 11:50 a.m. – 12:45 p.m. Networking Lunch
12:45 – 1:45 p.m. Concurrent Sessions Taking on the Nexus Juggernaut: Meeting the Challenge of State & Local Taxes Jon P. Skavlem, CPA, MS, MPPA,
Director of State & Local Taxes, Baker Tilly Virchow Krause, LLP
Few issues have been as hotly pursued by state and local units of government as nexus or the legal right to require a business to file a tax return based on the activities it conducts within their borders. Although multijurisdictional companies are motivated to resist aggressive nexus policies, they are handicapped by the often bewildering patchwork of state, local and federal tax cases, statutes and regulations that define doing business or nexus. During 2013, state legislation and court decisions continued to erode traditional taxpayer protections and allowed the “nexus juggernaut” to roll on. This presentation will cover the most recent nexus developments in income and franchise taxes, sales and use taxes, and other non-income business enterprise taxes. Topics will be discussed in the context of real-world examples, providing you with practical knowledge that can be applied to your clients or company, including: • Challenges to the traditional nexus standards. • Economic nexus. • Click-through nexus and affiliate nexus. • The Marketplace Fairness Act and other federal developments. • ASC 740 and ASC 450 financial exposures created by nexus. • Nexus strategy and tactics.
Tax Practice Pitfalls That Can & Should be Avoided Michael G. Goller, J.D., Shareholder & Chair of Tax Practice, Reinhart Boerner Van Deuren s.c.
Mr. Goller will discuss how to avoid common practice and procedure errors and pitfalls. He will also cover recent changes to tax ethics rules that put the tax practitioner at risk. Finally, he will update you on new IRS programs that impact the tax practitioner.
Transfers, Taxes & Turmoil: The importance of Annuity Titling Steve Woolf, CFP, CLU, ChFC, Director of
Retirement & Wealth Strategies Group, Jackson National Life Insurance Company
This presentation is designed to help you understand how the registration of an annuity can affect a financial plan. Proper registration is explored under individual, entity and retirement planning constructs. Ownership and beneficiary considerations will also be discussed.
1:45 – 2 p.m. Networking Break
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WICPA 2013 Tax conference 2 – 3:15 p.m. Concurrent Sessions The State of State Incentive & Credit Programs for Wisconsin & Neighboring States Thomas J. Alberte, CPA, Senior Director
of Multi-State Tax Services and Co-Leader of Business Incentives & Credits Practice, BDO USA, LLP
This presentation will cover the current landscape with respect to Wisconsin’s and neighboring states’ incentive and credit programs. Mr. Alberte will provide an overview of incentive and credit programs and the requirements in Wisconsin and neighboring states. He will also address the practicality of some of these incentive and credit programs and the extent that they are utilized or underutilized.
Identity Theft: A Brief Primer
Assistant Attorney General Phillip D. Ferris, J.D., Consumer Protection &
Criminal Investigation Division, United States Treasury Department
After setting forth what identity theft is, Assistant Attorney General Phillip D. Ferris will briefly discuss methods thieves use to steal personal identifying information, the cases he has been involved with or is aware of that involved identity theft, and what steps you can take to minimize your exposure to identity theft. What’s more, Special Agent Matthew J. Rech III will discuss what his roles and responsibilities are within the Criminal Investigation Division of the Treasury Department. Additionally, he will cover the identity theft efforts of the IRS and recent IRS filing season improvements as well as highlight recent federal criminal enforcement of identity theft laws as they pertain to financial and tax schemes. A brief period for questions and comments will be available at the end of the presentation.
Thursday, Nov. 7 agenda
Passive vs. Active: An Update on Passive Activity Limitations
Retirement Options in Today’s Economy
Amy L. Barnes, J.D., Tax Attorney, Reinhart
Andrew D. Burish, CIMA, Managing
This presentation will include a general discussion of the passive activity loss rules, including establishing material participation, grouping activities and the special rules for real estate professionals. How the passive activity rules apply to the new 3.8% tax on net investment income will also be covered.
Whether you’re just beginning to planning for retirement or already retired, today’s economy requires different strategies than in the past. This presentation will cover all aspects of retirement options from the tax benefits of contributing to a qualified retirement plan to strategic financial planning, to looking globally for places and strategies to invest those hard-earned retirement assets.
Boerner Van Deuren s.c.
3:15 – 3:30 p.m. Networking Break 3:30 – 4:30 p.m. Concurrent Sessions Multistate Pass-Through Entity Issues
Director, The Burish Group
Identifying Like-Kind Exchange Opportunities & Structuring the Transaction John Sikora, J.D., Partner, Weiss Berzowski Brady LLP
Antitrust Unit, Wisconsin Department of Justice
Special Agent Matthew J. Rech III,
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Greg Butler, CPA, Tax Practice Partner and
Director of State & Local Tax Practice, Wipfli LLP
The majority of businesses in the U.S. today operate as some form of pass-through entity. The issues that arise in preparing state income tax returns for these entities are numerous and complex. These include such areas as: state conformity to federal entity taxation, entity-level taxes, taxation of nonresident shareholders, entity-level withholding or estimated tax payments, composite return filing decisions, what taxes are creditable, and how to report apportionment data. Although many states have addressed these areas, attend this session to find out what the significant differences are in the filing positions and income tax results to owners.
