Breakfast Programs LIVESTREAM BREAKFAST PROGRAMS

Breakfast Programs will continue to be livestreamed!

Our Breakfast Programs provide a convenient way to earn 2 to 4 CPE credits while you stay updated on a variety of topics and still have valuable time remaining in your day. All programs qualify for formal CPE credit and provide the opportunity for Q & A by either asking the question or typing your question in the chat area for the presenter.

Register for individual programs or receive the BEST DEAL and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once — at great cost savings!

Options this year include a monthly Wednesday or Friday program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings) and a threepart Law & Employment series, which is free for members.

Wednesday Breakfast Programs Season Pass (BPWSP)

This Season Pass includes registration to all livestream Wednesday Breakfast Programs listed below:

Sept. 20

Investing for Retirement: 2023 Economic Update (BP0920LS)

Oct. 18 It Could be a MultimillionDollar Question (BP1018LS)

Nov. 8 Revised Wisconsin LLC Statute (BP1108LS)

Dec. 13 Federal Tax & Legislative Update (BP1213LS)

Jan. 10 Microsoft Teams: Increase Your Knowledge and Skills With This Key Communication and Collaboration Tool (BP0110LS)

Feb. 14 Business Transaction Problems & How to Solve Them (BP0214LS)

March 20 Planning for Health Care Expenses in Retirement (BP0320LS)

April 3 Predictive Index Practitioner (BP0403LS)

May 15 Creating Your Best Life (BP0515LS)

Registration:

$399 member | $599 nonmember $349 retired, part-time, unemployed/ leave-of-absence CPE credit: 18 credits

Friday Breakfast Programs Season Pass (BPFSP)

This Season Pass includes registration to all livestream Friday Breakfast Programs listed below:

Sept. 8 Recruiting & Retention: Current Challenges & Ideas (BP0908LS)

Oct. 13 Hot Tax Practice & Procedure Update and Blunders That Can and Should Be Avoided (BP1013LS)

Nov. 10 Streamlined Sales Tax (SST), the Wayfair Decision & the SST Certified Service Provider (CSP) Program (BP1110LS)

Dec. 1 Wisconsin Department of Revenue Income, Sales & Excise Tax Update (BP1201LS)

Jan. 5 Individual Income Tax Update (BP0105LS)

Feb. 2 Client Advisory (BP0202LS)

March 8 Truth About Retirement & Annuities (BP0308LS)

April 19 Strategic Business Advisory & Leadership for CFOs (BP0419LS)

May 10 Microsoft Outlook: Learn to Utilize Features to Improve Your Efficiency (BP0510LS)

Registration:

$469 member | $719 nonmember

$409 retired, part-time, unemployed/ leave-of-absence

CPE credit: 20 credits

Complete Breakfast Programs Season Pass (BPCOMSP)

Take advantage of the most CPE and cost savings by registering for ALL the livestream Breakfast Programs! This Season Pass includes ALL livestream Wednesday and Friday Breakfast Programs.

Registration:

$769 member | $1,199 nonmember

$699 retired, part-time, unemployed/ leave-of-absence

CPE credit: 38 credits

Sept. 8 | Open 7:30 a.m.

Program 8 – 10 a.m.

Recruiting & Retention: Current Challenges & Ideas (BP0908LS)

Katelynn Frederickson, PHR, Director, Truity Partners LLP

Join an experienced recruiter and HR professional in this interactive session that addresses the challenges of the ongoing labor shortage and the need for focus and ideas around retention and recruiting in this new employment age.

Registration: $59 member | $79 nonmember $45 retired, part-time, unemployed/ leave-of-absence

CPE credit: 2 credits

Sept. 20 | Open 7:30 a.m. Program 8 – 10 a.m.

Investing for Retirement: 2023

Economic Update (BP0920LS)

Nick Ziarek, CFP®, CFA, Partner & Financial Advisor, Shakespeare Wealth Management Inc.

Review the history of markets to provide a foundation for your personal investment philosophy and position your portfolio for retirement. We will provide data to help you avoid mistakes from decisions based on emotion from the news headlines. Learn more about the current market conditions in addition to the investment disciplines needed for a tax-efficient retirement portfolio.

Registration: $59 member | $79 nonmember $45 retired, part-time, unemployed/ leave-of-absence

CPE credit: 2 credits

Oct. 13 | Open 7:30 a.m.

Program 8 – 10 a.m.

Hot Tax Practice & Procedure Update and Blunders That Can and Should Be Avoided (BP1013LS)

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

The program will be an update on “hot” IRS and Wisconsin Department of Revenue (DOR) practice and procedure issues, along with the blunders and mistakes practitioners should avoid. This program is particularly timely, given the massive increase in IRS funding and the expected increase in IRS and DOR scrutiny on taxpayers of all kinds.

NOTE: This course qualifies for 2 credits toward the WICPA membership Ethics CPE requirement.

Registration:

$59 member | $79 nonmember

$45 retired, part-time, unemployed/ leave-of-absence

CPE credit: 2 credits

Oct. 18 | Open 7:30 a.m.

Program 8 – 10 a.m.

It Could Be a Multimillion-Dollar Question (BP1018LS)

Bruce Lanser, CIMA, CRPS, CRPC, CPFA, AIF, Senior Retirement Plan Consultant, UBS Retirement Plan Consulting Group

It doesn’t matter if the reason is a global pandemic, a routine economic recession or a short-term market correction, the reality is that sometimes retirement plan investments lose value. What happens when the target-date fund you selected loses a lot of money? The answer depends on how you picked it and how well you documented that choice.

Registration: $59 member | $79 nonmember

$45 retired, part-time, unemployed/ leave-of-absence

CPE credit: 2 credits

Nov. 8 | Open 7:30 a.m.

Program 8 – 10 a.m.

Revised Wisconsin LLC Statute (BP1108LS)

Thomas A. Myers, JD, Shareholder, von Briesen & Roper s.c.

Joseph A. Camilli, JD, Shareholder, von Briesen & Roper s.c.

In April 2022, Wisconsin Act 258 was signed into law, repealing and recreating Chapter 183, the Wisconsin Uniform Limited Liability Company Law, which governs limited liability companies (LLCs). The new LLC law’s provisions apply to LLCs formed on or after January 1, 2023, and those that opted into the law prior to that date. The new law includes several important changes that will affect business owners (which their trusted advisors should be aware of), including but not limited to expanded creditor rights against LLC members’ interests in an LLC and new fiduciary duties/restrictions upon both LLC members and managers. Join this presentation to learn about the new rules of the road.

Registration: $59 member | $79 nonmember $45 retired, part-time, unemployed/ leave-of-absence

CPE credit: 2 credits

Nov. 10 | Open 7:30 a.m. Program 8 – 10 a.m.

Streamlined Sales Tax (SST), the Wayfair Decision & the SST Certified Service Provider (CSP) Program (BP1110LS)

Craig Johnson, CPA, Executive Director, Streamlined Sales Tax Governing Board

This session will briefly discuss the United States Supreme Court’s South Dakota v. Wayfair decision that paved the way for states to require sellers without a physical presence in a state to collect and remit their tax. The session will also include information on some of the tools