TAXATION

Nov. 21 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m. Radisson Hotel & Conference Center, Green Bay

Annual Federal Tax Update (PTU2)

Brian G. Gosline, CPA, JD, President, Brian G. Gosline P.C.

Nov. 28 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Annual Federal Tax Update (PTU3)

William Taylor, CPA, President, Benefit Solutions LTD

Save time and keep current on the latest tax developments. This comprehensive course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits and filing matters), business entities (including those regarding S corporations and their shareholders, C corporations and partnerships), estates and trusts, retirement plans and more.

Registration:

$399 member | $499 nonmember

$349 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

$30 AICPA member discount

Level of knowledge: Update CPE credit: 8 credits

Developed by: AICPA

Nov. 6 | Open 8 a.m. Program 8:30 a.m. – 4 p.m.

The Complete Guide to Payroll Taxes & 1099 Issues (CGPT)

Curtis J. Quickel, CPA, MBA, Sole Proprietor, Curtis J. Quickel CPA

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The IRS has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099 and related compliance issues.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Beginning CPE credit: 8 credits

Developed by: Surgent

Nov. 10 | Open 8 a.m. Program 8:30 a.m. – noon

Tax Planning for Small Businesses

- Tax Staff Essentials (TPSC)

Daniel W. Bradley, CPA, Principal, Young, Oakes, Brown & Co. P.C.

This course identifies tax-planning strategies for small-business clients through the different life cycles of the business. We will use a case study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities as a result of the latest tax legislation and IRS guidance.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: AICPA

Nov. 10 | Open noon Program 12:30 – 2:10 p.m.

Working Paper Documentation: Tax Staff Essentials (WPD)

Daniel W. Bradley, CPA, Principal, Young, Oakes, Brown & Co. P.C.

Workpapers support the creation of a tax return. This documentation not only impacts the preparer but is required by the IRS to complete a proper audit of the return. The Internal Revenue Code requires every taxpayer to keep records and statements necessary for the proper administration of the tax laws. The accounting records of a taxpayer must include the regular books of account as well as any working papers that may be necessary to support the entries on the books of account and in the tax return. However, nothing in federal tax law prescribes a specific format for tax return working papers. This course will help you appropriately and adequately prepare, organize and understand workpapers.

Registration: $99 member | $125 nonmember

$89 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Beginning CPE credit: 2 credits

Developed by: AICPA wicpa.org/CPEcatalog

Nov. 13 | Open noon Program 12:30 – 4 p.m.

Critical Issues Involving Taxation of Construction Contractors (TCC4) Wayne Wells, CPA, CFE, Principal, Blankenship CPA Group PLLC

Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of more recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation tailor-made for CPAs who either work for or represent construction contractors.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: Surgent

Nov. 20 | Open 8 a.m. Program 8:30 a.m. – 4 p.m.

The Complete Trust Workshop (TCTW) Dennis P. Riley, CPA, MBA, President, CuttingEdgeCPA.com LLC

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial sides of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

Clients will be eager to review their estate plans in light of recent and proposed legislation.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Intermediate CPE credit: 8 credits

Developed by: Surgent

Dec. 5 | Open 8 a.m. Program 8:30 a.m. – noon

Reviewing Individual Tax Returns: What Are You Missing? (CL4ITRM)

Daniel W. Bradley, CPA, Principal, Young, Oakes, Brown & Co. P.C.

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions, combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your clients’ tax returns. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies, discussing issues for which additional information from the client may be warranted and areas of tax law that require additional analysis and information.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: AICPA

Dec. 5 | Open noon Program 12:30 – 4 p.m.

Reviewing S Corporation Tax Returns: What Are You Missing? (CL4STRM)

Daniel W. Bradley, CPA, Principal, Young, Oakes, Brown & Co. P.C.

The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their clients’ S corporation activities. We will discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff, sharpen skills for reviewers and examine case studies. We will also address issues in which additional information from the client may be warranted as well as areas of tax law in which proper treatment requires additional analysis and information. Multiple issues will be discussed, including income, deductions, K-1 reporting and more. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: AICPA

Dec. 6 | Open 8 a.m. Program 8:30 a.m. – noon

Reviewing Partnership Tax Returns: What Are You Missing? (CL4PTRM)

Richard Lahijani, Sole Proprietor, JBL Consulting

The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity—and the reliability of tax software to properly handle it—can create many issues for you and your staff when processing your clients’ LLC and partnership tax returns. We discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. We will help reviewers sharpen skills by examining case studies and discussing issues in which additional information from the client may be warranted and areas of tax law in which proper treatment requires additional analysis and information. We will discuss income, deductions, K-1 reporting and more in a highly illustrative case study format to increase participant comprehension and retention.

Registration:

$199 member | $249 nonmember $175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: AICPA

Dec. 6 | Open noon Program 12:30 – 4 p.m.

Social Security & Medicare: Maximizing Retirement Benefits

(CL4SSM)

Richard Lahijani, Sole Proprietor, JBL Consulting

Our Social Security system provides retirement, disability and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about the Medicare tax and more. Explore real-world situations and use the tools provided to advise your clients to make optimal decisions regarding Social Security and Medicare.

Registration: $199 member | $249 nonmember $175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: AICPA

Dec. 14 | Open 8 a.m. Program 8:30 a.m. – noon

Estate & Trust Primer: Tax Staff Essentials (ETP)

Gregory Carnes, CPA, PhD, Dean of the College of Business and Raburn Eminent Scholar of Accounting, University of North Alabama

Protect your clients’ assets and shield their estates from increased taxation created by the changing tax code. This course will help you understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. The course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You will also learn how to prepare federal Form 1041 and the accompanying schedules.

Registration:

$199 member | $249 nonmember $175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: AICPA

Dec. 14 | Open noon Program 12:30 – 4 p.m.

IRS Audits: Tax Staff Essentials (IRS)

Gregory Carnes, CPA, PhD, Dean of the College of Business and Raburn Eminent Scholar of Accounting, University of North Alabama

Want to help your clients save money and avoid potential trouble with the IRS? This CPE course explains what may trigger an IRS audit and how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your clients’ best options for dealing with the IRS. You will learn about IRS audit techniques, how to handle requests and appeal rights so you can represent your clients with confidence.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: AICPA opportunities. Continually updated for items regarding tax reform.

Dec. 19 | Open 8 a.m. Program 8:30 a.m. – 4 p.m.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Beginning CPE credit: 8 credits wicpa.org/CPEcatalog affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. Continually updated to reflect enacted legislation.