We’ve come a long way since Starker with authority released over the last three decades providing significant certainty regarding the application of Section 1031 to asset replacement transactions. Under current exchange regimes, non-simultaneous exchanges, multiple-property exchanges, parking arrangements and exchange programs are commonplace. Mr. Sikora will explain each, comment regarding opportunities for application, outline preferred structuring, and discuss the important transaction service providers and advisors, including the CPA, attorney and intermediary, and how those parties effectively participate to promote the client’s tax deferral objective.
4:30 – 6:30 p.m. Networking Social sponsored by The Riverwood Group at Morgan Stanley
WICPA 2013 Tax conference
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friday, Nov. 8 Agenda
DAY TWO CLOSES WITH 3.8% SURTAX 7 – 8 a.m. Registration & Networking 8 – 8:05 a.m. Welcome
Robert A. Gruber, Ph.D., CPA, CGMA, WICPA Board Chair and Accounting Professor & MPA Coordinator, UW-Whitewater
8:05 – 8:10 a.m. Opening Remarks
Joseph Schirger Jr., CPA, MT, WICPA
Conference Planning Task Force Chair & Tax Manager, Schenck SC
8:10 – 9:40 a.m. General Session Wisconsin Tax Update
Kristina E. Somers, J.D., Shareholder in
the Tax, Litigation & Tax-Exempt Organizations Practices, Reinhart Boerner Van Deuren s.c.
This presentation will provide an update of the past year’s Wisconsin tax developments, including the Budget Bill, other legislation, Wisconsin Department of Revenue guidance and cases decided by the Wisconsin courts.
9:40 – 10 a.m. Networking Break
EARLY BIRD REGISTRATION One day:
$279 members | $329 nonmembers
Both days:
$379 members | $429 nonmembers
AFTER FRIDAY, OCT. 25 One day:
$309 members | $359 nonmembers
Both days:
$409 members | $459 nonmembers
10 – 11:30 a.m. General Session Wisconsin Department of Revenue Update Vicki L. Gibbons, CPA, Deputy Administrator of the Income, Sales & Excise Tax Division, Wisconsin Department of Revenue
This session will include a summary of results from the 2013 tax return processing season, highlights of recent DOR administrative and procedural initiatives affecting tax practitioners, and a discussion of individual income, corporation franchise or income, and sales and use tax issues. An in-depth review of tax credits for individuals and businesses will also be provided.
11:30 a.m. – 12:30 p.m. Networking Lunch 12:30 – 2 p.m. General Session Health Care Reform for Accountants
2 – 2:20 p.m. Networking Break 2:20 – 3:50 p.m. General Session The 3.8% Net Investment Income Tax, Including Closely Held Businesses and Estates & Trusts Robert S. Keebler, CPA, MST, AEP, Partner, Keebler & Associates, LLP
During this session you’ll gain greater knowledge of the 3.8% surtax on net investment income affecting individuals with more than $200,000 (or $250,000 if married and filing jointly). Related to this change effective in 2013, Mr. Keebler will cover: • Items of income that count toward surtax. • Application of surtax to partners and S Corporation shareholders. • Application of surtax to trusts and estates. • Planning around the surtax.
3:50 – 4 P.m. Closing Remarks & Raffle Drawings
Joseph Schirger Jr., CPA, MT, WICPA Conference Planning Task Force Chair & Tax Manager, Schenck SC Gregory A. Storm, J.D., Shareholder in the
Employee Benefits Practice, Reinhart Boerner Van Deuren s.c. Martin P. Tierney, J.D., Partner in the Labor & Employment Practice, Michael Best & Friedrich LLP
This presentation will focus on the new taxes and fees associated with the Affordable Care Act as well as the employer shared responsibility rules that will greatly impact company financial planning.
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WICPA 2013 Tax conference
EXCELLENCE AWARDS
2014
page 7
KNOW SOMEONE WHO STANDS OUT IN A CROWD? The hustle and bustle of daily routines can make days and years pass by before we take a moment to reflect on colleagues who have impacted our lives and the lives of others.
those who stand out, and give back to them Take a moment today to think about for giving you so much.
ACCEPTING NOMINATIONS FROM MONDAY, SEPT. 2-FRIDAY, NOV. 22, 2013.
9 AWARD CATEGORIES Show your appreciation today by submitting your nomination at
www.wicpa.org/awards
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WICPA 2013 Tax conference
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WICPA 2013 Tax conference
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conference Sponsors
Don’t miss your chance to win up to $250! As a thank you for supporting our sponsors and exhibitors,
each attendee who visits every exhibit and turns in his or her tour card by 2:20 p.m. on Friday will be entered
in the drawings at the end of the conference for a
$250, $100 and $50 Visa Gift Card!
