76th Annual Tax School 2025

  • OnDemand seminar
  • Tax Law
Up to 6.0 Credit Hours
View schedule and faculty
76th Annual Tax School 2025

Co-produced with the Taxation Law Section of the State Bar of Wisconsin

Grade A guidance

Sharpen your pencils—you’ve got new assignments. Federal reform, new agency guidance, and state-level changes are making the 2025 tax year feel like a pop quiz in constant motion. The 76th Annual Tax School puts the pros at the head of the class to walk you through what’s changed, why it matters, and how to prepare your clients for the year ahead.

Honor roll insights

Hear directly from the IRS Office of Chief Counsel on best practices for Tax Court litigation and close out the day with insights from the Wisconsin Department of Revenue (DOR). Along the way, you’ll receive practical analysis and guidance that you can immediately put to work for your clients.

8:30 am
Federal Tax Update/Reform

Patricia A. Hintz, Courtney A. Hollander

  • A discussion of the tax provisions contained in the One Big Beautiful Bill Act, including those impacting individuals and business entities
  • An overview of relevant case law and agency guidance issued in 2025
10:10 am
Break
10:25 am
Hot Tax Practice Procedure and Ethics Issues

Michael G. Goller

  • Discuss timely tax and ethics issues that the tax practitioner needs to be made aware of
  • Receive an update on “hot” IRS and Wisconsin Department of Revenue practice and procedure and ethics issues
      • o Specific rules covered include:
      o SCR 20: 1.3 Diligence
      o SCR 20: 1.4 Communications
      o SCR 20: 1.15 Safe Keeping of property
      o SCR 20: 3.1 Meritorious Claims and Contentions
      o SCR 20: 3.4 Fairness to Opposing Party
      o SCR 20: 4.1 Truthfulness
11:15 am
Litigation before the United States Tax Court: What Every Tax Practitioner Needs to Know

Christopher A. Liegel

  • Understand why most taxpayers choose U.S. Tax Court to contest an IRS notice of deficiency
  • Learn the key steps in filing and litigating a case before the Tax Court
  • Hear practical tips for guiding clients through the appeals, discovery, and trial process
  • Examine emerging issues
12:05 pm
Lunch

All attendees are welcome to lunch and network on site at Didi’s Supper Club – the restaurant located inside the Ingleside Hotel.

1:10 pm
Wisconsin Department of Revenue - Excise Tax Update

Jason Kraemer

1:50 pm
State and Local Property Tax Update

Kristina E. Somers

2:20 pm
Wisconsin Case Law Update - A Collabrative Panel

Dana J. Erlandsen, Kristina E. Somers

2:50 pm
Program Concludes

Program Chairs

Joseph R. Rekrut
Reinhart Boerner Van Deuren, S.C. · Milwaukee
Colin J. Walsh
Baker Tilly US, LLP · Madison

Presenters

7 total
Dana J. Erlandsen
Wisconsin Department of Revenue General Counsel · Madison
Patricia A. Hintz
Quarles & Brady LLP · Milwaukee
Michael G. Goller
Reinhart, Boerner, Van Deuren, S.C. · Milwaukee
Courtney A. Hollander
Quarles & Brady LLP · Milwaukee
Jason Kraemer
Wisconsin Department of Revenue · Madison
Christopher A. Liegel
IRS Office of Chief Counsel · Milwaukee
Kristina E. Somers
Reinhart, Boerner, Van Deuren, S.C. · Milwaukee

  • Strengthen your practice toolkit with up-to-date strategies for advising individuals and businesses
  • Spot and avoid common ethical quagmires that can jeopardize your practice
  • Stay aligned with enforcement trends shaping audits, disputes, and compliance issues
  • Be better prepared for Tax Court litigation with practical insights into procedure and strategy
  • Hear directly from federal and state tax authorities to better understand current priorities and expectations
  • Tax lawyers
  • Estate planning and probate lawyers
  • Business lawyers
  • Employment lawyers
  • Real estate lawyers
  • General practitioners

Book Bonus!

The Law of Business on the Internet
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*Discount applies to both print and digital Books Unbound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/26. For Books Unbound users, discount may be applied to purchase of individual Books Unbound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

Attend the in-person seminar to join speakers and colleagues for a sponsored lunch at the Ingleside Hotel courtesy of the Taxation Law Section. Build connections, share ideas, and return to the afternoon sessions recharged.

Sponsored by

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