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Schedule and Faculty: Tax Aspects of the Affordable Care Act

 Schedule and Faculty: Tax Aspects of the Affordable Care Act

Schedule

8:00 a.m. : Registration

8:30 a.m. : Planning Now for the New Net Investment Income Tax

  • Overview of new tax on net investment income
  • Self-charged rental income
  • Special rules for sale of S corporation stock, partnership interests
  • Regrouping, material participation for trusts, real estate professionals and other issues under the passive activity rules
  • State income tax deductibility, loss carryover and other computational issues

Carl D. Fortner, Thomas J. Nichols, Thomas J. Phillips

9:20 a.m. : Hot Tax Ethics Issues for the Wisconsin Practitioner

  • How to avoid common ethical pitfalls
  • Recent changes to tax ethics rules that put the tax practitioner at risk
  • The intersection of tax ethics rules with Wisconsin's ethical rules

Michael G. Goller

10:10 a.m. : Break

10:25 a.m. : Health Care Reform: What's Next?

Many health care reform provisions begin applying in 2014. Now is a perfect time to get up to speed on this hot topic. Join us for this informative panel discussion where we will discuss:

  • New taxes imposed on employers under the Affordable Care Act
  • New administrative requirements -- such as changes to Form W-2 and a new "marketplace notice"
  • Action steps for large employers which could be subject to the "Pay or Play Rule"

John L. Barlament, Kelly S. Kuglitsch, Michael W. Taibleson

11:55 a.m. : Program Concludes

Following program start time, webcast replay schedules will vary slightly from above listed times..

Faculty

Program Chairs

Alison E. Helland
Ernst & Young LLP
Milwaukee

Thomas J. Phillips
Quarles & Brady LLP
Milwaukee

Presenters

John L. Barlament
Quarles & Brady LLP
Milwaukee

Carl D. Fortner
Foley & Lardner LLP
Milwaukee
 

Michael G. Goller
Reinhart, Boerner, Van Deuren, S.C.
Milwaukee

Kelly S. Kuglitsch
Davis & Kuelthau, S.C.
Milwaukee

Thomas J. Nichols
Meissner, Tierney, Fisher & Nichols, S.C.
Milwaukee

Thomas J. Phillips
Quarles & Brady LLP
Milwaukee

Michael W. Taibleson
Whyte Hirschboeck Dudek, S.C.
Milwaukee