Gold Sponsor
Silver Sponsor
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Applied Tech is a Microsoft Gold Midmarket solution provider that specializes in the selection & implementation of all IT infrastructure needs, including desktop support, Windows Server, Exchange, SQL, SBS, as well as Dynamics CRM, SharePoint and others. We have expertise in multiple vertical industries such as financial, legal, manufacturing, construction, government agencies, nonprofit organizations and trade associations. Applied Tech has three Wisconsin locations and is ranked as one of the top 120 IT support providers in the Nation by MSPMentor.
Networking Social Sponsor N17 W24222 Riverwood Drive Suite 150 Waukesha, WI 53189
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The Riverwood Group at Morgan Stanley is a full-service wealth management team whose services focus on helping high net worth families, business owners and corporate executives navigate the capital markets, position their assets to achieve their financial goals and work with their other financial professionals to develop tax and estate planning strategies.
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MEMBERSHIP INFORMATION
WICPA 2013 Tax conference
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To join one of our seven task forces, visit www.wicpa.org/joinataskforce
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2013 TAX conference Thursday, Nov. 7 & Friday, Nov. 8
Italian Conference Center, Milwaukee
EARLY BIRD REGISTRATION One day: $279 members | $329 nonmembers
Both days: $379 members | $429 nonmembers
AFTER FRIDAY, OCT. 25
REGISTRATION FORM
One day:
CONTACT INFORMATION
$309 members | $359 nonmembers
Name ____________________________________________ WICPA ID #_________________________________ Firm/Company_______________________________________________________________________________ Address ___________________________________________________________________________________ City______________________________________________ State__________ Zip_________________________ Phone (______)____________________________________Fax (______)_______________________________ Email_____________________________________________________________________________________ *Email address required for registration confirmation and electronic manual.
ARE YOU: o A WICPA member o A CPA nonmember o Working toward CPA o Not a CPA
SESSION CHOICES: Please indicate the concurrent sessions you plan to attend.
PLEASE CHECK IF YOU: o Have a special requirement/ food allergy o Prefer a vegetarian meal o Prefer printed materials (additional $25) o Will use a laptop/tablet device (Internet access is not guaranteed so please download materials prior to conference)
o Taking on the Nexus Juggernaut: Meeting the Challenge of State & Local Taxes o Tax Practice Pitfalls That Can & Should be Avoided o Transfers, Taxes & Turmoil: The Importance of Annuity Titling o The State of State Incentive & Credit Programs for Wisconsin & Neighboring States o Identity Theft: A Brief Primer o Passive vs. Active: An Update on Passive Activity Limitations o Multistate Pass-Through Entity Issues o Retirement Options in Today’s Economy o Identifying Like-Kind Exchange Opportunities & Structuring the Transaction
PAYMENT METHOD Credit Card: o MasterCard o Visa
Total amount to be charged: $___________________
o Check (payable to WICPA)
Total amount enclosed:
$___________________
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WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
235 N. Executive Drive | Suite 200 | Brookfield, WI 53005 | 262-785-0445 | 800-772-6939
Both days: $409 members | $459 nonmembers
WAYS TO REGISTER Online: www.wicpa.org/conferences Phone: 262-785-0445 Fax: 262-785-0838 Mail: 235 N. Executive Drive Suite 200 Brookfield, WI 53005
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WICPA 2013 Tax conference Thursday, Nov. 7 & Friday, Nov. 8
Italian Conference Center, Milwaukee
no. 1 source for tax changes Year after year, the WICPA Tax Conference has been your No. 1 source for the most current tax information, strategies and tools you need to stay ahead and tackle the challenges you face. 2013 is no exception. In fact, attending this year’s WICPA Tax Conference is more important than ever to keep up with the recent and forthcoming monumental changes and challenges your clients and firms continue to count on you to guide them through. Attend this year’s WICPA Tax Conference for an unrivalled opportunity to hear from the profession’s most highly regarded tax experts and thought leaders about the topics that matter most to you.
2013 Federal Tax Update: Getting Taking on the Nexus Juggernaut: Ready for the Largest Tax Increases Meeting the Challenge of State & in a Generation Local Taxes Rick J. Taylor, CPA, MST, Director of Tax, Wipfli LLP
Jon P. Skavlem, CPA, MS, MPPA, Director of State & Local Taxes, Baker Tilly Virchow Krause, LLP
The 3.8% Net Investment Income Health Care Reform for Accountants Tax, Including Closely Held Gregory A. Storm, J.D., Shareholder in Businesses and Estates & Trusts Robert S. Keebler, CPA, MST, AEP, Partner, Keebler & Associates, LLP
save $30
the Employee Benefits Practice, Reinhart Boerner Van Deuren s.c. Martin P. Tierney, J.D., Partner in the Labor & Employment Practice, Michael Best & Friedrich LLP
Tax Practice Pitfalls That Can & Should be Avoided
when you register
Michael G. Goller, J.D., Shareholder & Chair of Tax Practice, Reinhart Boerner Van Deuren s.c.
www.wicpa.org/conferences
See inside for this year’s full lineup of sessions.
by Friday, Oct. 25!