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68th Annual Tax School 2017

Product ID: CA2676D
Presented By: State Bar of Wisconsin PINNACLE

On top of tax

With federal tax reform looming and changing policies at the IRS in the works, attorneys have much to keep up on in the world of tax law. What do lawyers need to know about the latest trends? How can practitioners make sense of key changes for their clients?

The 68th Annual Tax School is THE place to be for insight into new developments in tax law and practice. Learn the latest in tax planning and tax controversy strategies from attorneys who’ve been there and done that.

Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar
Course manual
Course manual and CD

Pricing

Member $249.00

Non-Member $329.00

Credits are no longer available for this OnDemand program.

Quantity:
Maximum quantity must be less than or equal to 1.

On top of tax

With federal tax reform looming and changing policies at the IRS in the works, attorneys have much to keep up on in the world of tax law. What do lawyers need to know about the latest trends? How can practitioners make sense of key changes for their clients?

The 68th Annual Tax School is THE place to be for insight into new developments in tax law and practice. Learn the latest in tax planning and tax controversy strategies from attorneys who’ve been there and done that.

Read More ↓

Program Chair

Richard J. Kollauf
BMO Private Bank
Milwaukee

Presenters

Clifton Davis
Deloitte Tax LLP
Milwaukee

Michael G. Goller
Reinhart Boerner Van Deuren s.c.
Milwaukee

Patricia A. Hintz
Quarles & Brady LLP
Milwaukee

Eric E. Hobbs

Ogletree Deakins Nash Smoak & Stewart P.C.
Milwaukee

Keith E. Kopplin
Ogletree Deakins Nash Smoak & Stewart P.C.
Milwaukee

Patrick B. Mehigan
Deloitte Tax LLP
Milwaukee

Jim Petrie
Deloitte Tax LLP
Milwaukee

Elizabeth T Russell
Law Office of Elizabeth T. Russell LLC
Middleton

Kristina E. Somers
Reinhart Boerner Van Deuren s.c.
Milwaukee

Steve White

BMO Private Bank
Milwaukee

8:00 a.m. : Registration

8:30 a.m. : Federal Tax Update

Patricia A. Hintz

9:20 a.m. : State Tax Update

Kristina E. Somers

10:10 a.m. : Break

10:25 a.m. : Tax Legislation Vesalius

Clifton Davis, Patrick Mehigan, & Jim Petrie

11:15 a.m. : Wealth Planning Thoughts for the Retiring Client

  • The New DOL Fiduciary Rule – Impact on Clients and Advisors
  • Tax and Cash Flow Planning Strategies for Retirement
  • Balancing Longevity Risk Versus the Risk of Regret
  • Planning for the Various Stages of Life

Steve White

12:05 p.m. : Lunch (on your own)

1:05 p.m. : Copyright in Estate Planning

  • Identifying a client’s copyright assets
  • Distinguishing between copyrights and copies as distinct assets of the estate
  • Methods and requirements for transfer of copyright ownership
  • The copyright termination right: unintended consequences of lifetime transfers
  • The copyright termination right: tax considerations

Elizabeth T Russell

1:55 p.m. : Employment (Including Tax) Matters

  • Minimizing unemployment compensation misclassification
  • Timely and proper treatment of garnishments
  • Addressing mistakenly provided benefits
  • Taxation and allocation of payments in settlement/severance agreements

Eric Hobbs & Keith Kopplin

2:45 p.m. : Break

3:00 p.m. : Hot Tax Practice Procedure and Ethics Issues

  • Update on the current ethics rules and other issues facing the tax practitioner
  • Circular 230 Update
  • Update on the IRS audit Initiatives

Michael G. Goller

3:50 p.m. : Program Concludes

  • Gain insights into recent state and federal case law and legislative changes
  • Understand how a copyright may affect clients’ estate and tax planning
  • Discover how the new Dept. of Labor Fiduciary Rule will impact clients and advisors
  • Receive tools for effective financial and wealth planning
  • Know how to approach garnishments, severance pay, and other employment-related tax concerns
  • Learn best practices for ethical issues unique to tax law practice
  • Tax law attorneys
  • Business lawyers
  • Estate planning & probate practitioners
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