Breakfast Programs

the streamlined Sales Tax Governing Board has developed to help not only remote sellers but all sellers more easily comply with their sales calculation, collection and remittance obligations as well as the economic nexus requirements in both member and nonmember states.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

Dec. 1 | Open 7:30 a.m.

Program 8 – 10 a.m.

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

Nate Weber, CPA, Director, Office of Technical Services, Wisconsin Department of Revenue

The presentation will include a summary of the 2022 income tax return processing season, new law changes and changes to 2023 tax returns, updates on Wisconsin Department of Revenue administrative and procedural initiatives affecting tax practitioners, and various other topics.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

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

Program 8 – 10 a.m.

Federal Tax & Legislative Update (BP1213LS)

James Brandenburg, CPA, MST, Tax Partner, Sikich LLP

This session will provide an overview of various tax developments and tax legislation in 2023. Also addressed will be other tax updates and proposals introduced in 2023. Further, various tax-planning strategies and new compliance requirements will be covered.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

Jan. 5, 2024 | Open 7:30 a.m. Program 8 a.m. – noon

Individual Income Tax Update (BP0105LS)

June F. Norman, CPA, MST, Partner, Hartwig, Norman & Shannon LLP

Join us for a fast-paced and lively session emphasizing practical preparation for the forthcoming tax season. We’ll cover an array of general tax topics concerning individuals, including new and prior legislation affecting the current filing year; planning tips; changes in forms, procedures and filing requirements; and practical insights for the small tax practitioner. We’ll review all that has happened in the past year so that you leave prepared and motivated for the filing season ahead.

NOTE: The registration fee for this program includes a Master Tax Guide, which will be mailed to each participant’s preferred address on file at no additional cost (please make sure address is current in your My WICPA account before ordering). Estimated to mail early January 2024.

Registration:

$139 member | $189 nonmember

$109 retired, part-time, unemployed/ leave-of-absence

CPE credit: 4 credits

Jan. 10, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

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

Timothy Floor, Trainer, New Horizons

Learn and expand your knowledge of MS teams with these learning objectives: communication with MS Teams, customizing Teams (team management/ permissions/restrictions), sharing files and app content, creating and configuring teams, and tips and tricks to improve efficiency.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

Feb. 2, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Client Advisory (BP0202LS)

John Minnich, Founder & Executive Advisor, John Minnich LLC

Adding client advisory services (CAS) to your offerings positions your firm as your clients’ most trusted business advisor and future-proofs your business model. To continue thriving in the decades ahead, our profession needs to embrace and implement new client services. Learn more about CAS, including how to get started.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

Feb. 14, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Business Transaction Problems & How to Solve Them (BP0214LS)

Daniel S. Welytok, JD, LLM, Attorney/Shareholder, von Briesen & Roper s.c.

This presentation will discuss some of the most common mid-market business transaction issues that can arise during the sale or purchase of a business and how to address them. The first hour will focus on issues that may arise at the front end of the transaction, including shareholder disputes, overreaching wicpa.org/CPEcatalog letter of intent terms, buyer financing, earn-out provisions and undesirable agreement proposals. The second hour will focus on issues that can arise while preparing for the sale, including due diligence surprises, net working capital and GAAP issues, and transaction document considerations. The presentation will conclude with possible post-closing issues, treatment of escrows, retention payments and other items.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

March 8, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Truth About Retirement & Annuities (BP0308LS)

Scott Krase, Wealth Manager, Connor & Gallagher OneSource

Learn how to accelerate retirement savings, achieve larger tax deductions and discover pension secrets in this presentation about retirement and annuities.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

March 20, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Planning for Health Care Expenses in Retirement (BP0320LS)

Ryan Rink, CFP®, EA, ChFC®, CLTC®, Financial Advisor, Shakespeare Wealth Management Inc.

Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC®, Financial Advisor, Shakespeare Wealth Management Inc.

How do you know how much you will need to cover the cost of care as you age? Learn more about the seemingly complex topics of longterm care insurance and Medicare. This presentation will provide a better understanding of how these tools may fit into your overall financial plan.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

April 3, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Predictive Index Practitioner (BP0403LS)

Alyson McKinster, Manager, Organizational Performance, Wipfli LLP

This session is a unique opportunity for leaders to assess and enhance awareness around leadership styles. Explore how to maximize the strength of teams to achieve the organization’s mission and vision. Plan on lively discussion and exploration of the numerous unique styles of leaders.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

April 19, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Strategic Business Advisory & Leadership for CFOs (BP0419LS)

John Minnich, Founder & Executive Advisor, John Minnich LLC

Businesses are experiencing constant change and increasingly recognizing that what happened last year may not have as much relevance to decisions made now. In an everchanging business landscape, it’s important to position yourself as a true business partner in your C-suite.

As the CFO role continues to evolve, best-practice tips on business strategy — including business performance resources such as strategy pyramids, strategy maps and balanced scorecards — will be shared. Business leadership, including ways to develop a broader skillset, will also be covered.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

May 10, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

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

Timothy Floor, Trainer, New Horizons

Learn and expand your knowledge of Outlook with these learning objectives: Manage your mailbox, manage contacts and manage calendars.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

May 15, 2024 | Open 7:30 a.m. Program 8 – 10 a.m.

Creating Your Best Life (BP0515LS)

Barbara Low, Manager of Talent Management Consulting, Wipfli LLP

Work-life balance is needed now more than ever. If you function on autopilot, this thought-provoking session will provide an opportunity to reflect on your life and take inventory of the things that are working and those that aren’t. Be prepared to reevaluate and question priorities and to develop a plan to achieve your best life.

Registration:

$59 member | $79 nonmember

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

CPE credit: 2 credits

Free to members, this three-part series will help educate participants on various law and employment topics, including equity compensation, noncompete agreements and an update on changes to employment law and what is coming.

Pass (LESP) – Free to members

Conveniently register for all three parts of the Law & Employment Series with the Season Pass, or register for the individual programs separately.

NOTE: Each program is not dependent on attending the preceding program.

Oct. 5 Equity Compensation for LLCs and Partnerships (WS1005LS)

Oct. 12 Noncompetes: End of the Road? (WS1012LS)

Oct. 26 HR Law Update: Recent Changes to Employment Law and What We Can Expect for 2024 (WS1026LS)

Registration for Season Pass: FREE to members | $50 nonmember CPE credit: 3 credits

Oct. 5 | Open 8:30 a.m. Program 9 – 10 a.m.

Equity Compensation for LLCs and Partnerships (WS1005LS)

David Eckhardt, JD, LLM, Attorney, Husch Blackwell LLP

This presentation will discuss the nuances of equity plans in different business organizations.

Registration: FREE to members | $25 nonmember CPE credit: 1 credit

Oct. 12 | Open 8:30 a.m. Program 9 – 10 a.m.

Noncompetes: End of the Road? (WS1012LS)

Scott LeBlanc, JD, BSJ, Partner, Husch Blackwell LLP

This presentation will examine the current state of federal and state regulation of noncompete and similar agreements and discuss whether — and to what extent — we can expect changes in the near future.

Registration: FREE to members | $25 nonmember CPE credit: 1 credit

Oct, 26 | Open 8:30 a.m. Program 9 – 10 a.m.

HR Law Update: Recent Changes to Employment Law and What We Can Expect for 2024 (WS1026LS)

Geoffrey Trotier, JD, Partner, Husch Blackwell LLP

Employment law is constantly changing, affecting and affected by the economy, social movements and our political landscape. We will discuss how our legal landscape has changed in the past year and changes that we expect in the next year.

Registration: FREE to members | $25 nonmember CPE credit: 1 credit